--- title: ScreenSteps Reviews meta_title: 'ScreenSteps Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 54 reviews by the users' company size, role or industry to find out how ScreenSteps works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 54 scale: '5' date_modified: '2026-08-07' parent_category: name: Knowledge Management url: https://www.g2.com/categories/knowledge-management --- # ScreenSteps Reviews **Vendor:** ScreenSteps **Category:** [Work Instructions Software](https://www.g2.com/categories/work-instructions) **Average Rating:** 4.7/5.0 **Total Reviews:** 54 ## About ScreenSteps ScreenSteps is a knowledge ops solution that helps teams empower every employee to act and feel like an expert, regardless of their experience, background, or tenure. The solution is made up of three components: 1. Knowledge Ops Platform: a centralized knowledge hub for creating, managing, and accessing digital guides and training courses. 2. Find & Follow Framework: a methodology for improving training and operations by transferring knowledge more effectively. 3. Knowledge Coaching: one-on-one coaching with knowledge ops experts to ensure a successful knowledge implementation. The results? Faster training, fewer questions, and fewer mistakes. ## ScreenSteps Pros & Cons **What users like:** - Users rave about the **ease of use** of ScreenSteps, making it simple to set up and navigate. (1 reviews) - Users find the **easy setup** of ScreenSteps beneficial for creating effective product manuals quickly and efficiently. (1 reviews) - Users value the **efficiency** of ScreenSteps, appreciating its ease of setup and effective search capabilities. (1 reviews) - Users find ScreenSteps **helpful** for easy setup and efficient searching, serving both internal and external manuals effectively. (1 reviews) - Users find **navigation easy** with ScreenSteps, benefiting from its search features and user-friendly setup. (1 reviews) - Setup Ease (1 reviews) **What users dislike:** - Users face **formatting limits** that, while manageable, slightly hinder the development of a comprehensive Knowledge Base. (1 reviews) - Users note **limited formatting options** , yet it hasn't hindered the creation of a comprehensive Knowledge Base. (1 reviews) ## ScreenSteps Reviews ### 1. NIce publishing & editing features **Rating:** 3.5/5.0 stars **Reviewed by:** Kieran T. | Director, Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** January 04, 2022 **What do you like best about ScreenSteps?** Nice image and text editing and formatting options Flexibility on duplicating or referencing articles in multiple sections **What do you dislike about ScreenSteps?** Overall look and feel of the help centre itself is somewhat lacking **What problems is ScreenSteps solving and how is that benefiting you?** Help centre Instructions Self-service Resources ### 2. Easy to use documentation and knowledge application **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2019 **What do you like best about ScreenSteps?** Desktop editor is one of the best and easiest to work with. **What do you dislike about ScreenSteps?** only 3 levels of nesting available for organizing articles: Manual, Chapter, and Article **What problems is ScreenSteps solving and how is that benefiting you?** Internal knowledgebase. a central location for internal policies and procedures ### 3. Wonderful platform for client facing Help Center **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Internet | Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2018 **What do you like best about ScreenSteps?** Like how we can organize chapters of content. It's easy for us to organize and therefore easy for our clients to search on the user-facing end. Also, my entire team can work on different articles within ScreenSteps at once. **What do you dislike about ScreenSteps?** Not that intuitive on how to edit/ improve the design. Oftentimes it takes a while to train a new employee on how to use it and what the features are. Tried changing a color of a header box and found it near impossible. **Recommendations to others considering ScreenSteps:** It was a no brainer for us to go with Screen Steps when searching for a platform to host our Help Center. **What problems is ScreenSteps solving and how is that benefiting you?** ScreenSteps is our client facing help center. We keep all our how-to guides there. As we scale, it's helped us create a library of tools for our clients to search. ### 4. Wow! This has been great. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2018 **What do you like best about ScreenSteps?** I just started using ScreenSteps when I got hired a few weeks ago. By following the different training modules I've been able to (at least I feel) learn much quicker!! So far it's been great using this platform in my onboarding experience. **What do you dislike about ScreenSteps?** I don't have any real complains. Sometimes things load slow, but that may just be my internet. **What problems is ScreenSteps solving and how is that benefiting you?** It helps our team train much more effectively. ### 5. Easy to use support documentation **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** August 31, 2015 **What do you like best about ScreenSteps?** This product is very easy to use and navigate to create simple and visually pleasing support documentation. As an administrator, it is a time saving tool, since it does all of the formatting for me. I just type up a step, grab a screen capture, and move on to the next. I can export to a pdf or use their cloud based hosting. **What do you dislike about ScreenSteps?** The only options now are a monthly subscription. You can no longer buy the standalone software to create documents. **What problems is ScreenSteps solving and how is that benefiting you?** Creating easy to use support documentation for our team. ### 6. simple clean help for your end users **Rating:** 4.0/5.0 stars **Reviewed by:** Brandon G. | SVP Technology, Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2013 **What do you like best about ScreenSteps?** salesforce integration is simple and natural **What do you dislike about ScreenSteps?** so far nothing the product is clean and user friendly **What problems is ScreenSteps solving and how is that benefiting you?** screen steps is built so end users can find the answers to common issues by searching the knowledge base directly from the Salesforce Sidebar ## ScreenSteps Discussions - [What does ScreenSteps do?](https://www.g2.com/discussions/what-does-screensteps-do) - 2 comments - [View ScreenSteps pricing details and edition comparison](https://www.g2.com/products/screensteps/reviews?filters%5Bnps_score%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-08+20%3A49%3A09+-0500&secure%5Bsession_id%5D=1f267c52-b94f-4599-87a0-034dc5061bbe&secure%5Btoken%5D=5995b35e0e831ce0fb32f928858e12a0a300091f6e6ce9d64048d2de91c36434&format=llm_user) ## ScreenSteps Features **Additional Functionality** - Call Reporting - Automatic Call Distribution - Call Whispering - Callback Scheduling - CRM - Call Tagging - Dashboard - Call Recording - Alerts/Escalation - AI Copilot - Call Transcription - Queue Management - Manual Dialer - Call Tracking - Auto-Dialer - Call Monitoring - Activity Tracking - Multi-Channel Communication - Contact Management - Sentiment Analysis - Progressive Dialer - Voice Recognition - Reporting/Analytics - Monitoring - IVR - Call Logging - Chatbot - Third-Party Integrations - Outbound Call Center - Interaction Tracking - Voice Mail - Call Routing - Automated Responses - API - Call Transfer - AI Summarization - Call Center Management - Inbound Call Center - Surveys & Feedback - Chat/Messaging - Predictive Dialer - Blended Call Center - Caller ID - Generative AI - Performance Management - Computer Telephony Integration - Call Scripting **Administration** - Database Management - Data Workflows **Guide Options** - Rich Text Editor - Drag and Drop Editor - Page Templates - Video Tutorials - Document Upload **Task Tracking** - Activity Feed - Task Schedules - Comments **Knowledge Pages** - Templates - In-Content Feedback - Versioning and Version History - Decision Trees - Content Editor - WYSIWYG Editor - Rich Text Editor - Drag & Drop Editor - Customizable Templates - Surveys & Feedback - Pre-built Templates **Knowledge Management** - Knowledge Base - Publishing Workflows - Analytics **Knowledge Base** - Link Sharing - Searchable **Compliance** - Policies and Controls **Guide Tools** - Prerequisites - Workflows - Training Modules - Analytics **Checklist Options** - Templates - Native Forms - Downloadable Manuals **Knowledge Dissemination** - Page Analytics - Permissions - Knowledge Sharing - Notifications - Advanced Search - Browser Extension - Organization - Other Integrations - Knowledge Integrations - Full Text Search - Web Notifications - Alerts/Notifications - Website Integration - Social Media Integration - Reporting/Analytics **Customer Support** - Decision Trees **Security** - Verification - Role-Based Permission - Public vs Private **Data Security** - Data Transport - Access Management - Multi-Factor Authentication **Access Options** - Multi-Language Support - Mobile Device Support - Single Sign-On (SSO) - Decision Support **Software Availability** - Integrations - Permissions - Desktop Application **Administration** - Integrations - User, Role, and Access Management - Performance and Reliability **Agentic AI - Knowledge Base** - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Multi-Language **Additional Functionality** - Collaboration Tools - SSL Security - Reporting & Statistics - Customizable Reports - Customizable Fields - Customizable Branding - Data Import/Export - Single Sign On - Content Management - Content Library - Workflow Management - Text Editing - Widgets - Generative AI - Knowledge Base Management - Activity Tracking - Discussions/Forums - API - Live Chat - Activity Dashboard - AI Copilot - Calendar Management - Drag & Drop - Self Service Portal - Communication Management - Commenting/Notes - Catalog Management - Document Management **Additional Functionality** - Search/Filter - AI Copilot - Commenting/Notes - Content Publishing Options - Reporting & Statistics - Content Library - Document Classification - Drag & Drop - API - Customizable Branding - SEO Management - Real-Time Reporting - Generative AI - Self Service Portal - Widgets - Mobile Interface - Catalog Management - Online Forums - Email Alerts - Collaboration Tools - Mobile Alerts - Dashboard - Feedback Management - Document Storage - User Management - Live Chat - Chatbot - Knowledge Management - Wiki - Text Editing - SSL Security - Customizable Reports - Customizable Fields - Data Import/Export - Single Sign On - Content Management - Workflow Management - Knowledge Base Management - Activity Tracking - Discussions/Forums - Activity Dashboard - Calendar Management - Communication Management - Document Management **Content** - Trackable Analytics - Import - File Viewing - Update Notifications **Generative AI** - AI Text Summarization **Communication** - Social Features - Tagging - Upload - Comments **Additional Functionality** - Collaboration Tools - SSL Security - Reporting & Statistics - Customizable Reports - Customizable Fields - Customizable Branding - Data Import/Export - Single Sign On - Content Management - Content Library - Workflow Management - Text Editing - Widgets - Generative AI - Knowledge Base Management - Activity Tracking - Discussions/Forums - API - Live Chat - Activity Dashboard - AI Copilot - Calendar Management - Drag & Drop - Self Service Portal - Communication Management - Commenting/Notes - Catalog Management - Document Management ## Top ScreenSteps Alternatives - [Guru](https://www.g2.com/products/guru/reviews) - 4.7/5.0 (2,260 reviews) - [livepro Knowledge Management](https://www.g2.com/products/livepro-knowledge-management/reviews) - 4.8/5.0 (167 reviews) - [Scribe](https://www.g2.com/products/scribe/reviews) - 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