Margin Pro: Notes, Templates, and Sources in Word

Margin Pro is a Microsoft Word add-in that transforms how professionals capture, organize, and reference information — all without leaving their document.

Whether you're drafting a legal brief, building a consulting deliverable, analyzing financial data, or managing a complex project, Margin Pro keeps your notes, templates, and source data connected to the document you're writing.

Key Features & Advantages

• Inline Note-Taking: Capture structured notes tied directly to your Word document, stored securely in your Microsoft OneDrive.
• Professional Templates: Choose from a library of expert-built templates — SOPs, Critical Path schedules, financial summaries, and more — ready to populate in one click.
• Live Excel Integration: Link live cell ranges from Excel workbooks directly into your document, keeping data references always current.
• Automatic Appendix Assembly: Instantly compile all notes and linked data into a professional, formatted appendix — and remove it just as easily.
• Enterprise-Ready Security: Powered by Microsoft Entra ID SSO with full tenant isolation. Notes sync to your Microsoft OneDrive, securing your document data within your organization's Microsoft environment.

Who Benefits

• Legal professionals managing case documentation
• Consultants building client-facing deliverables
• Financial analysts linking live spreadsheet data
• Project managers applying structured frameworks
• Government and enterprise teams requiring compliant documentation

What Makes Margin Pro Different

• Everything in one place, inside Word — notes, reusable templates, live Excel data, and instant appendix assembly, with no switching between apps.
• Microsoft-native by design — sign in with Entra ID SSO; your note vault lives in your own OneDrive.
• Purpose-built for document-heavy work — legal, consulting, finance, and project teams.
• Independent and responsive — direct support and fast updates from the people who build it.

Get Started

Start your free 30-day trial — click Get It Now above. Available as a Personal, Professional, or Enterprise subscription through Microsoft AppSource. Questions or want a walkthrough? Contact us at support@marginproapp.com.