RocketDocs Reviews (104)

Reviews

RocketDocs Reviews (104)

4.2
104 reviews

What do users say?

Generated using AI from real user reviews
Users consistently praise the ease of use and intuitive interface of RocketDocs, highlighting its effectiveness in streamlining the RFP process and managing content efficiently. The robust customer support and ongoing training further enhance user satisfaction, making it a reliable choice for organizations. However, some users note that the search functionality can be cumbersome, requiring exact wording for effective results.

Pros & Cons

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CD
Carmine D.
Mid-Market (51-1000 emp.)
"Great team Great solutions"
4.5/5
What do you like best about RocketDocs?

I have been a customer for over 3 years now and I love the team I work with and the solutions they provide to our RFP team. Review collected by and hosted on G2.com.

What do you dislike about RocketDocs?

At this time there is noting I can say I dislike. Review collected by and hosted on G2.com.

AR
Andrea R.
Enterprise (> 1000 emp.)
"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.

CA
Crystal A.
Mid-Market (51-1000 emp.)
"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.

Verified User in Investment Management
AI
Verified User in Investment Management
Mid-Market (51-1000 emp.)
"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.

LD
Lori D.
P
Enterprise (> 1000 emp.)
"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
AF
Verified User in Financial Services
Enterprise (> 1000 emp.)
"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.

SB
Shari B.
Small-Business (50 or fewer emp.)
"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.

Verified User in Insurance
UI
Verified User in Insurance
Mid-Market (51-1000 emp.)
"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
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"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.

Casey S.
CS
Casey S.
Small-Business (50 or fewer emp.)
"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.