Custom integration with Microsoft Dynamics 365 that allows users to take out the guess work on the proposal/project type based on how the CRM record is entered. Customization of templates and ability to work directly within Microsoft Word while leveraging the tool.

I find that the search and filter function are very easy to use. The batch updating is a great function. I think the search function is easy enough to use, that even someone new to the system would be able to quickly learn how to use the system to answer questionnaires.

RocketDocs powerful Library feature makes it easy to store and to retrieve information