RocketDocs Features

Document Creation (6)

Customizability: Variables and Fields: Based on 52 RocketDocs reviews and verified by the G2 Product R&D team. Define fields to pull in dynamic information.
Template Creation and Flexibility: Based on 43 RocketDocs reviews and verified by the G2 Product R&D team. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
Rich Media: Based on 31 RocketDocs reviews and verified by the G2 Product R&D team. How well the platform supports images, audio, and video in proposals.
Online Document Creation: Based on 30 RocketDocs reviews and verified by the G2 Product R&D team. Create adaptive online documents for view via browser or mobile device.
PDF Creation: Based on 31 RocketDocs reviews and verified by the G2 Product R&D team. Create attractive PDF versions of proposals.
Custom Branding: Based on 28 RocketDocs reviews and verified by the G2 Product R&D team. Brand proposals and the application's portal with your company's logos and branding.

Document Builder Interface: Based on 35 RocketDocs reviews and verified by the G2 Product R&D team. Easily search for and add elements to a proposal.
Collaborative Creation: Based on 31 RocketDocs reviews and verified by the G2 Product R&D team. Multiple users can edit a single document.
Assembly and Approval Workflows: Based on 34 RocketDocs reviews and verified by the G2 Product R&D team. Automate workflows by routing documents to the correct individuals for adding content and approval.

User, Role, and Access Management: Based on 45 RocketDocs reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Alerts and Notifications: Based on 29 RocketDocs reviews and verified by the G2 Product R&D team. Program in-app and email notifications for approval milestones or actions.
CRM Integration: Based on 20 RocketDocs reviews and verified by the G2 Product R&D team. Push and pull data from CRM to build proposals and update statuses with clients.
CPQ Integration: Push and pull data from quote applications to build proposals.
API / Integrations: As reported in 10 RocketDocs reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Templates: Provide standard templates for different types of RFPs 26 reviewers of RocketDocs have provided feedback on this feature.
RFX: As reported in 31 RocketDocs reviews. Support other types of requests such as RFB/RFI/RFQ
Versioning: As reported in 28 RocketDocs reviews. Track versions of RFP documents and related changes
Questions Library: As reported in 47 RocketDocs reviews. Maintain a library of questions that can be reused

Collaboration: Based on 26 RocketDocs reviews. Allow multiple users to collaborate on submissions
Knowledge Base: Based on 40 RocketDocs reviews. Maintain a repository or library of content and documents that can be reused
Review: As reported in 32 RocketDocs reviews. RFPs can be reviewed by managers before submission
Reporting: As reported in 15 RocketDocs reviews. Create real-time reports to compare data trends across processes, RFPs, vendors or profiles

Project Management: Tracks the progress of any RFP in real time and set milestones to improve efficiency This feature was mentioned in 29 RocketDocs reviews.
Content Library: Updates, organizes, and stores content of a project 50 reviewers of RocketDocs have provided feedback on this feature.
Access: As reported in 37 RocketDocs reviews. Assign users, roles, and manage access in order to set tasks and leave comments
Automation: Automate repetitive and manual tasks, such as auto-filling answers and auto-responses This feature was mentioned in 16 RocketDocs reviews.
Export: Export files or spreadsheets with the ability to format and accomidate images 21 reviewers of RocketDocs have provided feedback on this feature.
Import: Based on 20 RocketDocs reviews. Upload files or spreadsheets from multiple sources

Autonomous Task Execution: Capability to perform complex tasks without constant human input
Multi-step Planning: Ability to break down and plan multi-step processes
Cross-system Integration: Works across multiple software systems or databases
Adaptive Learning: Improves performance based on feedback and experience
Natural Language Interaction: Engages in human-like conversation for task delegation
Proactive Assistance: Anticipates needs and offers suggestions without prompting
Decision Making: Makes informed choices based on available data and objectives