Self-publishing is not hard, but it has many steps, and missing one can cost weeks. A cover that fails upload, a wrong trim size, an interior with no copyright page, a book description that does not sell: each is easy to avoid if you know it is coming. This guide is a checklist for the whole process, from a finished manuscript to a published book, in the order the work tends to happen. It links to the detailed guides for each step, and it is honest about what changes: retailers update their rules and prices often, so treat any specific number here as something to confirm on the retailer's current help pages before you rely on it. The last section shows how Quillen covers the steps it can.

The short answer

Finish and edit the manuscript; get a cover; format the interior for each format you want (ebook, paperback, audiobook); prepare your metadata (title, description, categories, keywords, price); upload and preview; publish; then plan the launch. Do the editing before anything else, since every later step depends on a stable text. Quillen can handle the editing tools, the interior export, the covers and the audiobook.

Phase 1: The book itself

  1. Finish the draft and put it away for a while.
  2. Edit in passes: story, scenes, sentences, then proofreading. See how to self-edit your novel in four passes.
  3. Get outside eyes: beta readers after the scene pass, and a professional editor and proofreader if your budget allows.
  4. Lock the text. Make no further changes once the formatting begins, except fixes.

Phase 2: Decide your formats

Most self-published books start with an ebook and a paperback. An audiobook can follow. Each format needs different files:

FormatWhat you needGuides
EbookAn EPUB file and an ebook coverFormat an EPUB, create an ebook cover
PaperbackA print-ready interior and a full wraparound coverFormat a paperback interior, create a paperback cover
AudiobookAudio files with the right specificationsTurn your book into an audiobook

Phase 3: Front and back matter

Decide which pages the book needs: title page, copyright page, dedication, contents for nonfiction, About the Author and an Also by list. See how to add front and back matter and how to write a copyright page. Decide on ISBNs: print and ebook editions each need an identifier, and retailers can supply one for free in some cases, though that may limit where you can publish the book. Check the platform's help pages for the current rules.

Phase 4: Covers

The cover is your most powerful marketing tool. Make the ebook cover first, and test it at thumbnail size (see how to design cover text that reads as a thumbnail). For a paperback, you need the trim size, paper type and final page count before you can make the cover, because they set the spine (see how to calculate spine width). Do not finalize the paperback cover before the interior is final.

Phase 5: Metadata

The words around the book decide whether readers find it. Prepare these before you open the upload page:

ItemWhat to prepare
Title and subtitleFinal wording, matching the cover
Series name and numberIf part of a series
Author nameAs you want it published
Description (blurb)A hook, the stakes and a closing line; see how to design a back cover
CategoriesThe categories that fit your genre; check how many the retailer allows
KeywordsPhrases a reader would type to find a book like yours; KDP provides a set of keyword slots
PriceYour ebook and print prices; royalty options depend on price and territory, so check the current royalty page
Rights and territoriesWhere you can sell the book

Phase 6: Upload and preview

Upload the interior and the cover, then use the retailer's own previewer. Check every part of the book on screen: front matter, chapter openings, images, the last page. For print, check the margins and the cover alignment. Fix problems and re-upload until the preview is clean. See how to preview your book before you publish and how to fix a KDP cover size error if you hit one.

Phase 7: Order a proof

For print, order a printed proof copy before you publish widely. Seeing the real book catches problems the screen hides: colour, margins, trim and the spine. It is worth the cost and the wait.

Phase 8: Publish and launch

Publishing makes the book available, usually after a review that can take from hours to a few days. Plan the launch: tell your list, set up a page on your website, ask early readers for honest reviews and decide whether to run any promotions. A launch does not have to be elaborate, but it should be planned, since the first weeks matter for visibility. If it is a series, link the books and make the next one easy to find.

Common mistakes

MistakeProblemFix
Formatting before editing is doneReformatting after every changeLock the text first
Making the paperback cover too earlySpine and size wrongFinalize the interior first
No copyright page or About the AuthorLooks unfinishedAdd the standard pages
A weak descriptionReaders do not click buyTreat the blurb as marketing
Skipping the proof copyPrint problems after launchOrder a proof
Not checking current retailer rulesPrices, specs and categories changeConfirm on the retailer's help pages
No plan after publishingA quiet launchPlan the first weeks

Do it in Quillen

Quillen covers the writing-side steps of the checklist in one app: editing, interior files, covers and audiobook. It does not upload to retailers for you; you do that on their sites.

StepQuillen tool
Edit the manuscriptOutline, Analyze Document, Read aloud, Find & Replace
Ebook fileExport, Print, eBook & Kindle, choose EPUB
Print interiorExport, Print, eBook & Kindle, choose Word or PDF (formatted to the standard; nothing to set by hand)
Front and back matterTitle page, copyright, dedication, contents, epigraph, map, About the Author and Other Books in the export
Ebook coverCover, eBook cover
Paperback coverCover, Paperback cover, with trim size, paper type and page count
AudiobookExport, Audiobook, with single narrator or cast of voices
PreviewFour preview modes in the export: E-reader, Phone, Book and Standard
Quillen's Export menu showing Print eBook and Kindle, Agents and publishers and Audiobook
Quillen's Export menu: Print, eBook & Kindle; Agents & publishers; and Audiobook.

The full checklist

  • Manuscript finished, edited in passes and proofread.
  • Formats decided: ebook, paperback, audiobook.
  • Front and back matter chosen, including a copyright page.
  • ISBN decisions made, and the platform's rules checked.
  • Ebook cover finished and tested as a thumbnail.
  • Interior formatted; page count final.
  • Paperback cover built to the final page count.
  • Description, categories, keywords and price prepared.
  • Uploaded and previewed; errors fixed.
  • Printed proof ordered and checked.
  • Published, with a launch plan.

Common questions

What are the steps to self-publish a book?

Finish and edit the manuscript, decide your formats, add front and back matter, make the covers, prepare metadata, upload and preview, order a proof, publish and plan the launch.

Do I need an ISBN to self-publish?

Print and ebook editions each need an identifier. Retailers can supply one in some cases, but that may limit where you publish, so check the platform's current rules.

When should I make the paperback cover?

After the interior is final. The page count, trim size and paper type set the spine width, so a cover made too early may need redoing.

Why order a proof copy?

A printed proof shows problems a screen hides, such as colour, margins, trim and spine. It is worth the cost before you publish widely.

What can Quillen do in the self-publishing process?

Edit with Analyze Document and Find & Replace, export an EPUB or print-style Word and PDF files, design ebook and paperback covers, and create an audiobook. You upload to retailers on their own sites.

Take your book from manuscript to publication in Quillen Free for 30 days, then $39 once. Windows, Mac and Linux.
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