Portwood Open-source document automation that stays inside your org.
Portwood DocGen is a complete Salesforce-native document automation platform. Generate, send, sign, and store PDFs, Word docs, spreadsheets, decks, receipts, proposals, agreements, invoices, and reports with zero external callouts. Free forever under Apache 2.0.
Documents are the output. The workflow is the product.
Portwood DocGen connects Salesforce data, templates, Flow, email, signatures, and file storage into complete document automation patterns your team can actually run.
Nonprofit donor journey
Turn donations, pledges, programs, and board updates into the documents that keep supporters engaged.
Lead to invoice
Use the same Salesforce-native engine for follow-up packets, proposals, quotes, contracts, and invoices.
Legal and operations
Standardize intake, approvals, service agreements, compliance packets, and final signed records.
Field and customer service
Generate field summaries, inspection reports, customer packets, and operational exports from live Salesforce data.
Reducing document automation costs worldwide
Every install on the map is a Salesforce team choosing native automation over another external document vendor.
Everything a document automation platform needs.
Every capability is included. No paid tiers. No upgrade prompts. No "contact sales" to unlock the workflow your team actually needs.
Native templates
Start with the template your team already uses: Word, Excel, PowerPoint, HTML, or a packaged web page. Upload, add merge tags, and generate from Salesforce.
Giant Query engine
Generate documents from records with 50,000+ child rows. Cursor-based pagination, global ORDER BY across all batches, template-embedded images preserved.
Zero external callouts
100% Apex and Lightning Web Components. Your record data never touches a third-party API. Works when competitors' vendors have outages. Works in air-gapped orgs.
Built-in e-signatures
Send documents for signing directly from DocGen. Guest-user signing pages, namespace-aware URLs, and tamper-evident audit trails. No DocuSign, no PandaDoc, no per-envelope fees.
Barcodes & QR codes
Code 128 barcodes and QR codes render natively in Word templates and PDFs. No external libraries, no font installations, no licensing. Just add a tag.
{*ProductCode}Flow automation
Generate and route documents from any Salesforce Flow. Sample Flows bundled. Dedicated Giant Query Flow Action for bulk automation. DML-bulkified and governor-safe.
Hebrew, Arabic & RTL
Right-to-left language support built in. Multi-language documents work natively. No plugins, no add-ons, no separate template branch for each locale.
Conditionals & aggregates
{#IF Amount > 50000} clauses. Inverse conditionals. Checkbox format. SUM, COUNT, AVG, MIN, MAX aggregates. Date and currency formatting at any depth.
Open source & free forever
Apache 2.0 license. Unlimited users, unlimited templates, unlimited documents. No paid tiers. No "upgrade to unlock." The community drives the roadmap.
Write tags in Word. Automate anywhere.
Everything below is the actual template syntax — no proprietary format, no custom editor, no training required. Use the document or web template you already have, add tags, and automate it from Salesforce.
INVOICE
Bill to: {Account.Name}
{Account.BillingStreet}
{Account.BillingCity}, {Account.BillingState}
{#Opportunities}
{Name} {Amount:currency}
Closed: {CloseDate:MMMM d, yyyy}
{/Opportunities}
Line items: {COUNT:Opportunities}
Subtotal: {SUM:Opportunities.Amount:currency}
{#IF Amount > 50000}
Enterprise pricing applied: 15% discount
{:else}
Standard pricing
{/IF}
Barcode: {*InvoiceNumber}
QR code: {*Website:qr}
Signed by: {@Signature_Buyer}
Logo: {%Company_Logo__c:200x60}Merge tags, loops, conditionals, aggregates — all in one automation syntax.
The same template can produce a single-record PDF, a bulk batch of 10,000 invoices, or a Giant Query document with 50,000 line items. Nothing to reconfigure. The engine decides.
{Field} merge{Parent.Field} lookup{#List}{/List} loop{^Field} inverse{SUM:List.Field} aggregate{Date:MMMM d} format{*Field} barcode{*Field:qr} QR code{%Image} image embed{@Signature_X} e-sign{Flag:checkbox} checkbox{#IF x > y} conditionalElectronic signatures inside the same automation flow.
Send any DocGen-generated document out for signing. Guest users sign on a public portal, signatures land back on the record, and the whole audit trail lives inside your org — tamper-evident, FLS-enforced, and visible to whoever already has access to the source record.
Record-triggered Flows fire off signing requests. No human in the loop required. Send one, send a thousand.
Signers don't need a Salesforce license. Namespace-aware URLs work cleanly in subscriber orgs. Mobile-friendly out of the box.
Every signature captured with timestamp, IP, consent record, and the exact document version. All inside your Salesforce org. Nothing leaves.
2026-04-10 14:22 UTC — Walsh signed (IP 73.14.*.*)
2026-04-10 14:38 UTC — Patel signed (IP 12.84.*.*)
2026-04-10 15:01 UTC — Morales signed (IP 98.22.*.*)
2026-04-10 15:01 UTC — Final PDF sealed on MSA__c record
Why is it free?
Hey — Dave Moudy here. I created this tool because I wanted to give something back to our community. I've watched orgs spend thousands per year on document automation, and I knew we could do it better, natively, without sending anyone a bill. DocGen is a community-built product, and it will remain free for life.
How DocGen stacks up.
This is what paid document automation vendors rarely put next to each other on a single page.
| DocGen | Conga | S-Docs | OmniStudio | PDF Butler | PandaDoc | Nintex | |
|---|---|---|---|---|---|---|---|
| Price | Free forever | ~$25-50/user/mo | ~$15-30/user/mo | Industries license | ~$25-150/org/mo | ~$35-65/user/mo | ~$25-35/user/mo |
| 100% Native Salesforce | Yes | No | Yes | Partial | Yes | No | No |
| Data stays in your org | Yes | No | Yes | Yes | Yes | No | No |
| Zero external callouts | Yes | No | Yes | No | Yes | No | No |
| Word templates | Yes | Yes | HTML only | Yes | HTML only | Web editor | Yes |
| PDF output | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| DOCX output | Yes | Yes | No | Yes | Weak | Yes | Yes |
| E-Signatures built in | Yes | Add-on | No | No | Add-on | Core | Add-on |
| Barcodes & QR codes | Native | Add-on | No | No | Limited | No | No |
| Conditional logic | Yes | Yes | Limited | Yes | Limited | Limited | Yes |
| Aggregate functions | SUM/COUNT/AVG/MIN/MAX | Limited | No | Limited | No | No | Limited |
| Hebrew / Arabic / RTL | Yes | No | No | Limited | No | No | No |
| Images in documents | Yes | Yes | Limited | Limited | Yes | Yes | Yes |
| Rich text fields | Yes | Partial | Yes | Limited | Yes | N/A | Partial |
| Multi-level related records | Unlimited depth | Limited | Limited | Yes | Limited | No | Limited |
| Many-to-many relationships | Yes | Complex | No | Manual | No | No | Limited |
| Bulk generation | Built-in | Add-on cost | Yes | Limited | Higher tiers | API only | Yes |
| Related records per doc | 50,000+ | ~500 | ~500 | ~1,000 | ~500 | ~200 | ~500 |
| Flow action included | Yes | Limited | Limited | Yes | Yes | No | Yes |
| Open source | Apache 2.0 | No | No | No | No | No | No |
| Works when vendor is down | Yes | No | Yes | Partial | Yes | No | No |
← swipe to compare →
Pricing reflects publicly available estimates as of early 2026. Actual pricing varies by contract. Feature comparisons reflect documented capabilities and are updated as vendors ship updates.
Install the automation engine in 30 seconds.
No configuration needed. Assign the permission set, open the app, and start building your first document workflow.
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