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Portwood — document automation, native to Salesforce.
The complete native document automation platform for Salesforce.
- Business Need
- Document Generation
- Requires
- None
Generate Word and PDF documents directly in Salesforce. Build templates with simple merge tags, generate documents in bulk, automate with Flow, create QR codes, and all 100% native with no external services.
Highlights
Free forever. Open source.
Unlimited users, templates, and documents under Apache 2.0. Every feature included — no paid tiers, no per-user pricing, no envelope fees.
Your data never leaves your org
100% Apex + Lightning Web Components with zero external callouts. Same sharing and FLS as your records. Works even in air-gapped orgs.
Generate, send, sign, store
Word, Excel, PowerPoint, and HTML templates, Flow automation, 50,000+ child rows per document, and built-in guided e-signatures with a tamper-evident audit trail.
Provider Details
Portwood builds free, native tools that make Salesforce more powerful for everyone. We believe core platform capabilities like document generation — shouldn't cost thousands of dollars per year or require external dependencies. Our flagship product, is a 100% native Salesforce document generator that creates PDFs, Word docs from any record. Merge tags, child loops, images, barcodes, QR codes, aggregates, rich text — all built on Apex and LWC with zero external callouts. No middleware. No per-document fees. No vendor lock-in.
Pricing Details
You can fully use this solution without payment.