Win the next yes.
Build a proposal around an Account or Opportunity. Include the right products, terms and related information, then prepare it for signing.
Explore the partnership proposalPut the document
to work.
Start with the outcome your team needs. Connect the template, the Salesforce record and the action that follows.
Make the numbers clear.
Turn related records into a readable account review. Add totals and charts so the next conversation starts with context.
Explore the partnership reviewKeep work moving.
Prepare service summaries, letters or recurring documents from a Flow. Save the result to the record or pass the file to the next step.
Explore Flow and ApexA proposal with a point of view.
A photographic cover, custom fonts, a live program table and a page prepared for signing.
Explore the proposalA report people want to read.
A distinct identity, a native chart and a clear view of the partnerships behind the numbers.
Explore the reportFor nonprofit teams.
Receipts, letters and stewardship reports deserve the same care as a sales proposal. Map the example to the fundraising objects and relationships your org uses.
Watch an example nonprofit workflowFor complex workflows.
Custom Apex data providers and global classes give developers room to supply information and connect generation to their processes.
Open the developer guideMake it your own.
Install Portwood, follow the guide and build your first document. Use your Salesforce records to build the documents your process needs.
Install PortwoodMake it happen with us.
Bring the document, the deadline or the whole migration. We’ll help scope the work and prepare a project quote.
Template builds, document automation and migration are scoped and quoted per project, separately from ongoing care.
Explore implementation projects