The proof is
in the document.
These are actual files generated by the installed Portwood package in a fresh Salesforce org.
Click the page to enlarge it. Generated by Portwood 3.60.0.
Northstar partnership proposal
A complete partnership proposal with a photographic cover and a distinct visual identity.
- Custom typography
- DM Serif Display and Lato are uploaded, reviewed and embedded in the generated PDF.
- Personalized content
- Account details, related contacts and four program components come from Salesforce. The engine calculates the $37,200 total.
- Ready for the next step
- The final page contains Buyer signature and date placements. They activate when prepared through the signing workflow.
- Designed across pages
- Full-width photography, deliberate page breaks and consistent colors carry the identity from cover to acceptance.
Fictional companies and sample records. Source files include the template, query, licensed font files and setup notes.
Click the page to enlarge it. Generated by Portwood 3.60.0.
Morrow partnership review
A compact report that brings the relationships behind the numbers into focus.
- A different visual identity
- The same engine produces a purple and gold report with its own typography and layout.
- Native chart
- Opportunity stages become a chart of initiative counts, generated through the Portwood product workflow.
- Live relationships and totals
- Five related opportunities populate the table. The $230,500 portfolio total includes open and closed opportunities.
- A useful printed page
- A native QR code points to the sample account website. The document remains useful away from a screen.
Fictional companies and sample records. Source files include the template, query, licensed font files and setup notes.
Start here. Make it yours.
These source files demonstrate a design approach. Replace the fictional copy, assets, query and signing roles with the information your workflow needs.
Learn about document layoutWant this level of polish?
Bring your brand and the document you wish you had. We can scope the design, data model and rollout in a project quote.
Explore custom template buildsNorthstar photography: Rob Wingate on Unsplash, used under the Unsplash License. Fonts use the SIL Open Font License; license files are included with the examples.