RocketDocs Reviews & Product Details

Rapid Doc templates and the content library management system's capabilities Review collected by and hosted on G2.com.

Salesforce integration is not very user friendly Review collected by and hosted on G2.com.

very user friendly - a great way to share repetitive information used by different users Review collected by and hosted on G2.com.

There is really nothing that i dislike about rocket docs, it really helps me with most of my tasks. Review collected by and hosted on G2.com.

The content library is very easy to use. Review collected by and hosted on G2.com.

The automation is clunky and not very user-friendly. Review collected by and hosted on G2.com.

Rocketdocs is an ultimate solution for improvising and streamlining the RFP process and automating or improving the workflow. It helps in increasing the speed of sales and delivering the required outcome for our organization. It boosts sales and enables us to expand our efficiency and empower our workflow. It is an easy-to-use software that allows us to streamline the workflow and proposals to our current sales needs. Review collected by and hosted on G2.com.

Currently, the rocketdocs is fulfilling our all organization requirement perfectly. However, the current user interface is not intuitive and lacks many features that our organization highly depends upon, like improvising the search method for complex data. Review collected by and hosted on G2.com.

RocketDocs improves and enhances the RFP Workflow using RST (Smart Response Technology) and offers us customizable workflows that can modify the process. Real-time tracking is another advanced feature that allows us to keep a complete track record of operations. It is a cost-effective solution for our organization that helped speed and improve the sales process. Review collected by and hosted on G2.com.

RocketDocs has been a great help to our organization and has constantly improved its feature and performance. So currently, I've nothing to dislike about Rocketdocs. Review collected by and hosted on G2.com.

Easy search functions and filters/funnels. Review collected by and hosted on G2.com.

Exporting uploaded content not user-friendly. Review collected by and hosted on G2.com.

We love this system for content management. We have been using it for >5 years now, and the categorization and sorting systems are very intuitive and helpful. It is also very easy to add and edit new content. Additionally, we love the compliance approval feature. Being able to send it out through the database and have it reviewed and approved without having to pull everything out and email it to compliance makes our lives much more manageable. Review collected by and hosted on G2.com.

My only real qualm with the system is the search functionality. We have learned to manage it by putting quotations around a keyword we know is located in a specific response. However, if we were to type in a relatively vague search phrase, the system returns a large number of responses, many of them seemingly unrelated. The problem is that it searches for each keyword individually instead of finding responses that address all or some of the keywords together. This is an improvement that I would love to see made. Review collected by and hosted on G2.com.

My customer service representative (Betty) is always available to answer questions, jump on a call to work through issues with me and keeps me up to date on what is happening with new tools/migration efforts. In addition, RocketDocs is constantly providing updates on what is happening with the evolution of their system. They recently hosted the RocketCon (virtually this year) and it had some wonderful insight, not just about RocketDocs, but also to help individuals manage in their everyday work lives. Review collected by and hosted on G2.com.

RocketDocs is always willing to work with us to figure out a solution to problems, so no dislikes currently. Review collected by and hosted on G2.com.

In terms of organizing information, the software is an excellent tool. The user can use several different custom categories when uploading information in order to sort the data. RocketDocs allows users to customize how they wish to mark and tier the incoming information to enable users to search through tons of documents as straightforward as possible. For each uploaded record, there is the option to enter notes, details about the person uploading or reviewing the form, and the option to indicate the date when a document has become obsolete. A vital benefit of this feature is that it ensures the response used has been updated or reviewed recently. Review collected by and hosted on G2.com.

RocketDocs does not include autosave in the cloud-based Excel and Word versions of the application. As a result, if you use RocketDocs on a regular basis, you will likely encounter the program closing unexpectedly once or twice. Therefore, you need to ensure that you save manually. Review collected by and hosted on G2.com.

That SOPs or Standard work is attached so training is easy for new employees. It's self service. Review collected by and hosted on G2.com.

We haven't upgraded, so this may have been resolved but some of our team can start to type and their query will be prefilled. Would be time saving. It's also annoying when you look at a record and try to get back to the main listing of all the records with similar content that the last one you looked at isn't highlighted. Review collected by and hosted on G2.com.