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

This Product Rocks!

I would absolutely recommend this app to others! Portwood has easily hit the nail on the head when it comes to solving our Document Generation and E-Signature issues. I originally showed it to the team a few weeks ago and they were impressed, but the constant updates to this product with new features has astounded us! We're happy to see this come to life and recently be listed on the official AppExchange. Many congratulations are in order to the entire Portwood team!

Absolute game changer in the area of document generation

The Portwood document generation solution is one of the most exciting Salesforce apps to come along in years. I've been enthusiastically testing and using Portwood since its earliest days, and I'm constantly delighted to see community-driven feature requests (including a couple of my own) quickly incorporated into the package. A complete beginner can create professional-looking documents in literally minutes. No SOQL expertise or extensive design skills are required. What I most appreciate is how flexible the app is: you can invoke templates from a runner on a record page, configure buttons using CMDT, or use invocable Apex actions inside Flows to create and disseminate documents. For more advanced users, you can even "bring your own data" and construct documents from unrelated objects and records. This really opens up opportunities to create analytical artifacts with real business purpose, not just printouts. Many kudos to the Portwood team for a free solution the Salesforce ecosystem has needed for years.

Amazing free solution and fantastic support

DocGen solves a need for so many of my nonprofit clients that need a DocGen solution but can't afford one of the big name document generation solutions, especially if they need eSignature. DocGen is versatile and easy to configure. The team behind DocGen makes the solution even better. They're super responsive, encouraging and knowledgeable. As a independent consultant, having great support makes my life so much easier.

A great product for PDFs and so much more!

Recently participated in a Live Build Along and this app is very useful - I love how easy it is to use and it solves a real problem - being able to generate PDFs within Salesforce natively and for free is a game changer and if you need help implementing it they have reasonable rates. Check them out!

Great demo, even better product

Dave offered a 2-hour demo, allowing a group of us to set up a template that will generate donor receipts automatically via a flow when an opportunity is turned to "closed won". If I can set up the template, create a button, and establish a flow, within a 2 hour group call and see the impact this app can have for so many non-profits, anyone can do it.

Genuinely Impressed. Free, Open Source, and Powerful

Just wrapped a live build-along with Dave, and I'm genuinely impressed. In less than two hours, we built a donation receipt that thanks the donor, breaks down the gift by fund, automatically writes the IRS acknowledgment, and includes a QR code inviting the next gift. Then we automated the whole thing so receipts generate and email themselves the moment a deal closes won. Free, open source, and genuinely powerful.

Powerful Salesforce Document Generation Without the Price Tag

Portwood DocGen has completely transformed how our team handles document generation in Salesforce. The ability to generate, send, sign, and store PDFs, Word docs, spreadsheets, and presentations — all without a single external callout — is genuinely impressive. Support for merge tags, images, barcodes, and QR codes, combined with bulk generation and Flow actions, covers virtually every document workflow we've needed. What really sets DocGen apart is the "no gating, no tiers, no upgrade to unlock" philosophy — every feature is available to every user from day one. For a tool of this capability, the fact that it is completely free is remarkable. Highly recommended for any Salesforce admin looking to modernize their document automation without the enterprise price tag.

Easy to Use and FREE!

I'm blown away by the free features on Portwood doc gen. I was easily able to create a template with merge fields using their intuitive builder, then add the ability to generate a doc right to my opportunity using their package's buttons. The formatting options are robust, and if you'd rather, you can use an AI prompt to build your entire template for you. I will absolutely be recommending this app to clients. Thanks to Dave and the Portwood team!

Portwood DocGen Engine Project Milestone & Solution Review

I am delighted with the delivered solution for the Portwood DocGen project. The implementation of DocGen by Portwood addresses our complex document generation requirements with precision. By extending support to 3-tier packaged applications, dynamically mapping multiple conditions, enforcing eligible stage filtering (Opportunity Stage), and structuring condition text blocks with clean numbered and lettered formatting, the solution guarantees total template reliability and eliminates past Word document corruption issues. Congratulations to everyone involved in bringing the Portwood DocGen project to life. The technical design, rigorous testing, and seamless deployment across our sandbox environments represent a major milestone for our team and operational workflow. Keep up with the great work everyone From a big fan Rod T.

One of the best apps in our org

Easy to use and consistently being improved. Highly recommend to those looking for a way to generate documents.