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Monolith
Docs

Monolith Docs

Beta

Documents and templates plugged into your CRM

Edit office formats in the browser, collaborate live, and generate proposals and invoices from CRM data without leaving the platform.

Join the beta See pricing

What you get with Docs

A document stack your CRM actually uses

Four capability groups covering editing, collaboration, templated generation, and security.

Edit Documents in Your Browser

Full office-format editing with no installs.

  • Full DOCX, XLSX, and PPTX editing
  • Fidelity-preserving editing — no formatting surprises
  • Format conversion — DOCX to PDF, ODT, and more
  • Works in any modern browser with no desktop installs

Collaborate in Real-Time

Your whole team on the same document.

  • Simultaneous editing with live cursors
  • Track changes, comments, and revision history
  • Time-bounded editing sessions with automatic save
  • Access controls scoped to CRM records and business units

Generate Documents From Templates

Define once. Merge anywhere in CRM.

  • Template authoring with merge fields that pull live CRM data
  • Proposals, invoices, and work order documents straight from CRM
  • Automatic PDF generation for signature-ready output
  • Moli drafts the first pass so your team just reviews and sends

Secure By Design

Document security taken as seriously as identity.

  • Single sign-on with the rest of Monolith — one login, one session
  • Tenant-scoped storage with full audit trail
  • File-type validation and upload policy enforcement
  • Access controls scoped to business units and roles

Part of the Monolith ecosystem

Docs is how CRM turns data into paperwork

Templates authored in Docs pull live data from CRM and produce a clean, consistent PDF every time.

CRM

Monolith CRM

Merge customer, proposal, and work order data into any template.

Connect

Monolith Connect

Attach the generated PDF right into the active conversation thread.

Moli

Moli AI

Drafts the first pass of a proposal or follow-up doc; your team reviews and sends.

Beta pricing — TBD

Tiered pricing covering editing, real-time collaboration, and template-driven document generation.

Beta pricing is being validated with early customers. Final packaging and public pricing are still being finalized.

See all plans

Try Monolith Docs in the beta

Docs is in Beta alongside CRM and Connect. Join the waitlist and we'll follow up based on fit and rollout timing.

Join the beta See pricing