9 Best Guide Creation Software & Tools [+How To Choose the Right One]

Last Updated on March 18, 2025 by Owen McGab Enaohwo

guide-creation-software

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You just hired new team members. They are eager to start working, but there’s no structured onboarding. Instead, they repeatedly ask the same questions because employees struggle to find training materials that are scattered across multiple documents, outdated PDFs, and videos.

Without structured guides, these employees waste valuable hours searching for the right information. They also have to rely on managers and their colleagues for guidance, which slows down productivity.

The right guide creation software simplifies onboarding by organizing processes into a structured, repeatable system. Employees can easily access up-to-date instructions, reducing inefficiencies and improving workflow.

But with so many options available, how do you choose the right tool?

In this article, we’ll explore the nine best guide creation software and tools and offer tips on choosing the right one for your organization.

Ready to streamline your guide creation process? Try SweetProcess for free and see how easy it is to document, manage, and share guides effortlessly. Sign up for the 14-day free trial!

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What You’ll Learn In This Guide:

What Is a Guide Creation Software?

Top 9 Guide Creation Software for Creating User Manuals

Why Businesses Need Guide Creation Software

Key Features To Consider Before Choosing a Guide Creation Software

How To Create Step-by-Step Guides Using SweetProcess

Which Guide Creator Should You Choose For Your Business?

What Is a Guide Creation Software?

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A guide creation software is used to document, organize, and distribute structured guides, SOPs, and training materials. Your team doesn’t have to search through outdated PDFs, Slack messages, email threads, or inconsistent documents to get information since everything is accessible.

Businesses use guide creation software to eliminate the following:

  • Unstructured documentation
  • Outdated or misplaced content
  • Disorganized training processes
  • Knowledge silos
  • Errors and miscommunication in the business

Implementing this tool allows you to create interactive, step-by-step guides that employees, customers, and stakeholders can follow independently.

The result? Better productivity, faster onboarding for new hires, and improved knowledge retention across the organization.

Streamline your documentation and keep your team on the same page.

With the right guide creation software, you can eliminate confusion, improve efficiency, and ensure everyone has access to the latest information. Get started with SweetProcess today!

Top 9 Guide Creation Software for Creating User Manuals

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Choosing the right guide creation software is the first step in documenting your business information and sharing knowledge. This will help you create structured, easy-to-follow guides while ensuring accessibility, consistency, and collaboration across teams. Let’s explore the top nine guide creation tools that you can consider.

1) SweetProcess: Top Guide Creator for Businesses

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SweetProcess is an intuitive, all-in-one guide creation tool designed for businesses looking to document processes, streamline workflows, and improve knowledge sharing. Whether you need to write standard operating procedures, training manuals, or step-by-step guides, SweetProcess simplifies the process with its user-friendly interface and robust collaboration features.

In addition, this tool enables you to develop private or public knowledge bases from your existing procedures. You can use these as guides for the entire team during onboarding or conducting regular training sessions.

To try out SweetProcess, start with the free 14-day trial period.

Key Features

Here are the key features of SweetProcess:

  • Step-by-step procedures: You can easily document and share structured procedures so employees always know the correct way to complete tasks. For instance, if you have multiple business locations, you can use SweetProcess to document and standardize customer service protocols across multiple locations.
  • Policies management: With this guide creation software, you can store company policies alongside procedures for easy reference. Your legal team can link compliance policies directly within workflows, ensuring staff follows regulations.
  • Quizzes: How will you know if your team understands the company procedures and policies on key issues like cybersecurity best practices? You can use the quiz feature to keep your employees well-informed.
  • Real-time team collaboration: SweetProcess allows team members to suggest real-time updates as managers approve. This ensures that the guides are updated for the entire team.
  • Task assignment and tracking: This feature allows you to convert procedures into tasks and track progress in real time. For instance, your marketing team can assign content approval workflows on the platform, ensuring each step is completed before publication.
  • Knowledge base creation: Your team needs a central reference point for all the guides. You can create a new knowledge base or design one based on the existing procedures and policies. This will make your team more efficient.
  • Integration with 1,000+ apps: If you already use other business apps, you can connect SweetProcess via API or Zapier. This is ideal if you have remote or hybrid teams. You can easily integrate this tool with your project management tools to streamline workflows.
  • Version history: Since multiple stakeholders have access to your company guides, you’ll have multiple versions when anyone makes updates. This feature allows you to track changes and restore previous versions, which is important if you need audit trails for regulatory purposes.

Pricing

SweetProcess offers a free 14-day trial, allowing businesses to explore its features risk free. Paid plans start at $99/month for an active team of 20 and $5 for each additional team member. You can also request a quote if your team has fewer than 20 members.

Once you sign up for an account, you can access all features at no additional cost. The transparent pricing model is ideal for all types of businesses.

Eliminate documentation chaos and create structured, accessible guides effortlessly. Try SweetProcess today. Click here to start your 14-day free trial!

2) Notion: Ultimate All-in-One Guide Builder

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Image source: Notion

Notion is a flexible, all-in-one workspace that allows teams to create, organize, and share documents, wikis, and guides. Known for its customization options and user-friendly interface, Notion is an excellent tool for organizations looking to build internal documentation, training manuals, and SOPs while keeping all the information centralized.

Notion’s ability to mix text, images, databases, and interactive elements makes it a powerful solution for businesses of all sizes. Additionally, it ensures that every team member has access to up-to-date guides.

Key Features

  • Templates: Notion has over 30,000 pre-designed templates to get you started when building checklists or creating guides.
  • Customizable wiki and documentation: You can craft structured guides and company wikis using an intuitive drag-and-drop editor.
  • Connected workspace: Notion makes it easy to manage your projects from start to finish without switching platforms.
  • Integration with third-party apps: Instead of using multiple guide creation tools, you can connect them with Notion to improve your workflow efficiency.
  • Notion AI: This feature allows you to intuitively search for answers, generate insights, and create documents in your own style.

Pricing

Notion offers a range of plans to accommodate various user needs. The free plan is ideal for individuals or small teams, providing unlimited pages and blocks with a 5MB file upload limit. The Plus plan is priced at $10 per seat/month and allows you to invite up to 100 guests. The Business plan costs $15 per user/month and offers more advanced features. You can also opt for the Enterprise plan, which is tailored to larger organizations.

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Image source: Notion

Pros of Notion

  • Notion’s flexibility allows users to tailor the platform to their specific needs, making it suitable for a wide range of applications.
  • The robust Notion user community offers templates, tutorials, and integrations, enhancing the platform’s utility.
  • Notion supports a wide range of integrations, allowing users to consolidate their workflow into a singular workspace.
  • This tool has an easy-to-use interface, making it easy to find information.

Cons of Notion

3) Scribe: Best for Step-by-Step Instructions

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Image source: Scribe

Scribe is a guide creation tool designed to simplify the creation of step-by-step guides and tutorials. Scribe automatically captures on-screen movements and clicks and transforms these keystrokes into comprehensive documentation, complete with screenshots and written instructions.

This functionality benefits your business if you want to streamline employee training and enhance knowledge sharing. You can share all your recordings with the team via a Chrome extension or desktop app or embed them into an accessible knowledge base.

Key Features

  • Automatic workflow capture: Scribe records user actions in real time and converts them into step-by-step guides without manual input.
  • Easy customization: Users can edit generated guides by adding descriptions, rearranging steps, and incorporating additional context to tailor the documentation to specific audiences.
  • Automatic redaction: If your business processes sensitive information, Scribe features allow you to redact this information to stay compliant.
  • Custom branding: After capturing your screenshots, you can add brand colors and logos to make the guide professional.

Pricing

Scribe offers a tiered pricing structure to accommodate different user needs. The Basic plan is free for all users. The Pro Team plan is priced at $12 per user/month for more features. You can also pay $23 per user/month for the Pro Personal option. Additionally, you can request custom pricing for the Enterprise plan. This option is for organizations needing advanced features.

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Image source: Scribe

Pros of Scribe

  • Scribe has an intuitive interface, simplifying the creation of detailed guides without extensive training.
  • The automatic capture of workflows significantly reduces the time required for manual documentation.
  • Scribe integrates with existing business tools, so you don’t have to use multiple tools.
  • You can export guides in different formats. 

Cons of Scribe

  • Some users find Scribe costly for one-time use.
  • This tool is limited because it works only in the browser and not the desktop, which isn’t ideal for some users.

4) Document360: Ideal for Knowledge Base Management

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Image source: Document360

If you are looking for a tool to manage your knowledge base, you can consider Document360. This cloud-based software allows you to design, share, and manage user manuals and SOPs for internal teams and customers. It offers a user-friendly interface and multiple features to help you create detailed documentation and user guides.

Thanks to the self-help content, you can reduce support tickets. Your customer support team can also resolve customer queries much faster by referring to the comprehensive guides. This tool is ideal for industries such as healthcare, SaaS, IT services, education, and manufacturing.

Key Features

  • Advanced knowledge base portal: This robust editor allows writers and editors to create content more efficiently.
  • Customization and branding: It allows extensive customization, including custom domains and design elements, to align the knowledge base with company branding.
  • Integrations: You can connect your company’s knowledge base with other business tools like chatbots and analytics tools.
  • Widget: This knowledge base assistant connects to your website, making it easy for users to get answers about your products and services.

Pricing

Document360 offers a range of pricing plans, starting with the Professional plan for growing teams. Mid-sized businesses can subscribe to the Business plan, which gives them access to more features. The Enterprise plan is designed for large organizations with more needs. You can start with the free trial before committing to any of these payment plans.

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Image source: Document360

Pros of Document360

  • This software offers comprehensive features that make it easy for users to navigate.
  • The seamless integrations help you connect with popular platforms to enhance existing workflows.
  • Users commend the efficient and helpful support team.
  • You can customize your knowledge base to align with your brand colors and logo.

Cons of Document360

  • Some users say the platform has had downtime issues that affect operations.
  • When new features are introduced, some of them are under the premium plans.
  • Users have reported issues when adding media. Instead of being able to drag and drop files directly, they must first upload them to a separate drive and then manually insert a link to reference the files.

5) Dozuki: Perfect for Manufacturing Documentation

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Image source: Dozuki

Dozuki allows organizations to streamline the creation and management of manufacturing documentation. With this platform, you can develop standardized work instructions, training materials, support guides, and operational procedures to keep your production lines consistent and efficient.

This tool provides step-by-step instructions that help minimize errors. It’s also ideal for learning and development when hiring new employees or improving your team’s skill set. 

Key Features

  • Knowledge management: Your employees can execute their tasks more safely since they have a reference point on Dozuki.
  • Learning pathways: The documented company procedures can be transformed into employee user guides and training manuals.
  • Collaboration: Dozuki is ideal for collaborative teams since it enables real-time stakeholder communication and feedback.
  • AI analytics: To improve your documentation process, you can use this feature to track vital insights.

Pricing

You must request a personalized quote for Dozuki features from the website. This way, you can get tailored pricing plans based on your organizational needs.

Pros of Dozuki

  • Dozuki supports over 100 languages, making it ideal for organizations in different regions.
  • These tools offer consistent formatting; therefore, users can understand much better.
  • The intuitive interface simplifies the creation and management of documentation.
  • Dozuki has clear and concise work instructions, which enhances operational efficiency.

Cons of Dozuki

  • While Dozuki doesn’t publicize its pricing options, some users have issues with the single pricing model because they don’t use all the available suites.
  • Their customer support process could use some improvement.
  • Some users have pointed out that they have an issue with videos and images not working correctly.

6) SafetyCulture: Best for Training Frontline Teams

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Image source: SafetyCulture

Another software alternative for creating user manuals is SafetyCulture. This learning management system will help you train your team members from a single platform. The tool allows you to track your team’s progress and assess their performance to ensure they execute their tasks correctly.

SafetyCulture is ideal for both in-person and digital training sessions. You can also build a course in minutes by using the available templates. With this tool, your frontline teams can access continuous learning development materials.

Key Features

  • Template library: The software has over 80 templates to help you build quizzes and training modules.
  • AI-assisted content creation: You can utilize AI tools to convert existing documents or images into interactive training materials, streamlining the content development process.
  • Comprehensive analytics and reporting: SafetyCulture offers analytics to monitor training progress, identify knowledge gaps, and track compliance.
  • Bite-sized training modules: You can deliver concise, role-based training that employees can understand in about five minutes.
  • Mobile-first learning: Training resources are readily available via smartphones or tablets; therefore, users can learn from anywhere. 

Pricing

SafetyCulture offers three pricing plans. The Free plan covers up to 10 active users and gives access to basic training features. The Premium plan goes for $24 per seat/month when billed annually and $29/seat/month when billed monthly.

The Enterprise plan is tailored for large organizations with complex requirements. You have to get a custom quote for this option.

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Image source: SafetyCulture

Pros of SafetyCulture

  • The mobile-first approach ensures that training materials are readily available to all stakeholders.
  • Users have reported that SafetyCulture is ideal for report generation, especially for audit and compliance needs.
  • SafetyCulture is easy to use and integrates well with other tools. 
  • The customer team is highly responsive.

Cons of SafetyCulture

  • Some of the more sophisticated functionalities, such as advanced analytics and integrations, are only available in the Premium and Enterprise plans.
  • Although SafetyCulture offers several integrations, it’s not as comprehensive, which might not be ideal for organizations with highly specialized tools.

7) Paligo: Leading Software for Technical Documentation

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Image source: Paligo

Paligo is a leading solution for technical documentation. This cloud-based component content management system (CCMS) enables organizations to document procedures and policies thanks to the structured authoring and multi-channel publishing capabilities.

The platform’s user-friendly interface and robust features cater to small teams and large enterprises. Its content reuse and AI features allow users to produce and share content much faster.

Key Features

  • Topic-based authoring: This feature ensures content consistency, allowing writers to focus on quality.
  • Version control: You can view the revision history and manage the document updates for better team collaboration.
  • Content reuse: Writers can repurpose the existing content across different documents, reducing content duplication.
  • Collaboration tools: With Paligo, your team can work on joint projects and update information in real time. 

Pricing

Paligo has three pricing tiers. The Professional plan starts at $4,800. For more features, you can opt for the Business plan, which offers more storage, languages, and premium support. The Enterprise option is ideal for large enterprises and comes with unlimited features and enterprise support. To get a quote for the plans, contact the Paligo team.

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Image source: Paligo

Pros of Paligo

  • You can customize all types of elements in Paligo.
  • Since the tool is cloud-based, it facilitates teamwork with real-time collaboration tools and role-based permissions.
  • The Paligo customer support team is responsive, friendly, and thorough.
  • Paligo is ideal for new technical writers who just started using single-sourcing tools.  

Cons of Paligo

  • According to some users, Paligo is ideal for large organizations with multiple product lines.
  • Compared to other tools, this software and licenses can be quite costly.

8) Guidde: Best for Video-Based Documentation

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Image source: Guidde

Guidde breaks down the most complicated workflows into simple video documentation. This AI-powered platform enables your organization to produce engaging tutorials, training materials, and how-to guides in seconds. It’s user-friendly, making it ideal for beginners and seasoned professionals.

This user manual software can be used as an extension or a desktop app. It improves your documentation processes to increase efficiency across all company operations.

Key Features

  • Magic capture: With a single click, you can capture workflows and generate step-by-step descriptions for your employees and customers.
  • AI-generated voice-overs: This software enhances your user guides with natural-sounding voice-overs in multiple languages and accents.
  • Editor: Once you’ve captured your content, you can customize the guide by adding visually appealing images and videos. 
  • Privacy controls: You can use the privacy settings to manage access to video content, especially for sensitive information.
  • Smart sharing: This feature allows you to share guides via public links or embed them within organizational platforms.

Pricing

You can choose between four pricing options. The Free plan is ideal for getting started and gives you access to 25 how-to videos, web-only support, and voice-over recording. The Pro alternative costs $16 per creator/month, making it ideal for small teams and individuals.

The Business plan costs $35 per creator/month and covers up to five creators. In addition, you can request a custom quote for the Enterprise plan.

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Image source: Guidde

Pros of Guidde

  • Users can incorporate multimedia elements such as videos and screenshots to make the guides more vibrant.
  • The intuitive platform allows users to create production-ready how-to videos without design or editing experience.
  • Users can access basic key features via the free plan.
  • You can create video and document guides for onboarding new hires quickly.

Cons of Guidde

  • Users point out that as much as Guidde is ideal for company teams, you’ll often have to re-record your content due to UI updates.
  • Some users mention issues with how the software executes full-screen recording for desktop applications.

9) Tango: Ideal for Software Training Guides

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Image source: Tango

Tango is a guide creation platform that allows you to develop walkthroughs in a few minutes. This user-friendly platform captures workflows in real time and automatically generates detailed documentation for your training sessions, including screenshots and texts.

With Tango, you can simplify the process of documenting complex procedures. And make them accessible to your teams. In addition to providing your employees with a step-by-step guide, you can use this tool to improve knowledge sharing. 

Key Features

  • Process documentation: With Tango AI, you can instantly record a how-to-guide for your team.
  • Integration capabilities: Guides can be seamlessly embedded into knowledge bases, learning management systems, and ticketing platforms, ensuring accessibility within existing workflows.
  • In-app guidance: You can embed walkthroughs directly into applications, providing users with on-screen prompts to navigate processes seamlessly.
  • Analytics dashboard: This feature enables you to monitor guide usage, process adoption rates, and identify areas where users encounter difficulties.

Pricing

Tango has three pricing plans: Free, Pro, and Enterprise. The Free option gives you 15 shared workflows and covers up to 10 users. To capture process guides for your company knowledge base, you can pay for the Pro version at $20/month. Alternatively, you can request a custom quote for the Enterprise plan.

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Image source: Tango

Pros of Tango

  • Tango is compatible with various business platforms, making it ideal to integrate with other tools.
  • The automated content capture reduces the time taken to produce comprehensive training materials.
  • This software supports teamwork since multiple users can refine documentation on the same platform.
  • It has no learning curve. Users don’t require technical expertise to adopt this tool.

Cons of Tango

  • According to some users, the tool might not be ideal for technical writers looking for a documentation tool.
  • While Tango is a solid tool, some users feel it lacks depth and could offer more advanced functionalities.

Choosing the right guide creation software can transform the way your business documents and shares knowledge.

SweetProcess stands out as the ultimate solution for creating structured, easy-to-follow guides. Why settle for scattered, inconsistent documentation? Sign up for a free trial of SweetProcess now!

Why Businesses Need Guide Creation Software

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Your company needs a proper structure to maintain compliance and conduct customer and employee training. A guide streamlines these processes by ensuring all information is organized, consistent, and accessible. However, this can only be achieved if you have the right tool.

Let’s examine the key reasons your organization needs to implement guide creation software.

Standardized Documentation

Think of a franchise restaurant chain with multiple locations. If different branches follow different kitchen procedures and preparation standards, there’s a high chance that the food quality will be inconsistent, leading to frustrated customers.

However, if you have guide creation software, you can write procedures for your business and document all the processes to reduce mistakes and confusion. You can use the standard operating procedure templates to standardize all the information you need to operate the business. Your team is more efficient when all your documents adhere to a uniform style and format.

Improved User Experience

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Have you ever tried to follow a poorly written manual? It’s frustrating. In the same way, your customers expect clear, easy-to-follow instructions that help them complete tasks without confusion.

You can use this tool as user manual software to train your customers on how to use your service or product. For instance, if a software company provides well-documented user guides, it can help customers onboard quickly, reduce frustration, and increase product adoption. Guide creation software allows you to include visuals, such as videos and images, to break down the manuals much better.

Additionally, user manuals guide customers through complex processes, enabling them to resolve issues independently. A better user experience leads to fewer complaints, increased customer satisfaction, and a stronger business reputation.

Reduced Support Costs

Statistics show that 67% of customers prefer resolving issues on their own rather than engaging a company representative. What does this translate to? Fewer support tickets, and your customer support teams spend less time answering repetitive questions.

With a structured guide, customers and employees can troubleshoot independently, reducing the need for direct support. This way, your support staff will redirect their efforts toward more complex issues, and you can use the resources for other company activities.

Invest in quality software with a comprehensive knowledge base of guides, FAQs, and interactive tutorials to reduce these costs.  

Enhanced Brand Image

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Imagine two companies. One provides an easy-to-navigate knowledge base with interactive tutorials, while the other relies on multiple Microsoft Word and PDF documents held by different supervisors. Which company seems more reliable and competent?

Your documentation reflects your brand. Professional and user-friendly documentation demonstrates attention to detail and builds trust with customers, partners, and employees. Keep in mind that there are several competitors in the market today. Therefore, investing in proper documentation increases your chances of receiving better reviews and improved loyalty.

A company like Apple is known for its clean, easy-to-follow product guides that enhance user experience and reinforce its brand identity as intuitive and user-friendly.

Compliance & Legal Requirements

Strict policies regulate organizations in sectors like healthcare, manufacturing, and finance. For instance, medical institutions must maintain strict documentation of patient care procedures, safety protocols, and HIPAA compliance.

Similarly, financial institutions must document security policies to meet regulatory requirements. Without a structured system, managing these compliance documents becomes overwhelming and prone to errors. Implementing process documentation software ensures that all the documentation is updated and accurate.

This reduces legal risks and potential liabilities that can be costly to the business.

To experience these benefits firsthand, implement solutions like SweetProcess, designed to simplify creating and managing your organization’s guides. Try it out today!

Key Features To Consider Before Choosing a Guide Creation Software

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Not all guide creation tools are built the same. While some offer basic document management, others provide a comprehensive suite of features. So, how do you pick the right one? Here are a few essential features every great guide creation platform should have.

Content Authoring

Your guide creation software should make it easy to create, edit, and structure content without requiring advanced technical skills. As you choose a tool, ask yourself:

  • Can your team quickly create step-by-step guides?
  • Does the software enhance learning by supporting media like images, videos, and GIFs?
  • Is there a drag-and-drop editor for a seamless writing experience?

For example, a customer service team documenting troubleshooting steps needs a tool that allows them to embed screenshots with texts and video tutorials effortlessly. Without these capabilities, users may struggle to understand complex processes, leading to increased support tickets and frustration.

A powerful content authoring tool ensures your guides are clear, engaging, and easy to update as processes evolve.

User Management

Who can access, edit, or publish your guides? User management features help control permissions, ensuring that only the right people can create, review, and distribute documentation.

With proper role-based access controls, you can limit the number of employees who edit or delete critical documents.

A good guide creation tool allows you to:

  • Assign roles such as admin, editor, and viewer
  • Set access permissions based on teams or departments
  • Track changes with version control to maintain accuracy

Security and Compliance

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Data security is non-negotiable. If your organization handles sensitive business processes, customer data, or industry-specific compliance documents, your guide creation software must prioritize security.

According to the World Economic Forum, 95% of all cybersecurity breaches are caused by human error. Educating your employees on the right security procedure can help you avoid such issues. They can refer to company guides and prioritize efforts that protect your business from cyberattacks, data leaks, and regulatory penalties.

To reinforce this security measure, you need a tool that’s well encrypted to protect data, with features like two-factor authentication (2FA) for an extra layer of security and that complies with industry standards.

Reporting & Analytics

How do you measure the effectiveness of your guides? Are employees or customers actually using them?

A strong guide creation tool should provide insights into document performance, such as:

  • View counts: How often are your guides accessed?
  • Completion rates: Are employees finishing their training guides?
  • User feedback: Are the guides helpful, or do they need updates?

For example, an SaaS company that releases frequent product updates can use analytics to track which help articles are most viewed. If a guide on a new feature has low engagement, they might realize users need detailed instructions or better visuals.

With this information, you can make data-driven decisions to reduce knowledge gaps.

Seamless Collaboration & User Experience

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Creating documentation shouldn’t be a solo task. Multiple teams often contribute review, and update guides. Without seamless collaboration tools, version control becomes a nightmare.

As more employees work in remote and hybrid environments, your guide creation software needs to be collaborative. Employees in different time zones can contribute to the knowledge base, and the information can be edited and approved in real time.

A great guide creation tool should include approval workflows to maintain content accuracy and version history to review past documents if needed.

Branding & Customization

Your documentation is an extension of your brand. Therefore, an unbranded knowledge base may feel disconnected from your company’s identity.

Customization features allow you to:

  • Add your logo and brand colors to maintain a consistent look
  • Host guides on a custom domain
  • Modify templates to match your company’s style

A well-branded guide makes training materials feel more engaging and trustworthy.

Looking for a tool that checks all the boxes? Sign up for a 14-day free trial of SweetProcess today!

How To Create Step-by-Step Guides Using SweetProcess

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Creating clear, structured guides is essential for ensuring consistency and empowering teams with the knowledge they need. With SweetProcess, businesses can seamlessly document procedures, transform them into an accessible knowledge base, and manage processes in one centralized location.

Below are key ways companies can leverage SweetProcess to streamline guide creation and process management.

Document Your Company’s Procedures and Processes

Every business runs on processes, whether onboarding new employees or handling customer support tickets. However, without a structured way to document these workflows, teams often rely on outdated documents, word-of-mouth training, or scattered notes.

With SweetProcess, businesses can:

  • Document step-by-step procedures in a structured, easy-to-follow format
  • Add images, videos, and attachments to enhance clarity and engagement
  • Standardize workflows so employees follow the same process every time

For example, a growing e-commerce company can document its order fulfillment process in SweetProcess, ensuring warehouse staff follow a standardized workflow when packaging and shipping products.

To add a process, create a new one on the dashboard.

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  • Add the process title.
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  • Add more details to your process and save it, or share it with the rest of the team.
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Instead of employees second-guessing the correct process, they can simply pull up a guide in SweetProcess and follow each step confidently.

Turn Existing Procedures and Policies Into a Beautiful Knowledge Base

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What happens when employees need to find a guide, but it’s buried in email threads? Searching for critical information wastes essential company time and affects productivity.

With SweetProcess, companies can transform existing procedures into an organized, searchable knowledge base that employees can access anytime, including:

  • Internal SOP library
  • HR policies
  • IT troubleshooting guides

This critical documentation is stored in one place, reducing information silos and making knowledge easily accessible.

For instance, an IT support team can use SweetProcess to centralize troubleshooting guides for common technical issues. Instead of employees contacting IT for simple fixes, they can quickly search the knowledge base and resolve problems independently, reducing downtime.

  • You can pick the specific policy or procedure you need.
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  • Scroll down on the pop-up menu and select “Knowledge Base.”
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This procedure will be added to your knowledge base. Employees can search from the “Knowledge Bases” menu.

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Additionally, you can choose to make this knowledge base private or public, depending on whether it’s meant for internal teams or customers.

Manage Your Team’s Procedures and Processes in One Place

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Instead of scattered documents, SweetProcess provides a single source of truth for all company processes and procedures. From the dashboard, you can:

  • Assign and track tasks to ensure team members complete procedures correctly
  • Collaborate in real time to update and refine processes
  • Control user permissions so only authorized personnel can edit or approve guides.

You can search for the specific document you need to make updates.

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Several organizations have used SweetProcess to improve their documentation process.

A good example is the London-based IT company TechQuarters. As the company grew, tribal knowledge became a major obstacle. Employees relied on undocumented procedures, leading to inconsistencies and inefficiencies. New hires struggled to adapt, and processes had to be explained repeatedly.

Without a centralized system for documenting workflows, knowledge gaps, and operational slowdowns became inevitable. In search of a workflow automation tool, TechQuarters’ Operations Director Mark O’Dell explored various solutions and found SweetProcess.

Unlike simple checklists, SweetProcess provided structured documentation and media integration, making it the perfect solution for standardizing its growing operations. Thanks to SweetProcess, the company has now achieved:

  • Effective documentation: Employees now have structured, easy-to-follow guides instead of scattered spreadsheets and Word docs.
  • Centralized knowledge base: New and existing employees can access documented workflows anytime, eliminating reliance on tribal knowledge.
  • Improved customer satisfaction: Clients receive consistent, high-quality service since every process is documented and followed correctly.
  • Streamlined employee training and onboarding: New hires onboard faster while recruitment and offboarding processes are standardized.

Another beneficiary of SweetProcess is MonteVista Homes. The company was managing 50+ homes under construction at any given time. However, it started facing several operational challenges, such as a lack of SOPs, a lot of tribal knowledge, and paper-based documentation, making it difficult to scale efficiently.

Frustrated with paper-based SOPs that no one used, MonteVista Homes explored digital solutions. SweetProcess stood out for its ease of use, structured documentation, and ability to integrate videos into training materials. Here are more benefits they got:

  • Easy and effective documentation: SOPs are now structured, easy to update, and accessible to all employees, eliminating outdated paper manuals.
  • Seamless employee onboarding: SweetProcess provides self-guided training for new hires, reducing onboarding time from weeks to a few hours.
  • Centralized reference point: Employees no longer rely on supervisors for every question—guides are readily available, improving efficiency.

Ready to streamline your business processes like TechQuarters and MonteVista Homes? Sign up for a free trial of SweetProcess today!

Which Guide Creator Should You Choose For Your Business?

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If your team wastes hours searching for documents or repeating the same training over and over, you’re losing valuable time and money. A powerful guide creation tool ensures that critical information is available, easy to follow, and always up to date.

While different tools cater to different needs, not all offer the structured, scalable, and intuitive approach that businesses truly need to succeed. This is where SweetProcess stands above the rest.

With its intuitive interface, centralized knowledge base, and seamless collaboration features, it helps organizations document workflows, train employees faster, and maintain compliance.

SweetProcess gives you everything you need to create, manage, and easily share step-by-step guides, whether you’re a fast-growing startup, an established business, or a remote team. Start your 14-day free trial now! No credit card is required.

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Avoid wasting time documenting the wrong tasks.
Download our free Systemization Checklist.