Online Playbook Maker
Flipsnack’s playbook maker helps you build interactive, on-brand playbooks for aligning teams, onboarding employees, and documenting processes. Perfect for:
- Sales playbooks to guide reps
- ABM and marketing strategy docs
- Employee onboarding guides
- R&D playbooks
A playbook maker for every team that needs clarity
Sales playbooks
Standardize your sales framework with a clear, easy-to-follow sales playbook built to document sales best practices. Use our sales playbook maker to upload your PDF or use a ready-made sales playbook template. Include SOP, call scripts, and other workflows.
Employee onboarding playbooks
Give every new hire a consistent start with a structured employee onboarding playbook. Upload your PDF and make it interactive, or start with an onboarding plan template. Use it to cover company policies, role-specific tasks, and key training materials.
Marketing playbooks
Replace scattered docs with a single, structured digital marketing playbook. Upload your current PDF or start from a customizable playbook template. Organize campaign workflows, ABM strategies, and brand messaging in one place.
Business process playbooks
Keep teams aligned by documenting key processes in one accessible format. Use a business playbook template to build your content from scratch or convert your existing PDF into a repeatable, easy-to-navigate playbook.
From static to dynamic. Your playbook, upgraded
Stop sending out PDFs no one reads. With Flipsnack, you can make an interactive playbook that’s easy to update. Send it to your team for smooth access and use. Here’s how your sales playbook can actually look in action:
To say that using Flipsnack has been a success is an understatement. We’ve seen an increase in knowledge and engagement–which is strictly due to Flipsnack! Our training content has never been more organized and easy to access.
Korben Niblett
Director, Education & Content Development
How to create a playbook using Flipsnack
Any type of playbook is easy and fast to create with Flipsnack’s playbook software. Whether you need a sales playbook or an onboarding guide, you can start with a PDF or choose a ready-to-use playbook template.
Convert your PDF or start with a playbook template
Upload a static PDF to turn it into an interactive digital playbook. You can also start from a customizable playbook template tailored for sales, onboarding, marketing, and more. Update content anytime without starting from scratch.
Add interactivity to engage your team
Make your online playbook more engaging by adding interactive elements like videos, links, GIFs, tags, spotlights, and others in Design Studio. These features guide attention. They also clarify next steps and help teams stay engaged.
Brand your playbook experience
Use brand customization features to add your logo, colors, fonts, and accent colors to the flipbook player. Create brand-locked templates to keep playbooks consistent, then use a custom domain to make every playbook feel unmistakably yours.
Share and track your playbook with control
Distribute your playbooks securely with private sharing options like password protection, one time passcodes, and single sign on. Then use built-in analytics to see who opens your playbook, what they read, and how they engage with each section.
Editable playbook templates you can make your own
No PDF? No problem. Choose from professionally designed playbook templates for sales, onboarding, R&D, marketing, and more — fully customizable to fit your content and structure. You can also create branded templates with locked logos, fonts, and colors to ensure every team member builds playbooks that look consistent and stay on brand, no matter who’s editing. This works great when you have repeatable processes.
Secure, flexible sharing
Share your playbooks publicly via link, email, or embed, or keep them private with unlisted links, passwords, or one-time passcodes. For more control, use SSO sharing. This lets you restrict access to verified teammates and users with easy authentication and full audit tracking.
A perfect collaborative space
Collaborate with your team in shared workspace. Each workspace can have its own content, branding, and permissions. Assign roles, leave comments directly on playbooks, and manage access to templates, uploads, and settings. You can also use version history to restore previous versions whenever you need to revisit an earlier design.
On-brand, every time
Stay on brand by saving custom playbook templates and locking key elements. Store logos, fonts, and images in a shared asset library your team can access anytime, so every playbook stays consistent and professional.
Quizzes & forms
Add quizzes, forms, and questions to your playbooks to increase engagement and gather real-time feedback. Flipsnack makes it easy to track interactions and use those insights to improve training, marketing, or sales outcomes.
Frequently asked questions
1. Why should I use a playbook maker for sales?
A digital sales playbook gives your reps one source of truth for the sales process. It keeps messaging, qualification, objection handling, and workflows in one place. Flipsnack works as a sales playbook generator that helps teams organize messaging, SOP, call scripts, and stage-based guidance in one place. Flipsnack’s sales playbook creator helps you build interactive sales playbooks and optimize processes that are easy to update and easy to follow. Your team can access them from any device and sell with more clarity and consistency.
2. Can I convert my existing PDF into a playbook?
Yes. You can upload any static PDF and turn it into an interactive playbook with Flipsnack. Add links, videos, and more without starting over. Once published, your playbook is easier to share and update than a traditional PDF.
3. Are Flipsnack playbooks secure?
Absolutely. You can control access with passwords, one-time passcodes, unlisted links, or SSO (single sign-on). With SSO sharing, only users authenticated through your organization’s system can access the content. That includes providers like Okta, Azure AD, and Google Workspace.
4. Is Flipsnack suitable for enterprise teams?
Yes. Flipsnack is built for scale and includes team workspaces, brand-locking, advanced sharing controls, and integrations. Shared workspaces bring your playbooks, templates, and brand assets into one platform. They also help you keep materials organized by team, department, or client for a controlled, scalable process.
5. Do Flipsnack playbooks work on mobile devices?
Yes, the playbooks made with our online playbook creator allow mobile access. All Flipsnack playbooks are responsive and optimized for phones, tablets, and desktops. On desktop, you can choose flipping or sliding transitions. On mobile, users get a smooth scrolling experience. For the best mobile performance, use the Smart View layout. It helps your playbook adapt smoothly to any screen size.
6. Can I customize onboarding templates for different departments?
Yes. You can start with a general onboarding template or choose a role-specific employee onboarding template. Then tailor it for each team while keeping the same brand consistency and structure.
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