Why build digital sales playbooks in Turtl?

Equip teams with the latest pricing, product updates, battleplay, ICPs, KPIs, and sales processes. Survey teams directly from your digital playbook and provide more support. Share videos of successful pitches and demos to inspire more wins.

See which content gets heavy usage or which teams aren’t engaging. Use this to inject morale, reach out to individuals and boost sales targets.


reader engagement


positive brand sentiment


more meetings booked

Easy to create

Use the intuitive drag-and-drop editor to build your playbook

Interactive features

Improve your team’s attention and recall with interactivity

10x engagement

Drive playbook adoption with a psychology-led format

Easy personalization

Customize your playbook to reflect each sales rep’s role, needs, and focus

Actionable insights

Measure and improve your playbook’s performance to get more wins

Powerful integrations

Known reader data identifies areas for targeted coaching and support

Device responsive

Optimized for your team to access your playbook on all device types

Real-time editing

Equip your team with the latest information and strategies

Why Turtl?

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reduction in production times

CPhI, an Informa Markets brand, empowered sales teams by automating proposal creation

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higher click-through rate

Frost & Sullivan used Turtl to prove content's influence on the bottom line to internal stakeholders

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longer read times

Unit4 used personalized content to boost reader engagement and buy-in

Level up your sales playbooks

Convert your existing PDFs into a Turtl Doc.
See what your content can do.

Trusted by businesses of all sizes

How to transform your sales playbooks in 6 steps


Start your 14-day free trial

Immerse yourself in the Turtl platform by starting your free trial. No credit card or payment deals required.


Get creative

Whatever your design capabilities, Turtl has an option for you. Choose a tailored sales playbook template in the editor for inspiration, or start from scratch.


Embed multimedia and interactivity

Upgrade playbooks with dynamic widgets that showcase recordings of successful pitches and textbook demos and share across teams.


Roll out your playbook

Hit ‘publish‘, choose a URL, tweak privacy settings (internal only, please!), and instantly share. Then leave your teams to focus on building pipeline.


Analyze sales team interactions

Use Turtl’s Analytics to access valuable reader data to see who is reading your playbook, where your content adds value, and who needs support.


Update and enhance

Quickly iterate and improve playbooks to reflect updated best practices, new product information, and the latest success drivers.

Hear from our customers

Turtl wins hands down. And it’s not just PDF. It’s PPT too. These are old tech and Turtl is a much better way of doing things. It’s more engaging both to read and create. It saves costs and the analytics are invaluable.

Gareth Case

Chief Marketing Officer, Redstor

The backend for data and the analytics have been huge for us. To be able to track different users, downloads, reads, and views gives us insight into our audience and our potential clients which has been hugely beneficial to our sales team.

JeeYoung Wenglikowski

Senior Global Marketing Manager, KellyOCG

Turtl just enables me to industrialize sales when I’ve got no resource.

Lee Francis

Sales, Marketing, and Partnerships Director, PatientSource

It’s been very successful, not just for marketing but for our sales counterparts have really appreciated the tool, and we’ve got some really good feedback from it.

Jordan Kologe

Senior Product Marketing Manager, Veeva

Explore more content types

Sales proposals


Product guides

Onboarding materials

Digital brochures

Company handbooks


Can digital sales playbooks be personalized?

Anyone can scale deeply personalized content in Turtl. We’ve built a powerful tool for quickly delivering customized sales playbooks.

Once you’ve created the master version of your playbook, define dynamic content by adding Personalization Tokens to pages. Dynamic content includes text, pages and chapters, images, charts, videos, and tables. Rules determine what content gets displayed based on data pulled from your chosen source. You’re about to deliver relevant content to every member of your team.

Find out more about personalizing digital documents.

Are digital sales playbooks effective?

Yes! Interactivity and real-time updates prove digital sales playbooks to be effective tools in equipping sales teams with the knowledge, guidance, and resources needed to excel in their roles and win more business.

Why use Turtl instead of PDF for my sales playbooks?

The PDF is over 20 years old. Playbooks created and published as PDFs offer no reader interaction, aren’t optimized for digital reading across devices, and encourage endless scrolling. We know this results in less engagement.

As an alternative to the PDF, Turtl makes it possible to update sales playbooks in realtime. Your business moves fast, and your sales collateral needs to keep up – with accuracy.

More about Turtl


Elevate your sales content

Sales teams strive for a range of objectives. Determining what type of sales collateral you need, really depends on what you’d like to achieve.

Explore common types of sales collateral, and how following best practices can help support some of your department’s biggest goals.

Content types

Use across your business

Why stop at sales playbooks? Turtl's versatile and time-saving format is ideal for multiple use cases across your business.

Community showcase

Looking for inspiration?

Get inspired with these beautiful customer examples, showing the flexibility, interactivity, and impact of Turtl Docs.