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RocketDocs Reviews & Product Details

Verified User in Financial Services
AF
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about RocketDocs?

I really like the UI, it's really clean and easy to navigate! Great job on this! Huge upgrade compared to Responsefull, in my view. Review collected by and hosted on G2.com.

What do you dislike about RocketDocs?

I wish I didn't have to go to the Project/Content settings page all the time whenever I'm editing a content/project record. Old Responsefull had the option to add new sections when I was editing content. Review collected by and hosted on G2.com.

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

Record management is significantly easier. Review collected by and hosted on G2.com.

Response from Michaela Fallon of RocketDocs

Thanks so much for taking the time to review RocketDocs - we're so glad that you're enjoying the new platform!

RocketDocs Overview

What is RocketDocs?

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.

RocketDocs Details
Product Website
Languages Supported
English
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Product Description

Supercharge Your Response Management with Private AI. Revolutionize Your Document Workflow – Manage RFPs, audits, security questionnaires, and repetitive documentation effortlessly with a unified platform – leveraging two distinct AI models.

How do you position yourself against your competitors?

RocketDocs has unparalleled industry experience and customer support. Every customer is assigned a dedicated customer success manager who has firsthand experience as an RFP writer or manager. Our only goal is to help empower you to achieve yours!


Seller Details
Company Website
Year Founded
1994
HQ Location
Dallas, TX
LinkedIn® Page
www.linkedin.com
24 employees on LinkedIn®
Description

Supercharge Your Response Management with Private AI. Revolutionize Your Document Workflow – Manage RFPs, audits, security questionnaires, and repetitive documentation effortlessly with a unified platform – leveraging two distinct AI models.


JJ
Overview Provided by:

Recent RocketDocs Reviews

Verified User
U
Verified UserMid-Market (51-1000 emp.)
4.0 out of 5
"Simple, easy to use tool for content management"
It's a very intuitive and easy to use tool.
Verified User
A
Verified UserEnterprise (> 1000 emp.)
5.0 out of 5
"Highly customizable and scalable to various proposal related needs of varying complexity levels"
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 recor...
CC
Christian C.Mid-Market (51-1000 emp.)
5.0 out of 5
"The system is mostly user friendly and has a very intuitive search function for finding answers."
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...
Security Badge
RocketDocs Security
Get security information from RocketDocs to help you buy the right software. View Security Information
RocketDocs security information includes:
GDPR (General Data Protection Regulation)
SOC 2 (System and Organization Controls 2)
CIS Controls (Center for Internet Security Controls)
ISO 27001 (International Organization for Standardization)

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
RocketDocs Demo - Custom Workflows
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!
Play RocketDocs Video

Official Downloads

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100 out of 101 Total Reviews for RocketDocs

4.2 out of 5
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100 out of 101 Total Reviews for RocketDocs
4.2 out of 5
100 out of 101 Total Reviews for RocketDocs
4.2 out of 5

RocketDocs Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for RocketDocsQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
DR
Business Development Analyst
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about RocketDocs?

What we find most helpful about RocketDocs is the high level of customer service, the ongoing training/education, the ability to store many pieces of documentation in a fully accessible library and the ability for all users to collaborate on RFPs inside one portal. Review collected by and hosted on G2.com.

What do you dislike about RocketDocs?

At this time, the inability to attach documents (such as PDF copies of official company documents) as content is problematic, but we have made jpeg images when feasible to replace the PDFs. In some cases, this process is not conducive to our RFP writing as we have to attach documents manually, but we believe that this issue can be addressed in time by RocketDocs. Review collected by and hosted on G2.com.

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

RocketDocs gives us a more streamlined approach to RFP creation, flow and completion. We have reduced our RFP writing time from two months to three weeks using the same team members in a collaborative manner. Everyone is truly "on the same page" in the process. The built-in project management piece inherent in RocketDocs makes our efforts more efficient and cognitively ergonomic. Review collected by and hosted on G2.com.

Response from Jennifer Juarez of RocketDocs

We're glad to hear that RocketDocs has streamlined your RFP process and made your team more efficient. We love that our Customer Success team has been so helpful. We also appreciate your feedback on the challenge with attaching documents.

BW
Knowledge Management Consultant
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about RocketDocs?

We like the flexibility of the product. Migrating from ResponseFull to 2.0 was a big change for our writers who viewed the platform as a content and file library. The number of project management features, such as Collaboration messages and notifications, have enabled us to implement a gradual change management process to get our team to use the platform more efficiently. We have recently upgraded our Salesforce connector to implement the two-way data feature. This upgrade has greatly improved our project assignment process and has gotten our team working in the platform more fully. Also, I like that your team is continuously improving your platform as well as looking to the future by adding great components such as GenAI. Review collected by and hosted on G2.com.

What do you dislike about RocketDocs?

You could make the Control Panel more flexible. Our team likes the premise but would like to be able to adjust the columns and the snapshots. They also don't care much for the redundancy of the projects being listed in both the My To Do and My Projects snapshots. Review collected by and hosted on G2.com.

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

Enabling us to answer client/prospect questionnaires more efficiently Review collected by and hosted on G2.com.

Response from Jennifer Juarez of RocketDocs

Thank you for sharing your positive experience with RocketDocs! We're glad to hear that the platform's flexibility and project management features have helped your team work more efficiently. We understand your feedback about the Control Panel and will take it into account for future enhancements. We're committed to continuously improving our platform to meet our customers' needs. We appreciate your support and look forward to continuing to serve you.

Verified User in Construction
AC
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about RocketDocs?

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. Review collected by and hosted on G2.com.

What do you dislike about RocketDocs?

System is comprehensive and customizeable; as such, the learning curve can be intimidating for new users who are expecting an simple cloud-based user interface (however, these more simple interfaces have shown downsides in my option). Review collected by and hosted on G2.com.

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

The main value we have uncovered with RocketDocs is the CRM integration that is customizeable based on how the CRM entry is entered. This has reduced the amount of guesswork, re-work and double data entry which is very valuable for high-volume, quick-turnaround proposals that we deal with.

RocketDocs has developed various improvements to the product based on our suggestions such as changes to the library search/preview so that we can easily view graphics related content. Another example is fixes so that we can use shapes/graphics in Word Documents that get published. They are currently working on a "quick launch" feature so that we can quickly publish elements of a project that use project variables (CRM fields) without publishing the entire project. Their approach to coaching us in Microsoft Word templates/features has been of great value. Review collected by and hosted on G2.com.

Response from Jennifer Juarez of RocketDocs

We're glad to hear that you find RocketDocs highly customizable and scalable to your proposal needs, especially with the custom integration with Microsoft Dynamics 365. We understand that the learning curve for new users can be intimidating, but we appreciate your feedback and are continuously working to improve the user experience.

CC
Senior Proposal Specialist
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about RocketDocs?

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. Review collected by and hosted on G2.com.

What do you dislike about RocketDocs?

It could be because I don’t use much of the “administrative” functions, but I find updating some of the background information like answer attributions to be a little cumbersome. It could be that I have not had enough time in the new system. But I found that the older version of PMAPS/RocketDocs was a little simpler to change some of the supplemental information about the answer. Review collected by and hosted on G2.com.

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

The system is helping us store and update our answer database. The system also helps improve my efficiencies by helping me quickly find the answers I need. Review collected by and hosted on G2.com.

Response from Jennifer Juarez of RocketDocs

We're pleased to hear that RocketDocs is helping you store and update your answer database and improve your efficiencies. We'll continue to work on making the system even more user-friendly for all functions.

LISA W.
LW
Business Development Operations Manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about RocketDocs?

RocketDocs serves as a comprehensive repository, consolidating our organization's RFP inquiries, responses, and supporting exhibits into a single, streamlined platform. The customer service experience is exceptional, characterized by remarkable responsiveness and attentiveness to every need. Review collected by and hosted on G2.com.

What do you dislike about RocketDocs?

Updating the internal documents can be challenging internally. Review collected by and hosted on G2.com.

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

RocketDocs houses RFP responses all within a centralized and efficient platform. Review collected by and hosted on G2.com.

Response from Jennifer Juarez of RocketDocs

We're thrilled to hear that you find RocketDocs to be a comprehensive and streamlined platform for your organization's RFP inquiries and responses. Our team is dedicated to providing exceptional customer service. We appreciate all your feedback.

Verified User in Information Technology and Services
UI
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about RocketDocs?

It's a very intuitive and easy to use tool. Review collected by and hosted on G2.com.

What do you dislike about RocketDocs?

At the time when my team have used it, there were not many functions for automating repetative tasks. Review collected by and hosted on G2.com.

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

We've used the tool for content management purposes and the biggest benefit was from being able to collect numerous metadata for each record stored in the database. Review collected by and hosted on G2.com.

Response from Jennifer Juarez of RocketDocs

We're glad to hear that you find RocketDocs intuitive and easy to use! We appreciate your feedback about the need for more automation functions and will take it into consideration for future updates.

Verified User in Investment Management
UI
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about RocketDocs?

RocketDocs powerful Library feature makes it easy to store and to retrieve information Review collected by and hosted on G2.com.

What do you dislike about RocketDocs?

That the AI feature seems to take long to learn. Review collected by and hosted on G2.com.

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

RockDocs helps us to first store information in the Library. It helps us complete our Proposal and RFP documents more effeciently by cutting out a lot cut and paste that we did previously. Review collected by and hosted on G2.com.

Response from Jennifer Juarez of RocketDocs

It's great to hear that RocketDocs is helping you store information efficiently and streamline your proposal and RFP document processes. We appreciate your feedback and will continue to enhance our platform to better meet your needs.

Sarah B.
SB
Event Planner
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about RocketDocs?

RocketDocs is incredibly helpful for our RFP process. I am able to save all past responses, categorize each question to a certain area of our business, and indicate when each question will need a legal review. Our RocketDocs account representative regularly checks in, so we feel supported with any change in our organizational needs or platform functions. Review collected by and hosted on G2.com.

What do you dislike about RocketDocs?

My primary frustration with RocketDocs is that each question needs to be uploaded manually, one by one. I would prefer to be able to upload an entire word document and then separate each section or question and assign it to its respective area of our business. Additionally, there are often times issues with RocketDocs and our internal computer software when it comes to viewing past responses on my local computer. Review collected by and hosted on G2.com.

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

Prior to using RocketDocs, my organization would have to comb through multiple lengthy RFP documents to find the most accurate answer to new RFP inquiries. Now, I am able to type in a word, phrase, or even an exact question in quotation marks and efficiently see past, approved responses. Review collected by and hosted on G2.com.

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

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

JD
Co-Founder
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about RocketDocs?

Really great for collecting and storing responses for submissions for RFPs. The tool does a great job cataloging content and reducing level of effort to submit new RFPs. Review collected by and hosted on G2.com.

What do you dislike about RocketDocs?

I wish the tool had broader applicability besides RFP management (we haven't found another great use-cases for it in our organization). Review collected by and hosted on G2.com.

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

RocketDocs allows us to build and store content to expedite the submission of RFPs and reduce efforts on the team. Review collected by and hosted on G2.com.