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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

(1)

Verified by RocketDocs

RocketDocs Media

RocketDocs Demo - Land Bigger Better Faster Wins

Streamline your entire RFP process; simplify RFIs, DDQs, and Questionnaires; and rapidly generate customized proposals.

RocketDocs Demo - Smart Response Technology

No more starting from scratch! RocketDocs allows you to autofill a high percent of questions at the click of a button

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.

RocketDocs Demo - RocketDocs Microsoft Add-In

Our RocketDocs Microsoft Add-In (formerly 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.

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.

RocketDocs Demo - RocketDocs Browser Extension

Access your knowledge base from anywhere on the web with our browser extension!

Official Downloads

(4)

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RocketDocs ROI Brochure

RocketDocs AI Features Brochure

RocketDocs Premium Features Brochure

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Andrea R.

Enterprise (> 1000 emp.)

12/17/2020

"Rhoads RocketDocs Review"

5/5

What do you like best about RocketDocs?

I really like the content management aspect and that it's just like working in a Microsoft Word document. Creating records and updating records is a breeze! I've implemented and used RocketDocs at three organizations and it has served me and the businesses very well. Review collected by and hosted on G2.com.

What do you dislike about RocketDocs?

There's not much that I "dislike" about RocketDocs. The goals we have for using the tool are met. Review collected by and hosted on G2.com.

Recommendations to others considering RocketDocs:

If you're looking for a content management system that allows maximum customization from a "real writer" this is the tool for you. Review collected by and hosted on G2.com.

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

Our content management process is very streamlined with RocketDocs. We only provide a couple of SMEs access to the system, and that has solved timeliness issues. Review collected by and hosted on G2.com.

Crystal A.

Mid-Market (51-1000 emp.)

11/17/2020

"Positive - 3 year Rocketdocs user"

4/5

What do you like best about RocketDocs?

Rocketdocs is very useful as a tool to store language and questionnaires for future use. I believe it has pretty great functionality and is pretty user friendly. Allows you to search through content for key language that you need. Review collected by and hosted on G2.com.

What do you dislike about RocketDocs?

The one comment I have always brought up is that it could be helpful to be able to search for key words in the records page - search for the key word in " " quotes throughout all proposals uploaded in rocketdocs. Review collected by and hosted on G2.com.

Recommendations to others considering RocketDocs:

It is a useful work resource. Review collected by and hosted on G2.com.

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

Increasing our work productivity and storing language for future use. Instead of having to search through old questionnaires, our language is properly organized in the format we need to find it. Review collected by and hosted on G2.com.

Verified User in Investment Management

Mid-Market (51-1000 emp.)

11/24/2020

"Useful software for managing language for proposals"

4/5

What do you like best about RocketDocs?

I have found RocketDocs to be a useful language database management system. In addition, it has proven useful in managing workflow within our group and with the link to Salesforce has created a bridge with the intermediary and institutional distribution groups to receive and track requests. Within the Projects space we have also created documents that link to multiple records from the Content space. This has proven useful for creating generic RFPs. Review collected by and hosted on G2.com.

What do you dislike about RocketDocs?

There are some features that we do not use because we have other systems in place that better suit our needs or we have found that some systems within RocketDocs do not adequately meet our needs so we do not use them. This includes the Assembly and Pitchbook function in Projects and Compliance in Content. Review collected by and hosted on G2.com.

Lori D.

Enterprise (> 1000 emp.)

2/9/2021

"Gets the job done"

3.5/5

What do you like best about RocketDocs?

I like the basic function, it does the job and I like the filter options. Review collected by and hosted on G2.com.

What do you dislike about RocketDocs?

The search function is subpar at the moment, although I am anxious for the new migration. I think it will fill in the gaps. Review collected by and hosted on G2.com.

Verified User in Financial Services

Enterprise (> 1000 emp.)

11/17/2020

"Stellar Customer Service and Responsiveness"

5/5

What do you like best about RocketDocs?

Having a personal relationship with our customer service representative at Rocket Docs is the icing on the cake to a great product. The content management system is robust and comprehensive and we love the customization available to us on the platform. Review collected by and hosted on G2.com.

What do you dislike about RocketDocs?

We would love to see an a la carte pricing for various portions of the system. We do not currently use all of what is provided, and would love to not have to pay for those pieces we do not use. Review collected by and hosted on G2.com.

Shari B.

Small-Business (50 or fewer emp.)

7/16/2020

"The overall experience has been outstanding."

4.5/5

What do you like best about RocketDocs?

Staff is amazing, system is easy to use. Review collected by and hosted on G2.com.

What do you dislike about RocketDocs?

There was a learning curve to get past.. Review collected by and hosted on G2.com.

Recommendations to others considering RocketDocs:

I truly recommend RocketDocs to anyone looking for a great system that is flexible, professional, and is easy to use. Review collected by and hosted on G2.com.

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

I attended my first conference, and realized exactly what the system is capable of doing. I was partnered with a customer rep who was familiar with how our system was set up. My company went through a complete rebranding, so we are rebranding our system with Rocketdocs, and it looks AMAZING! It has made putting together offerings easier and the capabilities that it has for working on RFP's is wonderful. I was happy with the system before, and now I can't wait to show off what we have been working on. I am always pleasantly surprised what new things I learn from this team and what this system can do. I can not wait to be using this system to it's full potential! Review collected by and hosted on G2.com.

Verified User in Insurance

Mid-Market (51-1000 emp.)

11/17/2020

"Great end-to-end RFP Management Program"

4.5/5

What do you like best about RocketDocs?

Ability to have a common database of company knowledge. Review collected by and hosted on G2.com.

What do you dislike about RocketDocs?

Sometimes too complex and hard to make personalized Review collected by and hosted on G2.com.

Verified User in Financial Services

Small-Business (50 or fewer emp.)

11/17/2020

"Rocket Docs"

1.5/5

What do you like best about RocketDocs?

I like the search function the best. Most helpful. Review collected by and hosted on G2.com.

What do you dislike about RocketDocs?

The process for adding new documents is cumbersome. Review collected by and hosted on G2.com.

Recommendations to others considering RocketDocs:

Review the way in which your documents are organized to make it easier to add new documents. Review collected by and hosted on G2.com.

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

Problem solved is the ability to store documents with searchable content. The benefit realized is a reduction in the amount of time it takes to complete an RFP. Review collected by and hosted on G2.com.

Casey S.

Small-Business (50 or fewer emp.)

6/18/2020

"Great resource for finding content quickly"

3.5/5

What do you like best about RocketDocs?

The most helpful part of RocketDocs is the ability to find key words quickly. In the proposal business we use a lot of the same content over and over. Being able to search for that word and the content that includes that word is so much easier than re-writing the information each time. You can use the system to insert that information into your proposal easily.

Plus, you can keep information updated easily. Review collected by and hosted on G2.com.

What do you dislike about RocketDocs?

The only thing I don't like about Rocketdocs is the inability to find words within a document. For example, if you have a proposal downloaded that you know contains the information you are looking for, but it hasn't been extracted and put into it's own search, there is no search function within the document once it's opened.

There have been times that I have lost documents that I was working on and I don't like that. Review collected by and hosted on G2.com.

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

RocketDocs allows for creating documents then enter information automatically. This saves a lot of time usually spend on cutting and pasting. The benefits are the time that it saves to have this source and the ability to ensure the most up to date information is included by going in and updating and archiving information. Review collected by and hosted on G2.com.

Keith T.

Enterprise (> 1000 emp.)

11/17/2020

"RocketDocs is a good resource tool."

3.5/5

What do you like best about RocketDocs?

I like the face the the interface was very intuitive and user friendly. The more you customize it, the easier it is to use. Review collected by and hosted on G2.com.

What do you dislike about RocketDocs?

I didn't like the fact that it did not have (AI) capability) to prefill responses. Review collected by and hosted on G2.com.

Response from Lily Wright of RocketDocs

edit

Thank you so much for your feedback! We are very much looking forward to the release of our AI and auto-fill functionality at the end of December.