Now Available on Microsoft AppSource

Research & Notes,
Built Right Into Word

The easiest way to organize notes, save research, and collaborate with your team without ever leaving Microsoft Word. Perfect for individuals and enterprise teams.

Install Free on AppSource → Request Enterprise Pilot
Works in Microsoft Word | Saves to Your OneDrive | Secure & Private | Easy Team Sharing | Built for Professionals

Why Margin Pro?

Everything you need to research
and write, right inside Word

Easy Sign-In

Sign in with your existing Microsoft account. No new passwords to remember, just click and go.

Saves to Your OneDrive

Every note is automatically saved to your own OneDrive. Your research is always safe, secure, and under your control.

Simple Team Management

Easily manage who has access. Group your notes by team or project so the right people always have the right information.

Share with Your Team

Share notes and research instantly. Work together on living documents without juggling separate chat apps or messy email threads.

Notes Stay With Your Document

Your notes are attached to the specific Word document you're working on. Open a document, and its notes appear automatically.

Attach Files and Images

Save images, PDFs, and links directly to your notes. Keep all your reference materials in one easy-to-find place.

Connect to Excel Data

Link your notes to live Excel spreadsheets. Capture data snapshots and always know exactly where your numbers came from.

Create an Instant Appendix

Turn your notes into a clean, professional appendix at the end of your document with just one click. Perfect for reports and PDFs.

How it Works

From thought to saved note in seconds

No complex setups. Just open Word and start saving your research.

1

Open & Write

Open the Margin Pro sidebar right in Word. Give your note a title, type out your thoughts, and choose if it's just for you or to share with your team.

  • Rich text editor with bold, lists & more
  • Attach images or PDFs to any note
  • Personal, Team Read-only, or Collaborative workspace
  • Connect live Excel data ranges as research notes
Compose Note
Save Options
2

Save or Insert into Document

Save your note privately for later, or click Save & Insert to drop a professional, dated annotation directly into your Word document.

  • Save a private record without touching the document
  • Inline document insertion with timestamp & label
  • Automatic OneDrive sync on every save
3

Find Your Notes Instantly

Every note is searchable and easy to find. Browse all your notes, make edits, or quickly drop them back into your document whenever you need them.

  • Document Notes & Global Notes tabs
  • Full-text search across all notes
  • Re-insert, edit, or delete from the card
My Notes Library

Work Together

Share knowledge with your team

Research is better together. Margin Pro makes it easy to share your notes and collaborate with your team — without ever leaving Word.

Private Notes

Notes are private to you. Perfect for drafts, brainstorming, or keeping your own thoughts organized.

Shared Notes

Let your team read your notes, but only you can edit them. Great for sharing finished research and references.

Team Notes

Anyone on your team can read, edit, and update the note together. The best way to collaborate on living documents.

1

Choose Who Can See It

Every note has a workspace type selected at creation. The Note Type dropdown lets you choose between Personal, Team Read-only, and Collaborative — giving you per-note access control without any admin overhead.

  • Per-note visibility control
  • Team notes are scoped to your M365 tenant only
  • "Team" badge instantly identifies shared notes
Workspace Options
Global Notes Tab
2

Document Notes vs. Global Notes

The My Notes tab separates your research into two views. Document Notes are scoped to the file you have open. Global Notes are organization-wide references available across all documents.

  • Context-aware notes surface automatically per document
  • Global Notes persist across every document your team opens
  • "Make Note Global" toggle at note creation
3

Simple Team Controls

Easily see who is on your team, assign roles, and manage who has access to which notes. Perfect for businesses and large organizations that need to stay organized.

  • Role assignment: Contributor, Lead, Admin
  • Pilot whitelist managed per department
  • Bulk enroll via CSV import
Admin Management

Polish Your Work

Automatically Generate an Appendix

When you're ready to share your work, Margin Pro instantly creates a clean, organized appendix at the end of your document. It automatically includes all your notes, links, and images so your readers always have the context they need.

  • Bidirectional Anchors: Click a note label in the document to jump to its entry in the appendix, and vice-versa.
  • Excel Data Snapshots: Live Excel ranges are rendered as clean, read-only tables for permanent reference in the PDF.
  • Governance & Audit: Ensure all citations and evidence are packaged correctly for the final deliverable.
Research Appendix Example

Template Store

Professional templates
to jumpstart your work

Don't start from scratch. Margin Pro includes over 15 ready-to-use templates for strategic planning, project management, and research. Just pick one and drop it straight into your document.

Curated Industry Packs

Every template is organized into a focused industry pack. Upgrade to Pro to unlock an entire pack at once — or purchase individual templates à la carte.

Strategic Planning

4 templates

SWOT, Current/Future State, VRIO Framework, Business Model Canvas

Project Management

4 templates

Action Items Log, ADKAR Change Management, RAID Log, MoSCoW Matrix

Academic & Research

3 templates

Cornell Notes, Literature Review Matrix, The Diamond Method™

Professional Productivity

4 templates

Blank Note, Weekly Planner, Personal Budget, Recipe Tracker

MarginPro — Store
Template Store View

Clickable Notes

Your notes are always
just a click away

When you insert a note, it becomes a clickable link. Just select the note link anywhere in your document, and Margin Pro will automatically bring up your full research and attachments.

1

Actionable Note Links

When you insert a note, Margin Pro creates a hyperlinked content control. This isn't just text—it's a portal. Your team can see at a glance where the evidence came from, and clicking it brings the data right back into the sidebar.

  • Hyperlinked annotations tethered to the add-in
  • Contextual evidence available to any reader
  • Automated formatting with ID tracking (e.g. MP-101)
Note Links in Word Document
Viewing Note Data in Modal
2

Instant Research Retrieval

Selecting a link triggers the Research View modal. Whether it's a SWOT analysis, a Change Management framework, or a simple note, the full record appears instantly—no searching required.

  • Zero-click search: just select the link
  • Full rich-text and table formatting preserved
  • Maintains document focus while surfacing data

Safe & Secure

Enterprise-grade security
you can trust

Margin Pro is built on secure, industry-leading infrastructure from Microsoft and Google. With strict data privacy, role-based controls, and a commitment to keeping your data isolated and safe, we meet the needs of the most demanding enterprise teams.

Request Security Brief View Trust Center →

Tenant-Scoped Data Controls

All data is stored with your Microsoft 365 Tenant ID as the primary scope key. Firestore security rules enforce that users can only read and write data within their own tenant.

Firebase Security Rules

Every read and write is validated server-side via Firestore Security Rules. No client-side trust model.

No Content Used for AI Training

Your research notes are never used for AI model training or third-party analytics. Data is stored in Google Firebase and accessible via Microsoft Graph — both enterprise-grade, SOC 2 certified platforms.

Role-Based Access Control

Granular RBAC at the admin, lead, and contributor levels. Admins control pilot enrollment via department whitelists.

Plans & Pricing

Start free, upgrade when you're ready

No commitment to get started. Upgrade to unlock unlimited notes, attachments, and Global Notes — billed through Microsoft AppSource.

Free Forever

Free

Try Margin Pro at no cost. Perfect for evaluating the workflow before committing.

$0 /mo
  • Sign in with any Microsoft account
  • Up to 20 notes total
  • Document-bound notes & full-text search
  • Save & Insert into Word
  • File attachments
  • Global Notes (cross-document)
Install Free →

No credit card required.

★ Most Popular
Personal Pro

Personal

For researchers, analysts, and writers who need the full power of Margin Pro without limits.

$5.99 /mo

or $49/year — save 32% (billed via Microsoft AppSource)

  • Everything in Free, plus:
  • Unlimited notes — no cap, ever
  • Image & PDF attachments on any note
  • Global Notes — reference any note across all documents
  • All Professional templates unlocked in the Store
  • Priority support via email
Get Personal Pro →

Cancel anytime through Microsoft AppSource.

Managed Pilot

Enterprise

For departments that need tenant governance, team workspaces, and admin-managed rollout.

Custom pricing
  • Everything in Personal, plus:
  • M365 SSO with tenant-scoped identity
  • Team & collaborative workspaces
  • Admin Management & pilot whitelist
  • Bulk CSV enrollment & dedicated onboarding
Request Enterprise Pilot →

View Security & Trust Center →

We'll respond within 1 business day.

Enterprise Deployment

Ready to deploy across
your organization?

Margin Pro supports org-wide deployment via Microsoft AppSource along with a managed pilot onboarding program for enterprise teams.

M365

Native Microsoft 365 Integration — no new infrastructure required

100%

Data sovereignty — your notes live in your tenant, on your OneDrive

RBAC

Granular role controls from day one, with pilot whitelist management

Request Enterprise Pilot Contact Sales

Get Early Access

Request a Pilot

Join enterprise teams already using Margin Pro in Microsoft Word.

We'll respond within 1 business day. No spam, ever.