Features Included in every plan

Template Library

Never start from a blank page. Choose from expert-built templates for SOPs, policies, handbooks and training, or convert your own best documents into internal templates so every new document follows the same proven structure.

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Illustration of Waybook's template library

What you get

Expert-built templates for SOPs, policies and training, plus the ability to turn your own documents into reusable internal templates.

  • Browse expert-built templates by category whenever you create a document
  • Customize any template with your own details and publish in minutes
  • Convert your best documents into internal templates for your team to reuse
  • Keep every new document consistent, on-brand and complete

A closer look

Every time you create a document in Waybook you can start from a template instead of a blank page. The Template Library is built by Waybook's process experts and organized by category, so whether you're writing a standard operating procedure, a company policy, an onboarding guide or a training module, there's a proven structure ready to adapt. Pick a template, click Use This Template, and replace the placeholders with the way your business actually does things.

The library is also where your own Internal Templates live. Once a document has the structure you want to standardize, convert it into a template from its settings and it appears alongside Waybook's templates every time someone creates a new document. Weekly reports, meeting agendas, client onboarding checklists and department SOPs all come out consistent, and team members can be trusted to draft content because the structure is already approved.

Templates save hours when you're building your Waybook for the first time and keep quality high as more people contribute. Explore our free SOP and policy templates to see the kind of structures you'll be starting from.

Try it with your own processes

Start a free 7-day trial of Waybook, or book a demo and we’ll walk you through it with your team’s processes in mind.

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