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Portwood: Document Generation & E-Signature for Salesforce | Free, 100% Native

The complete native document automation platform for Salesforce.

Overview

Document generation and e-signature, 100% native. Generate PDF & Word docs from any record: quote generation, proposal generation, contract generation, invoices. Merge documents, bulk generate, automate with Flow. Your data never leaves Salesforce. Free.

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  • No callouts, no external services, no middleware. Templates, generation, signing and storage all happen in Salesforce. Your data never leaves, and it's one less vendor in your security review.

  • Guided signing on the PDF itself, sequential or parallel multi-signer, automated reminders, and a Certificate of Completion capturing signer identity, consent, IP and document hash. No third-party account.

  • Every feature, every user, no paid tiers, no per-document or per-envelope charges. Optional Premium Support and Services are there when you want expert hands on the build.

Portwood generates every document your business sends — quotes, proposals, contracts, invoices, statements, board packets — from live Salesforce data, routes them for signature, and files them back on the record. It runs entirely inside your org: no callouts, nothing leaving Salesforce. Free for unlimited users, every feature, no paid tiers. Generate from a record page, in bulk across thousands of records, or from a Flow. Build templates in Word or HTML, or design one in the browser. Merge tags handle child loops, conditionals, running totals, rich text and dynamic images — and records with 50,000+ child rows are processed automatically. E-signature is included and native: guided signing on the PDF itself, sequential or parallel multi-signer, automated reminders, and a Certificate of Completion capturing signer identity, consent, IP and document hash. No envelope fees, no third-party account. Also included: PDF merging and document packets, barcodes and QR codes, nine chart styles, fillable PDF mapping and template versioning.

Categories

Business Needs
Quotes & Orders
Document Generation
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Managed Package
Lightning App Builder
Salesforce Mobile