Software and purchased services. These public terms describe the current free Software. Your signed quote, Order, PSA or other accepted agreement governs purchased services and the terms it incorporates. Customer accepts the MSA by signing a Portwood quote that expressly incorporates it. Read the agreements on the legal documents page.
1. Acceptance
By installing, accessing, or using Portwood ("the Software"), you agree to these Terms of Service. If you do not agree, do not install or use the Software.
2. License
Portwood is licensed under the Apache License, Version 2.0. You may use, copy, modify, and distribute the Software freely under the terms of that license. The full license text is available at github.com/Portwood-Global-Solutions/Portwood.
3. The software
Portwood is a document automation application that runs entirely within the Salesforce platform. It creates PDFs, Word documents, Excel spreadsheets, PowerPoint presentations, and HTML documents from Salesforce records using templates with merge tags, and can be used from Salesforce automation such as Flow.
4. Pricing
The Software (the Portwood managed package) is provided completely free of charge with no user limits, template limits, or generation limits. All features of the managed package are included for all users; no feature of it is locked behind a paywall. Organization-wide service plans and implementation projects are separate paid services governed by their applicable agreements. Implementation work is quoted per project. See the Pricing page.
Agentforce for Portwood extension. The Agentforce for Portwood extension is distributed as a separate, optional package. As of version 1.1.0 it is provided free of charge, with no installation key and no membership requirement, on the same terms as the Software above, and every subsequent version is made available to all users at no cost. Versions prior to 1.1.0 required an installation key issued to paid support members; those installations remain valid and unaffected. The extension additionally requires Portwood 3.46 or later and an Einstein / Prompt Builder entitlement in your own Salesforce org, which Salesforce enforces at install time. Generation consumes your own org's Einstein usage, which Salesforce meters.
5. Community
Portwood is a community-driven project. Feature requests, bug reports, and discussions are managed through the Portwood Slack community and GitHub Issues. The community helps shape the product roadmap.
6. Data and privacy
The Software runs entirely within your Salesforce org. We do not have access to your Salesforce records, templates, generated documents, or any other data inside your org. As a managed package publisher, Salesforce automatically provides us with limited subscriber information (org ID, org name, org type, install status) through the standard PackageSubscriber system object. This is a Salesforce platform feature that applies to all managed packages. See our Privacy Policy for full details.
7. No warranty
The free Software is provided "as is" without warranty of any kind, express or implied, including merchantability, fitness for a particular purpose and noninfringement, except to the extent applicable law requires otherwise. Any express warranties for purchased services are governed by the applicable signed agreement.
8. Limitation of liability
To the maximum extent permitted by law, Portwood LLC is not liable for indirect, incidental, special, consequential or punitive damages, or loss of profits or revenues, arising solely from use of the free Software. Portwood LLC’s aggregate liability arising solely from the free Software under these public terms is limited to $100 USD, subject to liability that cannot lawfully be limited. The liability provisions of an applicable signed agreement govern purchased services; this free-software cap does not replace them.
9. Support
Free community support is available via the Portwood Slack community and GitHub Issues. Paid managed document service plans are available from Portwood LLC under organization-wide service agreements. The Pricing page describes each package’s support scope, channels and initial response policy. Essentials provides general Portwood email support for consultants and nonprofit teams, without a named-template list or numerical template cap. Essentials, Builder and Premium are billed monthly at the prices shown on the Pricing page. Enterprise billing is defined in your quote. Enterprise’s monthly rate, annual total, coverage and support responsibilities are quoted per client. Support is provided in response to your requests. Essentials provides general Portwood email support. Builder, Premium and Enterprise cover the named templates and support responsibilities in your agreement. We diagnose and fix covered problems within your plan’s scope. Plans do not include proactive monitoring or a guarantee of uninterrupted operation. Work to resolve a problem within your plan’s support scope is included through resolution. Initial response targets measure the initial reply; the time to complete a fix depends on the issue. Binding support commitments and escalation arrangements are defined in your agreement. New builds and requests outside the covered scope are quoted for approval before work begins. There are no automatic overage charges. Initial implementation, onboarding, new templates, automation, integration and migration work are scoped and quoted per project, separately from ongoing management. The applicable quote and agreement define support scope, covered templates where applicable, fees, billing, renewal and other commercial terms. Existing signed agreements retain their terms.
10. Slack community
Portwood LLC operates a free Slack community channel for Portwood users. By joining the community channel, you agree to Slack's own Terms of Service and Privacy Policy. Your messages and shared files are governed by Slack Technologies, Inc. Portwood LLC moderates the community but is not responsible for content posted by other members.
11. Updates
Package updates are delivered through Salesforce’s managed-package upgrade process. Customers ordinarily choose when to install updates. The critical-security-patch procedure is described on the Security page. Support for a particular version and any commercial maintenance commitments are defined in the applicable signed agreement.
12. Intellectual property
The Software is open source under the Apache License 2.0. The Portwood name and associated logos are trademarks of Portwood LLC. The Apache License does not grant permission to use our trademarks.
13. Termination
You may stop using the Software at any time by uninstalling the package from your Salesforce org. We reserve the right to discontinue the Software, though we will provide reasonable notice before doing so.
14. Governing law
These public terms are governed by Indiana law, United States, without regard to conflict-of-law rules, subject to applicable mandatory law. An applicable signed commercial agreement governs its own services and dispute provisions.
15. Changes
Updates to these public terms are dated and posted here, and historical copies are retained with our agreement records. A website update does not amend a signed agreement, automatically convert a free installation into a paid subscription, authorize a recurring payment, or narrow rights granted under Apache 2.0. Changes to commercial agreements follow their agreed amendment or renewal process. The signed quote identifies the applicable agreement and its accepted version.
16. Contact
Portwood LLC
hello@portwood.dev
portwood.dev