Now Available on Microsoft AppSource

Smarter Notes,
Built Into Word

Whether you're a solo researcher or part of an enterprise team, Margin Pro brings governed, searchable research notes right into Microsoft Word — with SSO, OneDrive sync, and team collaboration built in.

Install Free on AppSource → Request Enterprise Pilot
Built on Microsoft 365 | OneDrive Native Sync | Microsoft SSO | Tenant Isolated Data | NIST-Aligned Policy Controls

Platform Capabilities

Built for enterprise teams
operating inside Word

Microsoft SSO Sign-In

Users sign in with their existing Microsoft 365 credentials. No new passwords. No IT provisioning overhead. Zero-friction adoption.

OneDrive Research Vault

Every note is automatically synced to the user's OneDrive as structured Markdown. Notes stay in your tenant — always accessible, always yours.

Department Governance

Admin-controlled pilot whitelists, role assignment (Contributor / Lead / Admin), and department-scoped data isolation — all managed from the sidebar.

Collaborative Workspaces

Share notes within your organization as read-only or collaborative workspaces. Knowledge stays in Word, where it's used — not in a separate tool.

Document-Bound Notes

Notes are automatically linked to the specific Word document they were created in. Switch documents, and your relevant notes surface instantly.

Rich Attachments

Attach images and PDFs directly to your research notes. Securely stored in Firebase Storage and linked to the record — accessible from anywhere.

The Workflow

Adding a Margin Note

From a blank sidepane to a governed, searchable research record — in seconds.

1

Open & Compose

Open the Margin Pro sidepane directly from your Word ribbon. Give your note a label, write your content with rich text formatting, and choose whether it belongs to your personal workspace or your team.

  • Rich text editor with bold, lists & more
  • Attach images or PDFs to any note
  • Personal, Team Read-only, or Collaborative workspace
Compose Note
Save Options
2

Save or Insert

Two powerful save modes fit every workflow. Save Only vaults your note silently. Save & Insert stamps a formatted, dated annotation directly into your Word document at the cursor position.

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

Find it in My Notes

Every note is instantly searchable and scoped to its document. Switch to the My Notes tab to browse, search, re-insert or edit any note — with team notes clearly badged.

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

Collaboration

Team Workspaces & Shared Notes

Research doesn't happen in silos. Margin Pro brings your team's knowledge into a shared, governed workspace — without leaving Word.

Personal Workspace

Notes are private to you. Only you can read, edit, or delete them. Perfect for draft thinking or sensitive analysis before sharing.

Team Workspace (Read-only)

Publish a note to your team as a read-only reference. Colleagues can view and re-insert it, but only you can modify it.

Team Workspace (Collaborative)

Any team member with access can edit, update, and re-insert the note. Ideal for shared frameworks, standard language, or living reference docs.

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

Admin Governance, Built In

The Management tab gives Admins a live directory of every team member in the M365 tenant, their assigned role, and full control over the pilot enrollment whitelist — including bulk CSV import.

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

Template Store

Professional frameworks,
ready to insert into Word

The Margin Pro Store ships with 15+ executive-grade templates organized by industry — from SWOT Analysis to the Diamond Method™. Browse, preview, and paste with one click.

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
M
MarginPro
Cloud Sync Active ✓
ENTERPRISE Unlimited notes & attachments
Manage
New Note My Notes ⊞ Store Management

CATEGORY

Strategic Planning (4)

STRATEGY FRAMEWORKS

SWOT Analysis OWNED

Minimalist 2×2 grid assessing Strengths & Threats.

👁 Preview Use Template
Current State vs. Future OWNED

3-column As-Is / To-Be gap analysis.

👁 Preview Use Template
MarginPro v1.0.3  |  v1.0.3 (production)

Utilization Workflow

From Doc to Add-in
in one click

Once a note is inserted, it becomes a living link. Selecting a note link in your document instantly opens the Margin Pro window to view the full research record.

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

Enterprise Security Posture

Security your CISO
can approve

Margin Pro is built on enterprise-grade Microsoft and Google Cloud infrastructure, with server-side enforced security rules, tenant-scoped data controls, and structured role-based access — foundational layers for teams building toward formal governance and compliance readiness.

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.

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