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Customer Quotes

AJ
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

"Great Service/Platform"

What do you like best about RocketDocs?

It is able to house all of our RFP data and the client servicing has been great. The upload to the newplatform has also been pretty seamless and when we have had issues with the upload, the team was great to reach for help.

What do you dislike about RocketDocs?

Nothing so far -- I am not an everday user but have walked through the new platform usage and found it to be user friendly. I guess the only thing being the attachments of tables or pictures where it needs to be manually inserted.

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

Having a main place to store all the answers for all our products for our proposals and questionnaires. It makes it easy to find everything at one spot and users can access it in case if the RFP specialist is out of the office.

PM
RFP Manager
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
Rating Updated ()

"Easy to use and comprehensive RFP database and proposal management system."

What do you like best about RocketDocs?

After over 20 years of using different RFP database management systems, I am impressed with the usability and ease of organization in the system. The speed with which my team can locate and update responses is impressive. RocketDocs also seems to be in a period of time where they are introducing new features quickly that extend the functionality. Examples include consistent improvements to reporting and administration aspects. We are a large organization pushing past 1,000 records, and the Libraries and Taxonomy structure (including freeform tags) are beneficial with data management.

Some RFP teams may find great benefits from their RapidDocs feature. Ask them to demo for you. It automates commonly used information into templates.

What do you dislike about RocketDocs?

As the system is in a period of impressive growth, many of the negatives that may have been present once are being quickly replaced with positives. The company is very responsive to user input and feedback. We find them quite open in communicating where they see future improvements - and then acting upon them quickly. There is nothing that we need the system to do that it does not do. And we are likely not using every aspect of the system - so we have room to grow as well.

Recommendations to others considering RocketDocs:

RocketDocs is a strong company with a long history of innovation. Their system, formerly PMAPS, has evolved every year. From server-based, to the early online plug-in integrations, to fully web-based, to the responsively designed system you see today. There are undoubtedly other vendors in the space. My advice: conduct your due diligence, review each system, and know how your specific team uses RFP databases today and what they need in the future. Come prepared for a demo or sales call with your current pain points, gaps, and needs. This preparation will help RocketDocs craft a demo that reflects your unique requirements.

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

Problems are the same for all RFP teams: finding the correct data at the right time, and organizing data into useful Libraries and subtopics. RocketDocs allows us to manage more than 10 different lines of business and keep our data organized and structured. The use of freeform Tags for each record is an excellent advantage for each user to tag items as they see fit for easy locating in the future. As a manager, the Reporting allows me to review the productivity of each team member and review when responses are outdated and in need of SME updates. We can maintain a comprehensive list of SMEs and their direct managers using custom fields without assigning each SME a login. For many organizations, getting SMEs into the system is difficult, but getting them on the phone to answer a quick question is much easier.

Verified User in Health, Wellness and Fitness
UH
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

"RocketDocs is a home run!"

What do you like best about RocketDocs?

Our organization has been using RocketDocs for several years and between their account management assistance and their improving technology, we've been extremely pleased with their service.

What do you dislike about RocketDocs?

Nothing that I can think of right now. We really like the tool.

Recommendations to others considering RocketDocs:

Ease of use and ability to navigate for our team and our SMEs.

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

We are solving a number of problems. We are able to produce timely templates that enable our sales with the most accurate content in support of their business needs.

Aditya B.
AB
Brand Strategist
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

"Sales enablement tool for high-growth organizations."

What do you like best about RocketDocs?

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.

What do you dislike about RocketDocs?

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.

Recommendations to others considering RocketDocs:

I highly recommend RocketDocs for quickly developing middle-size companies. Besides, remember about saving your progress, as the autosave feature is not available!

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

As part of our marketing and sales planning, RocketDocs aids in building a hierarchy of FAQs that aligns our products/solutions with client needs. Linking Word files to RocketDock enables users to update their documents quickly and easily through the re-link feature.

HG
Software Developer
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
Rating Updated ()

"Easy to use and reliable solution that helps to manage content from the database"

What do you like best about RocketDocs?

RocketDock is a great user-friendly RFP solution that helps our business to get streamline all proposals and easily manage content from the database. It has great advantages like cloud-based availability, Multiple keyword searches, customizable filters. Overall it is an intuitive and reliable software for our organization that provide great customer support to the internal team.

What do you dislike about RocketDocs?

I only dislike the pricing of this solution rest all feature and functionality based its perfect and providing next level utility to the organization.

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

RocketDock is a great user-friendly RFP solution that helps our business to get streamline all proposals and easily manage content from the database. It has great advantages like cloud-based availability, Multiple keyword searches, customizable filters. Overall it is an intuitive and reliable software for our organization that provide great customer support to the internal team.

Alejandro D.
AD
Executive Creative Director
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

"Excellent software with wide knowledge base."

What do you like best about RocketDocs?

From the second of setup, the RocketDocs staff generates info and content sessions to ensure that you are able to start working quickly. The system is actually very easy to use and has a distinct screen. The accounting staff regularly checks my questions are actually answered as well as that I'm aware of probably the latest developments. The RocketDocs staff continually publishes brand new updates as well as webinars to help keep you informed about brand new content or perhaps product improvements. The RocketDocs plug in is constantly updated and is invaluable in processes in which my team needs an outside system. RocketDocs has simplified the work of mine, accelerated the review progression and then informed the staff of mine.

What do you dislike about RocketDocs?

In the opinion of mine, the Google Chrome plug in is somewhat cumbersome and must be enhanced to be able to simplify info on third party sites. Sometimes that take a bit more time for the plug in to clearly show the location of all issues.

Recommendations to others considering RocketDocs:

In case you're searching for an easy to make use of friendly service staff and system, you need to use RocketDocs.

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

I used RocketDocs to totally resolve the RFP feedback condition. The reality that I could include information to future fixes and never have to consider sending fixes on time is actually fantastic. The edge is definitely the simplified reaction process. I may quickly and easily contact the colleagues of mine.

Verified User in Financial Services
AF
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

"Stellar Customer Service and Responsiveness"

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.

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.

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

We have the content management and repository we need and are looking forward to utilizing the subject matter experts interfacing on the new platform once certain functionality of the old platform is transferred to the new one. We love being part of the beta testing of new features.