A new hire joins the team. You’ve already shown them the ropes twice and sent them a document, but a week later, they’re back in your inbox asking how to submit a request. Are you doing something wrong? No, it’s just that repeating processes need clear documentation. The best SOP creation softwares help you standardize instructions and make them easier to follow. In fact, 83% of individuals prefer watching videos for informational or instructional content.  

In this blog post, we’ll explore the nine best SOP creation software to help you build documentation that people will actually use. 📹

Top SOP Creation Software at a Glance 

Here’s a comparison of the best SOP creation software. 👀

What Should You Look for in SOP Creation Software?

Here are some features the best SOP creation software have:

• Easy step-by-step editor: Lets you break down processes into clear, structured steps using text, checklists, and media

• Video and screen recording support: Enables capturing real workflows in action for visual clarity

• Auto documentation: Converts recordings into written SOPs with screenshots and descriptions

• Version control: Tracks changes, keeps revision history, and allows rollback to previous versions

• Collaboration tools: Allows teams to comment, edit, and approve explainer videos in real-time

• Conditional logic: Supports branching steps or variations based on task conditions

• Permissions and access control: Lets you manage who can view, edit, or publish SOPs

• Search and organization: Makes it easy to find SOPs using tags, categories, or AI search

The 9 Best SOP Creation Software

Here’s a round-up of the top nine SOP creation software that will help you produce, manage, and share repeatable workflows. 🔧

1. Trupeer (Best for AI-powered SOP video creation at scale)

First up on our list is Trupeer, a specialized tool that combines screen recording, AI Avatars, and instant document generation. 

Just record your screen with Trupeer’s Screen Recorder, and let it turn your video into a studio-quality SOP video with synced voiceover, captions, and edits, all powered by AI.

It offers script-based editing, which means you tweak the video by editing words, not timelines. Change your phrasing, reorder steps, or fix a typo, and the video updates instantly.

Plus, auto voiceovers come in realistic, human-like voices that sync perfectly with your actions. Pick from hundreds of voices, or upload your own. 

Add a realistic voiceover that automatically syncs to your recording with Trupeer

If you’re walking through a process, like onboarding a new tool or explaining compliance steps, the tool turns it into a polished video and a step-by-step document. 

Behind the scenes, it also generates a written SOP using the AI Document Generator, pulling screenshots and descriptions from your video. For example, a QA lead could record how to run a test sequence and, in minutes, get both a training video and a written procedure ready for the knowledge base. 

This makes it especially beneficial for training across operations, support, product, or compliance. 

For firms like Hedrick Gardner, traditional SOPs were time-consuming and inconsistent. Here’s what Jeremy DeHart, IT Director, had to say: “We had the smoothest IT migration ever in our company, thanks to Trupeer. The videos were consistent and engaging. The best part - we pulled the content off in weeks, without external help.”

Trupeer best features

• Auto highlights & captions: Let viewers skim or rewatch key moments with smart AI-generated callouts and subtitles

• No-code editor: Create polished videos right from your browser—no editing skills or software installs needed

• Smart zooms: Focus automatically on clicks, fields, and actions without manual framing or camera work

• On-brand visuals: Customize with your own logos, wallpapers, and slide styles for a cohesive brand experience

• Instant translation: Convert your script into 30+ languages with realistic AI voices and local accents

• Flexible formats: Export videos in multiple screen sizes to suit mobile, desktop, or embedded use

Trupeer pricing

• Free trial

• Pro: $40/month (billed annually)

• Scale: $199/month (billed annually)

• Enterprise: Custom pricing

Trupeer ratings and reviews

• G2: 4.8/5 (35+ reviews)

What are real-life users saying about Trupeer?

This G2 review really says it all:

“Having had the chance to use it since quite some time now, I really love the quick and fast approach it follows. I record my screen for about 3-4 mins explaining whatever I mean to demo, Trupeer takes about a min after that to process. And I'll spend around 2-3 mins editing the generated AI video, and then 2-3 mins more for it to be available for export. So it boils down this demo making process into 10 mins which would have taken me atleast an hour plus otherwise.”

I love the script editing, refining, quick previews among other features but majorly I love how it syncs the AI voiceover to the actual video, almost always perfect

2. ClickUp (Best for creating SOPs linked directly to workflows)

ClickUp makes creating and managing SOPs straightforward, especially for fast-moving teams. With ClickUp Docs, you can build detailed, structured SOPs using nested pages, rich formatting, and media embed.

Tasks, checklists, and automations can be directly linked from your documents. Additionally, you gain real-time collaboration, comments, and version history, allowing updates to be tracked and easily managed. 

ClickUp best features

• Leverage pre-built SOP templates to jump-start creation

• Attach supporting checklists directly to SOP tasks for easy access to forms, references, and related resources

• Automate reviews and update reminders, ensuring procedures stay current and relevant

ClickUp limitations

• Users complain that it gets slow with large datasets 

• The mobile application lacks desktop functionality

ClickUp pricing

• Free

• Unlimited: $10/month per user 

• Business: $19/month per user 

• Enterprise: Custom pricing

ClickUp ratings and reviews

• G2: 4.7/5 (10,080+ reviews)

• Capterra: 4.6/5 (4,000+ reviews)

What are real-life users saying about ClickUp?

Here’s what a G2 reviewer had to say:

“It’s flexible, visual, and highly customizable perfect for managing multiple teams and projects across departments. The Wiki feature also helped us replace scattered SOPs and onboarding docs with a single source of truth…The learning curve can be steep for new users, especially when trying to navigate the depth of features without guidance. Some team members found it overwhelming at first.”

🎥 Trupeer Insight: Most teams struggle to keep SOPs updated because editing and republishing takes too long. Trupeer simplifies the process with a text-based video editor; just tweak your script and the video updates instantly. No re-recording. No delays.

Edit SOPs in Seconds With Trupeer

3. SweetProcess (Best for lightweight SOPs with structured documentation)

Next up on our list of the best SOP creation software is SweetProcess. It’s explicitly built for documenting and organizing SOPs, making it easy for teams to create step-by-step workflows without unrelated project features. The platform is structured around three key elements: procedures, policies, and processes, which keep things tidy and easy to follow. 

There’s also version control, approval workflows, and team-based permissions, so updates don’t go live without oversight. While SweetProcess is great for companies that need a dedicated SOP tool, it focuses more on documentation than integration.

SweetProcess best features

• Embed rich media such as text, images, and videos directly into your documents, making instructions engaging for readers

• Collaborate in real time, allowing multiple team members to edit, comment on, and review SOPs together

• Monitor and improve processes by tracking completion, gathering feedback, and updating drafts as the business evolves

SweetProcess limitations

• Limited integrations with other platforms compared to its competitors 

• Lack of customization options in its templates and formatting options 

SweetProcess pricing

• Free trial 

• Monthly: $99/month for 20 users

SweetProcess ratings and reviews 

• G2: Not enough reviews

What are real-life users saying about SweetProcess?

This is how one user described their experience: 

“While SweetProcess has many useful features, there are some potential drawbacks.. Learning curve: There is a bit of a learning curve when first getting started, particularly when setting up procedures and delegating tasks…Limited integrations: The integrations with other platforms are somewhat limited compared to other workflow management tools…Overall, while SweetProcess is a powerful tool for process management, it's still important to consider the needs and budget of your business before investing in the platform.”

4. Process Street (Best for Interactive SOPs for recurring team workflows )

Process Street is built around interactive SOPs you can run. Yes, this means dynamic checklists with form fields, conditional logic, attachments, and approval steps. Its drag-and-drop editor makes structuring docs quick, while branching logic adapts processes to real‑time conditions. 

Assign tasks, monitor progress via dashboards, and automate notifications or external triggers through integrations like Zapier and Slack. It’s beneficial for operations, HR, and customer success teams that need consistency across recurring workflows.

Process Street best features

• Track progress and generate reports to monitor SOP completion, analyze workflow efficiency, and identify areas for improvement

• Run SOPs as interactive checklists, ensuring procedures are executed consistently

• Control permissions and access to ensure only authorized users can view or edit sensitive documents 

Process Street limitations

• Users complain of poor search functionality and a steep learning curve 

• Lacks advanced automations as compared to other tools 

Process Street pricing

• Startup: $100/month

• Pro: $125/month

• Enterprise: Custom pricing

Process Street ratings and reviews

• G2: 4.6/5 (400+ reviews)

• Capterra: 4.7/5 (600+ reviews)

What are real-life users saying about Process Street?

According to one reviewer:

“I like that all the task involved can be included in the template and that I'm able to add logic to the template to account for the nuances in each project… it's very difficult to view actual embedded document because our company uses SharePoint to store documents. The SSO security prevents a lot of documents from being accessed inside Process Street…”

5. Document360 (Best for Centralized knowledge bases with structured SOPs)

Document360  is a knowledge base platform that works well for creating user guides and managing SOPs, especially when you need structured, searchable documentation at scale. 

You can organize SOPs into multi-level categories, collaborate with inline comments, and roll back changes when needed. The tool also includes an AI assistant for marketing, like quick discovery, customizable internal and public portals, and analytics to track what content gets used most.

Document360 best features

• Centralize SOPs in an internal knowledge base, ensuring all employees have access to accurate procedures

• Track changes and manage version history to view edits, roll back to previous versions, and maintain a clear audit trail for quality assurance

• Import and export documents seamlessly from or to Word and PDF formats, making migration and sharing across platforms straightforward

Document360 limitations

• Lacks an overriding option to access any article, leading to slow approval workflows

• Reporting tools sometimes give unnecessary information  

Document360 pricing

• Professional: Custom pricing

• Business: Custom pricing

• Enterprise: Custom pricing

Document360 ratings and reviews

• G2: 4.7/5 (450+ reviews)

• Capterra: 4.7/5 (240+ reviews)

What are real-life users saying about Document360?

One Capterra review puts it this way:

“I found at times some elements are not that easy to edit, such as when you add a table, it doesn't seem easy to edit and can be a bit clicky. Whilst I like the editor and the blocks to build articles, I don't feel it is as user friendly as it could be, sometimes a bit fiddly. And improvements on updating an article across a number of workspaces. I don't find how you manage users, group assignments that straight forward”

6. Tango (best for auto-generating SOPs from live screen activity)

Tango is a lightweight walkthrough tool that captures your actual clicks and keystrokes via a Chrome and Edge extension or desktop app. It automatically generates these guides complete with cropped screenshots, annotations, and editable descriptions. 

Beyond creation, you can pin interactive product demo videos over the app (Guide Me), embed them in knowledge bases, track adoption metrics, and spot steps where users get stuck. Sharing is easy too; you can do it via links, embeds, PDFs, or HTML. 

Tango best features

• Remove or blur sensitive data in screenshots to maintain security and protect confidential information

• Edit and annotate screenshots directly within the platform to highlight important details and clarify instructions visually

• Share SOPs easily via links, downloadable PDFs, facilitating quick distribution across teams or clients

Tango limitations

• Users complain of inadequacies in capturing typed input and context

• Lacks screen-recording capabilities 

Tango pricing

• Starter: Free

• Pro: $24/month per user

• Enterprise: Custom pricing

Tango ratings and reviews

• G2: 4.8/5 (300+ reviews)

• Capterra: 4.8/5 (500+ reviews)

What are real-life users saying about Tango?

A user shared this feedback:

“I love how Tango creates beautiful, step-by-step guides instantly just by doing the task once. It’s incredibly user-friendly and makes process documentation feel effortless…Honestly, not much, but if I had to say something, it would be that organizing a large library of Tangos can get tricky as your library grows. I’d love more advanced folder or tagging systems to manage content at scale.”

💡 Pro Tip: Use Trupeer to create multilingual SOP videos with one click. The platform supports 30+ languages and accents, so you can train global teams without creating separate versions from scratch.

Reach Global Audiences With Trupeer

7. Trainual (Best for SOPs + training modules for small to mid-sized teams)

Trainual is a lightweight platform that helps SMBs build a ‘business playbook.’ It auto-captures screen recordings via a Chrome extension, snapping screenshots and creating guides as you work. 

As one of the best SOP creation software, it offers 400+ SOP and policy templates, a clean editor for embedding videos, images, GIFs, and quizzes, and AI assistance to speed up content creation. Integrations with Slack, Zapier, HRIS tools, and mobile access let teams onboard or retrain anywhere. 

Trainual best features

• Assign SOPs and training modules to specific roles or individuals, ensuring every employee receives relevant training

• Test team knowledge with built-in quizzes and assessments to confirm understanding and compliance

• Automate onboarding and recurring training so new hires and existing staff always receive consistent instructions on company processes

Trainual limitations

• Managers can’t track if time spent by employees on tasks 

• You can’t limit the number of test attempts on the training platform 

Trainual pricing

• Small: $249/month (billed annually)

• Medium: $279/month (billed annually)

• Growth: $419/month (billed annually)

• Custom: Custom pricing

Trainual ratings and reviews

• G2: 4.7/5 (840+ reviews)

• Capterra: 4.8/5 (480+ reviews)

What are real-life users saying about Trainual?

Here's a firsthand perspective:

“Trainual has significantly improved how we document, share, and standardize our AS9100 aerospace processes. While Trainual is a powerful tool, there are some limitations that become increasingly challenging as an organization scales. As a company with hundreds of trainings across multiple business units and shared services, the lack of a folder or hierarchical structure makes it difficult for admins and content authors to organize and navigate the growing library of content.”

8. Tallyfy (Best for turning SOPs into real-time, trackable workflows)

Tallyfy transforms static documents into live, automated workflows, making processes trackable. You can build step-by-step, form-driven templates with conditional logic, deadlines, forms, and assignment rules, all via a drag-and-drop builder. 

It captures each workflow run, supports collaboration through comments, and automates reminders, approvals, and escalations, giving teams full visibility into who did what and when. Great for businesses scaling client onboarding, approvals, or internal ops, it’s best suited for operations, compliance, and project management teams. 

Tallyfy best features

• Convert PDFs and flowcharts into AI-powered workflows that guide users step-by-step and adapt dynamically to inputs 

• Secure your data with enterprise-grade measures like SOC 2 Type II, GDPR compliance, single sign-on, and advanced encryption 

• Invite unlimited guests, including clients or external partners, to participate in workflows without sign-ups 

Tallyfy limitations

• You can’t disable AI suggestions when creating workflows, making it distracting 

• The initial setup is time-consuming

Tallyfy pricing

• Full Members: $30/month per user

• Light Members: $5/month per user

Tallyfy ratings and reviews

• G2: Not enough reviews

• Capterra: Not enough reviews

What are real-life users saying about Tallyfy?

See what this reviewer had to say:

“Tallyfy improved our workflow management by automating repetitive tasks, enabling better collaboration and communication, and providing greater visibility and tracking of progress…To complete all tasks, Tallyfy requires an online connection. When network strength is weak, entry and automated activities may be hampered.”

💡 Pro Tip: Traditional SOPs simply describe how something works. Use Trupeer to record real workflows, layer in voiceover, and instantly turn them into visual, role-specific SOPs that your team will actually use.

Create Engaging Video SOPs With Trupeer

9. Dozuki (Best for SOPs for industrial and frontline teams)

Last on our list of the best SOP creation software is Dozuki. This purpose-built work-instruction and SOP platform is tailored for frontline and industrial teams. It uses a step-by-step format enriched with inline annotations, videos, and photos, enabling in-field authoring directly from tablets or mobile devices. 

Robust version control and multi‑stage approval workflows ensure every procedure is audit‑ready, complete with revision history and e‑signatures. It supports supervisor sign‑offs, on‑device feedback loops, QR‑code access, and instant update distribution across shifts and sites. 

Dozuki best features

• Collect critical data with integrated digital forms for quality checks and sign-offs embedded directly within the SOPs

• Support global teams with instant translation into over 100 languages and offline access

• Organize documentation with categories, schedule releases, and automate periodic reviews 

Dozuki limitations

• Lacks markup options in the writing tool 

• The translation option is partially accurate

Dozuki pricing

• Custom pricing 

Dozuki ratings and reviews

• G2: 4.4/5 (200+ reviews)

• Capterra: Not enough reviews

What are real-life users saying about Dozuki?

According to one reviewer:

“I think one of the biggest limiations to the Dozuki tool, is the lack of markup options in the writing tool. Also, it would be nice to see the ability to have a single guide in multiple places, where if you update the "source" guide, it also updates everywhere else. I believe this is possible, to a degree, utilizing tags. However, it is messy and inconsistent from what I have learned.”

🚨 Fact Alert: For teams building training content, clarity and retention matter just as much as accuracy. Research indicates that first-person procedural videos have a significant impact on learning outcomes for complex tasks, particularly in technical fields.

Create Engaging SOPs With Trupeer 

Recording a clean SOP doesn’t need hours or a background in editing. If you’re onboarding new hires, documenting client workflows, or creating training guides, the best SOP creation software saves your team some serious time. 

Trupeer helps turn everyday screen recordings into polished, voice-narrating SOP videos, without timeline scrubbing. Record once, clean up the text script, and let AI manage the rest. 

Ready to simplify process documentation?  Try Trupeer today! ✅

Frequently Asked Questions 

1. How do I create an SOP document?

To create an SOP document, start with a clear goal. Define the process you’re documenting, break it into steps, and use consistent formatting (e.g., title, objective, scope, step-by-step tasks). Include visuals, links, or videos when needed.

 If you prefer to show rather than tell, a tool like Trupeer lets you create a walkthrough video that acts as both SOP and training material. Just record your screen, talk through the steps, and the AI handles the rest.

2. Is video a good format for SOPs?

It can be, especially for tasks that are visual, multi-step, or frequently misunderstood. Watching someone complete a task often works better than reading static instructions.

Trupeer makes it easy to turn your process into a clean, voice-narrated video. It's helpful for onboarding new team members, explaining software tools, or documenting tasks that require a lot of on-screen interaction. That said, combining video with written SOPs can be even better. 

3. Can I use AI to write or generate my SOP?

Yes, many tools now integrate AI to help write SOPs. AI can structure your content, clean up phrasing, and even detect gaps in your process.

Trupeer goes a step further by auto-generating a script while you speak, removing filler words, and giving you an editable draft. You can then refine the wording, and the video adjusts in real time. It’s especially helpful if you’re better at explaining things out loud than writing from scratch.

4. Can SOP creation tools help with training?

Definitely. Many SOP platforms double as training tools.
For example:

• Trainual lets you assign SOPs as training modules, track completion, and quiz learners

• Process Street includes conditional logic and form fields to make SOPs interactive

• Trupeer creates easy-to-follow videos with voice narration, so new hires can learn from real walkthroughs instead of static docs

5. Do I need technical skills to use SOP creation software?

Not necessarily. For instance, Trupeer is fully browser-based. You don’t need video editing experience—just record your screen and talk. The AI handles narration, captions, and updates based on your script edits.