Every MSP has a folder somewhere with master Word templates: the proposal, the onboarding checklist, the QBR deck, the project plan template, the recommendation letter. Each one is a snowflake — a few tenants have a great version, most have a version someone updated three years ago, and using one means opening Word, hunting for the variables, replacing them by hand, hoping the formatting survives, and then exporting to PDF. The work that should take 2 minutes takes 20.
Morton Command Center's Document Builder treats documents as a feature, not an artifact. Define the template once. Generate per-customer instances in seconds. Brand stays consistent. During your build, we configure the document templates that match how your team actually works — QBR format, proposal structure, onboarding checklist. Your templates, not ours. And your Word files don't disappear overnight — Document Builder is there when you're ready, sitting alongside your existing stack.
What gets surfaced
- Marketing → Document Builder page — list view of every saved document. Search by name and quickly reopen, duplicate, or delete any draft.
- Document composer — define headings, body paragraphs, repeatable sections, and fill-in signature lines. Format with bold, links, and custom font sizes. A live preview renders as you type.
- Per-client PDF export — fill in your client name and details, hit Preview, and use the browser's Print → Save as PDF. Branded header, your logo, your contact footer — done in under a minute.
- Fillable form fields — insert short, medium, or long underscore-run lines for client signature, date, and approval fields. The PDF renders them as clean fill-in blanks.
- Live data (roadmap) — Document Builder is built into Command Center and designed to gain live-data sections that pull block hours, ticket volume, and backup health at generation time as the platform matures. Those numbers come from whatever feeds your dashboard — your ticketing system (Freshdesk, ConnectWise, HaloPSA, or anything with an API), your RMM (NinjaOne, Datto, Kaseya, or anything with an API), and your accounting system (QuickBooks Desktop via Conductor, QuickBooks Online, Xero, Sage, or anything with an API). Every one of those is a custom integration we build for your stack as part of your engagement — built to fit your exact tools and workflows, not forced onto someone else's pre-wired list. Because the platform is API-driven, any tool in those categories connects the same way. If your tool has an API, we build the integration for it — custom to your stack. As your build adds integrations, those numbers are right there on your dashboard to drop in.
- Branded letterhead — every PDF gets the tenant's branded header with logo, color palette, and a contact footer (phone, email, website). No extra configuration per document — change the brand once in Settings and every future document inherits it.
- Saved drafts library — every document saves as an editable draft you can reopen, rename, duplicate, or delete. The list is searchable so finding last month's QBR takes seconds, not a folder crawl.
Common document types
- Proposals — outline scope, terms, and signature lines. Drop in your pricing manually, or copy from the Quotes module. Signature lines render as fill-in blanks in the exported PDF.
- Onboarding plans — checklist-style document a new customer signs at kickoff. Variables for plan, contract type, point of contact, projected go-live date.
- QBR / monthly recap — structured sections for this month's highlights, open items, and next steps. Drop in the numbers from your dashboard, export to PDF, and it's ready to send. Same branded output every time.
- Project plans — scoped deliverables, milestones, and dependencies. Free-form sections let you structure any project your way, exported with the same branded letterhead.
- Internal reports — for internal use: weekly ops report, monthly revenue report, customer-status briefing. Same engine, no branded letterhead required.
Brand controls
Each tenant defines its branding once in Settings → Branding: primary color, secondary color, logo SVG / PNG, font family, footer text, contact-info block. Every generated PDF picks those values up. Change the brand once → every future document inherits.
Pricing
Flat monthly pricing — no per-seat fees, no per-vendor surcharge. See current pricing on the homepage →
Ready to talk?
The first call is a 30-minute discovery — we map which documents your team generates most (proposals? QBRs? onboarding plans?) and how much time each one currently takes. The ROI usually shows up in the first month of QBR season. No commitment, no sales pressure.
Questions first? Email [email protected] or read the FAQ.