RocketDocs Reviews & Product Details

At its core, a response management platform is a specialized software-as-a-service (SaaS) solution designed to centralize, automate, and govern the creation of mission-critical business documents. For organizations dealing with high volumes of Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and Security Questionnaires, the product serves as a centralized "System of Record." it bridges the gap between static content and active document execution, ensuring that the information used to win business is both accurate and secure. By utilizing a unified automation platform, companies can move away from fragmented workflows, such as searching through old emails or disparate spreadsheets, and instead leverage a governed library of pre-approved content. This infrastructure is particularly vital for industries where data accuracy and compliance are non-negotiable. The maturity of this technology stems from decades of innovation within the response management space. By focusing on the intersection of automation and security, the product enables organizations to scale their operations without sacrificing the precision or the "voice" of their brand. The result is a more efficient internal process that allows professionals to focus on strategic initiatives rather than administrative data retrieval. Through our unified automation platform, powered by Private AI, and the expertise that comes with 30 years of trusted innovation, companies win more, are more efficient, and have greater confidence in their responses and proposals. To see how we can help you and your team, visit https://rocketdocs.com/discoverycall to chat with us and learn more.

Product Website

Seller

RocketDocs

Discussions

RocketDocs Community

Languages Supported

English

Overview by

Lexi Hotchkin

Value at a Glance

Averages based on real user reviews.

Time to Implement

4 months

View More Pricing Information

RocketDocs Integrations

(4)

Verified by RocketDocs

RocketDocs Media

RocketDocs Demo - Master Your Proposal Pipeline

Streamline your entire RFP process; simplify RFIs, DDQs, and Questionnaires; and rapidly generate customized proposals. The Control Center provides a centralized "Command Center" view where you can manage your To-Do list, track active project progress, and monitor open requests from a single, int...

RocketDocs Demo - Intelligent Automation, Effortless Accuracy

No more starting from scratch! RocketDocs allows you to autofill a high percent of questions at the click of a button by parsing your uploaded documents and applying custom Autofill Confidence levels. Simply upload your RFP or DDQ, select your content filters, and watch as the system matches your...

RocketDocs Demo - Governance Without Friction

Create custom workflows that adapt to your processes. Ensure that every piece of content is compliant and each project has been reviewed by the correct team members and SMEs. The Project Summary dashboard makes it easy to track progress from Review to Finalize, giving you a high-level view of pro...

RocketDocs Demo - Native Response Integration through LaunchPad

Our RocketDocs Microsoft Add-In, LaunchPad, lets you work where you’re comfortable, directly within Microsoft Word or Microsoft Excel. Get answers faster, and ensure that responses are formatted correctly while you’re working. Simply use the Autofill panel to scan your document and pull in approv...

RocketDocs Demo - RapidDocs Sales Proposals and Presentations

Did you know your content library can be a powerful tool for generating a wide range of business documents across your organization? With RapidDocs, you can instantly create customized, branded documents that deliver accurate, approved content every time. Just select your project type, add your c...

RocketDocs Demo - RocketDocs Search Function

Never lose something in your knowledge base. RocketDocs search is here to help you locate your saved answers quickly by providing a clear, filtered view of your library. With highlighted search terms and categorized response types, you can find the exact documentation you need in seconds

Official Downloads

(4)

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RocketDocs ROI Brochure

RocketDocs AI Features Brochure

RocketDocs Premium Features Brochure

G2 reviews are authentic and verified.

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Verified User in Investment Management

Mid-Market (51-1000 emp.)

8/1/2024

"Happy with the platform"

4.5/5

What do you like best about RocketDocs?

RocketDocs powerful Library feature makes it easy to store and to retrieve information Review collected by and hosted on G2.com.

What do you dislike about RocketDocs?

That the AI feature seems to take long to learn. Review collected by and hosted on G2.com.

Response from Jennifer Juarez of RocketDocs

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It's great to hear that RocketDocs is helping you store information efficiently and streamline your proposal and RFP document processes. We appreciate your feedback and will continue to enhance our platform to better meet your needs.

Sarah B.

Event Planner

Mid-Market (51-1000 emp.)

2/13/2023

"A comprehensive platform with minor technology annoyances"

3.5/5

What do you like best about RocketDocs?

RocketDocs is incredibly helpful for our RFP process. I am able to save all past responses, categorize each question to a certain area of our business, and indicate when each question will need a legal review. Our RocketDocs account representative regularly checks in, so we feel supported with any change in our organizational needs or platform functions. Review collected by and hosted on G2.com.

What do you dislike about RocketDocs?

My primary frustration with RocketDocs is that each question needs to be uploaded manually, one by one. I would prefer to be able to upload an entire word document and then separate each section or question and assign it to its respective area of our business. Additionally, there are often times issues with RocketDocs and our internal computer software when it comes to viewing past responses on my local computer. Review collected by and hosted on G2.com.

Amy J.

Mid-Market (51-1000 emp.)

2/20/2023

"Great Service/Platform"

5/5

What do you like best about RocketDocs?

It is able to house all of our RFP data and the client servicing has been great. The upload to the newplatform has also been pretty seamless and when we have had issues with the upload, the team was great to reach for help. Review collected by and hosted on G2.com.

What do you dislike about RocketDocs?

Nothing so far -- I am not an everday user but have walked through the new platform usage and found it to be user friendly. I guess the only thing being the attachments of tables or pictures where it needs to be manually inserted. Review collected by and hosted on G2.com.

Jared D.

Co-Founder

Small-Business (50 or fewer emp.)

2/21/2023

"RocketDocs RFP Software"

3.5/5

What do you like best about RocketDocs?

Really great for collecting and storing responses for submissions for RFPs. The tool does a great job cataloging content and reducing level of effort to submit new RFPs. Review collected by and hosted on G2.com.

What do you dislike about RocketDocs?

I wish the tool had broader applicability besides RFP management (we haven't found another great use-cases for it in our organization). Review collected by and hosted on G2.com.

Verified User in Financial Services

Mid-Market (51-1000 emp.)

11/17/2020

"RocketDocs Review"

4/5

What do you like best about RocketDocs?

I like that we can manage all of our RFP content in a library. The search and filtering features are great and easy to use. We have looked at other competitors and RocketDocs is the most cost effective. Review collected by and hosted on G2.com.

What do you dislike about RocketDocs?

Over the past year and a half, we have had several issues with our content in RocketDocs - formatting issues, styles, etc. Things seemed to be resolved at this point but it did cause us a lot of headaches and re-work. Review collected by and hosted on G2.com.

Recommendations to others considering RocketDocs:

If you are looking for a centralized location for your content library, RocketDocs is a great tool. It's very user friendly and easy to use. It is very easy to organize, search for and place contents into proposals. Review collected by and hosted on G2.com.

What problems is RocketDocs solving and how is that benefiting you?

We can store all of our content in one centralized location and it is easy to see when a record was updated, last verified, etc. I really like how we can apply filters to easily sort what type of records we are looking for. Records are easily downloadable and we can copy and paste them into our documents. Review collected by and hosted on G2.com.

Response from Michaela Fallon of RocketDocs

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Thanks so much for taking the time to review RocketDocs!

Verified User in Financial Services

Mid-Market (51-1000 emp.)

8/24/2022

"Historically has been a good product for our needs."

3/5

What do you like best about RocketDocs?

We have a simple product and have used RocketDocs (f/k/a PMAPS) for over 10 years. The product has always worked well for our simple search needs. We're able to search by keywords and conduct quick filters to find the pieces we need. Review collected by and hosted on G2.com.

What do you dislike about RocketDocs?

Recently RocketDocs went through some "upgrades" that left us unable to use the product for some time (search functionality was not working properly) and caused a lot of headaches with formatting. The product also changed from being able to insert a selected piece into your Word document with a simple click. Now, you must download the piece, open the downloaded Word document, and copy and then paste into your other working document. A LOT of steps now. I understand they have other solutions within the product to help with this new change. Review collected by and hosted on G2.com.

Response from Michaela Fallon of RocketDocs

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Thanks so much for taking the time to review RocketDocs and we apologize that you've been having difficulty with the platform!

It seems that you may be on our older legacy platform which recently had some upgrades to increase security and to be able to navigate recent Microsoft Office updates.

Our latest platform, RocketDocs 2.0, has new efficiencies and ways to save time while still letting you work directly in Microsoft Word and Microsoft Excel. Feel free to reach out to your customer success manager for a hand in migrating, as we'd love to help you and your team get back to saving time!

Verified User in Financial Services

Mid-Market (51-1000 emp.)

8/23/2022

"Useful Tool for RFPs"

4/5

What do you like best about RocketDocs?

RocketDocs is one of the leading content management tools. Our company primarily uses it for RFPs. I like how it is easy to search exact questions or topics using quotations or search broad topics within the platform. It is easy to categorize the information and the system allows you to set up a review schedule to ensure information stays up-to-date. Review collected by and hosted on G2.com.

What do you dislike about RocketDocs?

My primary frustration with the RocketDocs platform is how information is input. In order to not have an overwhelming amount of content within one document, I have to enter each question from an RFP individually, which takes a great deal of time. It would be great to upload the entire RFP document then section it by question within RocketDocs. Review collected by and hosted on G2.com.

Verified User in Financial Services

Mid-Market (51-1000 emp.)

8/23/2022

"Easy to use, straightforward content management system"

4.5/5

What do you like best about RocketDocs?

Search functionality and filters; easy to navigate; freeform tags and customization of attributes; audit trail. I used a different system in the past and feel that RocketDocs excels in many ways, mainly in content management. RocketDocs customer service is very helpful and responsive. Review collected by and hosted on G2.com.

What do you dislike about RocketDocs?

Adding new records can be cumbersome. Would also like an enhancement to automatically insert language from other records into another and the ability to add notes to multiple records at once. Review collected by and hosted on G2.com.

Response from Michaela Fallon of RocketDocs

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Thanks so much for taking the time to review RocketDocs - we're so glad that you're finding our content management tool to be valuable!

Verified User in Financial Services

Mid-Market (51-1000 emp.)

8/23/2022

"Smooth transition to new platform, CS team made things easy for us."

4/5

What do you like best about RocketDocs?

I really like the UI, it's really clean and easy to navigate! Great job on this! Huge upgrade compared to Responsefull, in my view. Review collected by and hosted on G2.com.

What do you dislike about RocketDocs?

I wish I didn't have to go to the Project/Content settings page all the time whenever I'm editing a content/project record. Old Responsefull had the option to add new sections when I was editing content. Review collected by and hosted on G2.com.

Response from Michaela Fallon of RocketDocs

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Thanks so much for taking the time to review RocketDocs - we're so glad that you're enjoying the new platform!