Waybook 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Waybook

4.9

(55)

Pricing

Starting at $49.00 per month

About Waybook

Waybook turns documents, processes, and know-how into effective and organized onboarding, training, and reference materials. This solution was designed by process experts to help businesses stay organized. The easy-to-use interface allows users to create documentation directly in the tool using two structures: Subjects and Documents. Subjects mirror departments or business functions, while the Documents structure reflects business activities.

Each document is made up of a series of steps, digestible snippets of information, and media in whatever form is needed to best share core information. Customize access and permissions to playbooks to streamline collaboration, so the right people can view the right information for their role. Users can give team members access to the documents they need to do their jobs and limit edit access to protect processes and important documents. Users can also use completion tracking to see whether everyone is up-to-date on best practices and guides, as well as automatically notify relevant team members to review new or updated documents.

Waybook Screenshots

Waybook Pricing and Plans

Starting price: $49.00 per month

Free Trial

Free Version

Core

$99.00

flat rate, per month

Plan includes:

Unlimited Documents
Tests & Assessments
Completion Tracking
Revision History
Custom Branding
1000+ Integrations
Dynamic Content
PDF Exports
Publicly Shareable Documents
Individual Permissions

Pro

$198.00

flat rate, per month

Plan includes:

Unlimited Documents
Tests & Assessments
Completion Tracking
Revision History
Custom Branding
1000+ Integrations
Dynamic Content
PDF Exports
Publicly Shareable Documents
Individual Permissions

Create

$49.00

flat rate, per month

Plan includes:

Unlimited Documents
Tests & Assessments
Completion Tracking
Revision History
Custom Branding
1000+ Integrations
Dynamic Content
PDF Exports
AI Actions
AI Creator

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Waybook Features

Popular features found in Business Process Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Collaboration Tools
Data Import/Export
Document Management
Drag & Drop
Reporting/Analytics
Task Management
Third-Party Integrations
Workflow Management
More features of Waybook
Academic/Education
Activity Dashboard
Activity Tracking
Alerts/Notifications
Assessment Management
Asynchronous Learning
Audit Management
Audit Trail
Built-in Course Authoring
Catalog Management
Chatbot
Commenting/Notes
Compliance Management
Compliance Tracking
Configurable Workflow
Content Library
Content Management
Corporate/Business
Customizable Branding
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard
Data Visualization
Document Storage
Drag & Drop Editor
Electronic Forms
Email Alerts
Email Management
Employee Handbook
Feedback Management
Full Text Search
Gamification
Interactive Content
Knowledge Base Management
Knowledge Management
Learner Portal
Learning Management
Learning Paths/Tracks
Live Chat
Mobile Access
Mobile Interface
Mobile Learning
No-Code
Orientation Workflow Management
Pre-built Templates
Process Change Tracking
Process Modeling & Designing
Progress Reports
Progress Tracking
Real-Time Data
Real-Time Notifications
Real-Time Reporting
Real-Time Updates
Reminders
Reporting & Statistics
Rich Text Editor
Role-Based Permissions
Rules-Based Workflow
Self-paced Learning
Self Service Portal
Single Sign On
SSL Security
Templates
Tests/Assessments
Text Editing
Training Administration
Training Management
User Management
Version Control

Waybook Integrations

Calendly

Zapier

Gmail

Trello

Google Drive

Microsoft Teams

See all 22 integrations

Waybook User Reviews

Overall Rating

4.9

Ratings Breakdown

91%

Secondary Ratings

Ease of Use

4.9

Value for money

4.9

Customer support

5.0

Functionality

4.6

Have you used Waybook and would like to share your experience with others?

Nuno Filipe B.

Verified reviewer

Machinery

11-50 employees

Used daily for less than 6 months

Review source

Reviewed September 2021

A fantastic tool you can't miss!!

Very good, totally recommended.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like the easiness of Waybook, it is a very intuitive app and has the flexibility of inserting all types of content. You can even take quizzes to make sure people understood everything and get a track record of who see the procedures. Very, very good app. Totally happy!

Cons:

I did not find any point to be unhappy but I'd like to see a near future the multi-language feature. We run 2 countries and it would be awesome to be able to publish documents in 2 different languages and any given user would see it for his language.

Reasons for choosing Waybook

Waybook serves different purposes. We are using another tool to automate processes but Waybook is the tool where they get defined.

Reasons for switching to Waybook

We find Waybook more straightforward to be our single source of truth in that relates to company knowledge.

Vendor Response

Hi Nuno Filipe, Thank you so much for your review and recommendation of Waybook. I'm so pleased to see that you're finding Waybook to be easy to use. We've invested a lot of time into making sure our UI is simple and easy for you to get started without any need for additional platform training. Also really happy to see that we've been able to help you to consolidate your tech stack and centralise your important business processes and documents. Really excited to continue supporting you and your team, as well as watching your Waybook grow. If we can ever help, you know where we are.

Replied October 2021

Verified

Reviewer

Marketing and Advertising

2-10 employees

Used daily for less than 6 months

Review source

Reviewed January 2022

It's amazing and simple. Exactly what I was looking for...

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I have been searching for a solution for documentation for a long time. Waybook is the highest value app I have purchased in a long time. I hope you guys plan to be around for a while. What I like: - We were using Notion for documenting our processes but after a while, it gets out of hand. It became a job to organise our stuff. Waybook has a built-in organisation. - Minimalist - I hate tools that have "too much going on". Waybook is simple. It does one thing very well. - Scale - Easy to add a new team member. - Testing - Testing was the main reason I wanted to move from Notion. To make things more official and track my team. Good job guys.

Cons:

I hope they update the text editor to allow for shortcuts with creating headlines and adding images. Like a "/" command.

Reasons for choosing Waybook

Minimalism. I like simple tools. There is zero distraction in Waybook

Reasons for switching to Waybook

I was looking for a place that had a built-in organisation for SOPs and testing capability.

Vendor Response

Thank you so much for your feedback. I'm so pleased you find our UI to allow you to focus and not distract your readers. The product team will be really pleased to hear this too. Helping you to scale has been a big thing for us when building Waybook. At our core, we want to help businesses scale efficiently and supporting the evolution of your team within the tool is really important to us. Super excited to continue growing with you and if there's anything we can help with along the way, do not hesitate to reach out to our support team.

Replied February 2022

Alla K.

Verified reviewer

Health, Wellness and Fitness

11-50 employees

Used weekly for less than 2 years

Review source

Reviewed May 2022

Its OK at best

Experience is ok. Its easy to use and self explanatory

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I liked that I have a lifetime subscription through APPsumo for a small amount to make it somewhat worth it. I like that we have a place to keep documents to refer to.

Cons:

Its not meant as a functional process management system because you can't print from it. The documents are not formatted the way you would for printing so keeping letters to clients or employees is not possible unless you do it in pdf format, which is inconvenient because we always need to change the name, address, date, etc. We would like to keep templates in there for our processes but cannot.

Vendor Response

Hi Alla, Thank you for your review. I'm sorry to hear that and appreciate you sharing this insight. I have shared this feedback with our product and am pleased to confirm we do support PDF exporting of content, which can then be printed. Here is a link to our help center article on printing documents: https://help.waybook.com/en/articles/6119058-can-i-print-my-waybook-documents Again, thank you for sharing this with us, and feel free to reach out to support with any further feedback or questions. Elle and the Waybook team

Replied November 2022

Spencer J.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 6 months

Review source

Reviewed March 2022

Simple, quick-to-implement playbook/SOP software

The team behind the product seem passionate and responsive. The product stands for itself... we wanted something to train our team that was simple to deploy. Waybook definitely meets that requirement. I will recommend Waybook to my clients for sure.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is super-fast to implement with almost zero training. The in-app support is responsive if you do happen to have a question. They keep the structure detailed enough to have the depth of indexing you might need, but also only three tiers or so deep. That straightforward menu structure helps it be more deployable.

Cons:

There are a few features I would like to see, and may be coming soon. You can export, but I would like to be able to export more docs at the same time. I would like to be able to password-protect a public page.

Reasons for choosing Waybook

Liked the layout and the ease of use. It is a bit more price competitive as well.

Reasons for switching to Waybook

Nimbus Note is a great product as well, but just not as simple in design. I found it did not get used as often because of this.

Vendor Response

Hi Spencer, Thanks so much for your review. So pleased you've found Waybook fast to implement and no training required. The dream review for us, as we've worked hard to get here! Some really great feature requests in there too and I'm pleased to confirm that they're on the roadmap already. I'll be sure to drop a tag on your account so we can invite you to early testing as soon as these features are available. All the best, Elle

Replied March 2022

Feras N.

Verified reviewer

Human Resources

2-10 employees

Used daily for less than 6 months

Review source

Reviewed August 2021

A Great Knowledge Management Tool

I have an extremely positive experience with Waybook and I know that it is a continuously developed software that will keep on getting better and better.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Waybook is a great knowledge management software, I like the user interface and the overall positive user experience that Waybook provides me and my team with. Waybook provides a great structure when building SOP’s and guidelines.

Cons:

I would love to see a smoother experience and format when exporting to PDF, this is something minor and doesn’t take away from all the great stuff that Waybook provides.

Reasons for switching to Waybook

Waybook provides me with the structure and handholding needed to create the guidelines and SOP’s I need.

Vendor Response

Hi Feras, Thank you so much for sharing your review and for your recommendation of Waybook. I'm so pleased to confirm that we're working on some improvements to PDF exports. I'll let you know if we open this up to beta testers or as soon as it's rolled out to all users. Really pleased to hear that you've found our templated structures and guidance to be beneficial. Really excited to watch your Waybook grow and to continue supporting you and your team!

Replied October 2021

John G.

Verified reviewer

Marketing and Advertising

2-10 employees

Used daily for less than 6 months

Reviewed June 2021

Finally Have My SOPs Organized Thanks To Waybook

Overall, I am very pleased with my experience using Waybook. I've been able to really integrate it with my business and find it very easy to quickly open and take down my steps/notes as I work. This will be a great asset to have as I scale.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Before Waybook, I tried building out SOPs in Google Docs, Notion notes, ClickUp notes, and even had random ones floating around in Notepad when I needed to jot something down quickly. I knew I needed everything to be centralized in one place. Then came Waybook! I really like the layout, which allows me to have a nice overview of all my top-level processes, then drill down deeper when needed. Having all my SOPs in one location is way better than having a Drive folder with Google Docs spread out. I haven't finished building everything out yet, so I am excited to eventually use Waybook for onboarding my team, tracking their progress, and testing out their knowledge. I can see this tool being very helpful for years to come as my business continues to grow.

Cons:

I haven't run into any issues or things I don't like about this software. Dark mode would be helpful so I'm not blinded by all the white, but that's about it.

Reasons for switching to Waybook

I needed one tool with the single purpose of housing SOPs, wikis, and internal docs with the additional training features.

Vendor Response

John - thank you so much for your review and recommendation! Really pleased we could swoop in and help you consolidate your SOPs into a single source of truth. We can't wait to continue growing with you and your team Elle

Replied June 2021

Sam P.

Verified reviewer

Design

2-10 employees

Used daily for less than 6 months

Review source

Reviewed October 2021

Excellent Process, Doc and Knowledge Management Platform. 5 Stars!

Really positive. Looking forward to rolling it out to my newer team members after good feedback from existing employees.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I use Waybook to organise company processes and store knowledge docs. Had a great experience with it so dear and I currently love logging into it - Lovely UX - Organised layout - Great document control - Excellent support team

Cons:

No real criticisms here aside from a selfish request for an iPad app. That would be great for my own workflow.

Reasons for choosing Waybook

Cost was a big issue and the UI was preferential to me. I also wanted to customise the platform with logos and domains.

Vendor Response

Thank you for your review and recommendation. I'm very pleased to say that app support is on the roadmap! Really pleased that you're loving Waybook and our UX - we've put a lot of love into it, so really great to hear this feedback. Also, personally very pleased to see that you're happy with our support team. You know where to find us if you need any help in the future. Excited to continue watching your Waybook evolve.

Replied October 2021

Shari B.

Verified reviewer

E-Learning

Self-Employed

Used daily for less than 6 months

Review source

Reviewed May 2021

Absolutely EVERY business should use this product.

It has been so positive. The support is amazing, they checked in on me and offered me new SOP templates! There’s a Getting Started module in your Waybook when you log in that you can refer to if you need help, but they are also very responsive to instant chat.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Reduce the overwhelm of SOPs with Waybook! Having everything in one spot so that everyone can be on the same page is priceless. I was feeling lost in a see of folders and drives, but with Waybook, I can set everything up so that all information necessary is available. I can limit access based on team and subject. It can be used an internal training management system. I even love being able to customize the icons of the subjects.

Cons:

I haven’t found a reason to dislike it yet.

Reasons for choosing Waybook

Way too complicated for what I wanted to do.

Vendor Response

Thank you so much for your review and recommendation, Shari! We can't wait to continue watching your Waybook grow and are always on hand to help

Replied May 2021

Ian S.

Verified reviewer

Veterinary

11-50 employees

Used weekly for more than 2 years

Reviewed August 2025

Waybook is great for my veterinary practice

As a new start-up, I understood the importance of having good systems and processes and the need to train new members of staff as they joined the team. Traditionally, I had written this in large word documents. But I am so pleased I got introduced to Waybook which makes everything so much better. In particular the on-boarding of new members of the team has been improved tenfold.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Waybook is a very intuitive piece of software to use. It has helped me to manage many aspects of my business. I am delighted that they are always improving the product with new features that are really helpful. The support is also excellent on the few occasions I’ve had to use it.

Cons:

There is not yet automated reporting of staff progress through their training or if important documents have not been completed

Vendor Response

Thank you so much for your review, Ian! We love working with you and the team and are pleased we've been able to support you in streamlining process management and onboarding within your practice!

Replied September 2025

Phil S.

Verified reviewer

Plastics

11-50 employees

Used daily for less than 6 months

Reviewed August 2025

Level up with Waybook

It has been a great step for us to take our training and documentation to the next level. Initially setting up all the documents can be a heavy lift but now it is less labor intensive tracking progress of employees and updating documents.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Tracking the employees progress through our training documents is very helpful. Being able to add pictures and videos to our documents is awesome. The customer service is great and responsive. Fantastic value for the money.

Cons:

I wish the app had a similar or the same dashboard as looking at it on the web. A more robust app would help.

Reasons for choosing Waybook

Price and the look and feel of the product.

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