Win more RFPs in regulated industries. Without handing your competitive intel to Big AI.
RocketDocs is the response management platform for financial services, healthcare, and enterprise tech teams. Respond to RFPs, DDQs, and security questionnaires faster, with private AI that runs inside your environment. Trusted by companies like J.P. Morgan, Bank of America, and Prudential since 1994.
- Built for regulated industries
- SOC 2 Type II and ISO 27001 Certified
- Trusted since 1994
- 4.2/5 on G2
- 50%
- faster RFP turnaround
- 2x
- capacity per responder
- 95%
- content reuse from approved library
- 100%
- compliant and audit-ready platform
Why teams choose RocketDocs
Built for teams that cannot afford to send the wrong answer
Regulated industries do not get to apologize for a bad RFP response. A misstated figure gets your bid disqualified. An outdated compliance disclosure ends up in front of an auditor. A copy-paste mistake from last year's questionnaire becomes next year's contractual obligation.
RocketDocs is built for teams who live with that pressure. Banks. Asset managers. Insurers. Health plans. Pharma companies. Enterprise software vendors. The teams whose responses cannot leak, cannot drift, and cannot be wrong.
How it works
From upload to fully formatted export, in three steps
Upload your document
Drop in the RFP, RFI, DDQ, or security questionnaire. RocketDocs auto-parses questions with no copy-paste required, including multi-tab Excel files where you can choose which tabs to include and where responses go.
Generate your first draft
Three layers of AI go to work in seconds. Exact-match autofill pulls approved answers from your library. Nearest neighbor search surfaces the closest matches when an exact match is not available. Our private generative AI drafts what is left, using only your knowledge base. Every AI-generated response is flagged for human review.
Review, approve, and export
Assign questions or sections to subject matter experts. Route content through structured approval gates. Export the finished document in fully formatted Word or Excel, with a complete audit trail created behind the scenes.
Private AI
Private AI where data never leaves your environment
Astro is RocketDocs' private generative AI engine. It runs inside our environment, drafts responses using only your approved knowledge base, and never sends your data to a third-party model provider. For regulated industries, this is an AI architecture built to hold up under audit.
How Astro works
LaunchPad
Office-native workflows, without a new platform to learn
Your team already lives in Word and Excel. LaunchPad brings RocketDocs to both, so your team can search the library, autofill responses, and lock down formatting without ever leaving the document. Zero training. Zero re-platforming.
See LaunchPad in action
Audit trail
Audit trail by default, compliance review in three clicks
Every change and approval is logged. Version history is immutable. When the auditor asks who approved what and when, you have the answer in three clicks.
See compliance details
Once your answers reach public AI, you can't get them back.
Every RFP, DDQ, and security questionnaire you run through a public model becomes part of a system you no longer control. Your answers can train that model, shape responses for other companies, and surface in ways you'll never see. Astro, RocketDocs' private AI, runs entirely inside your environment. Your data never reaches a public model, because it never leaves.
Free tools
See your RFP numbers before you talk to us.
Free calculators that turn your assumptions into real numbers: RFP turnaround time, cost per response, and AI readiness. No signup, no data leaves your browser, no sales call required. Share any scenario with a copy-paste link.
RFP Response ROI Calculator
Four questions to estimate how many hours and dollars your team is spending on RFPs, DDQs, and security questionnaires every year.
Open calculatorScore Your AI Vendor
Eight questions to assess any AI vendor on data privacy, security, governance, and compliance. Mapped to SOC 2, ISO 27001, and NIST AI RMF.
Score a vendorScore Your AI Readiness
Five questions to assess your team's AI proposal workflow on data privacy, content governance, traceability, and audit readiness.
Run assessmentBuilt for your industry
The same platform regulated banks use, configured for your industry
Financial Services
Banking, asset management, and insurance teams use RocketDocs to handle regulatory DDQs, vendor risk assessments, and proposal volume that scales with their business. RocketDocs supports the regulatory frameworks that financial services teams answer to: SEC, SOX, GLBA, FINRA, OCC vendor management, and more.
Learn moreHealthcare
Health plans and providers use RocketDocs to manage HIPAA-aligned questionnaires, vendor compliance reviews, and member-facing proposals. The platform supports the audit trail and access controls that healthcare data demands.
Learn moreLife Sciences
Pharma and biotech teams use RocketDocs with workflows aligned to 21 CFR Part 11 expectations: immutable audit trails, structured approvals, and full export history. The same platform regulated banks use, configured for FDA-regulated content.
Learn moreEnterprise Tech
SaaS and technology vendors use RocketDocs to respond to security questionnaires, RFPs, and customer due diligence at the volume their growth demands. SIG, CAIQ, NIST 800-171, and custom vendor questionnaires, all in one platform.
Learn moreHow we compare
How RocketDocs compares to Loopio, Responsive, and Qvidian
Looking at another response management platform? Here is what changes when you choose RocketDocs.
- Private AI vs. third-party AI: Loopio, Responsive, and Qvidian route customer data through external model providers. RocketDocs does not.
- Office-native vs. separate platform: Most competitors require your team to work in their web app and export. LaunchPad puts the platform inside Word and Excel.
- Audit trail depth: Built into every action from day one, not added later.
- Three decades of regulated-industry expertise vs. younger AI-native entrants without compliance track records.
Integrations
No re-platforming. No new tools to learn.
RocketDocs connects to Microsoft 365, Salesforce, and your identity provider through SAML and SCIM, plus an Open API for everything else. Your team keeps working in Word, Excel, and the tools they already know. No migration, no new logins, no disruption.
- Word
- Excel
- PowerPoint
- Teams
- SharePoint
- OneDrive
- Outlook
- Salesforce
- Okta
- Azure AD
- Google Workspace
- SAML
- SCIM
- Open API
Implementation
Live in 4 Weeks
Implementation is led by our customer success team, former RFP managers and writers who have sat in your seat.
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Week 1
Setup and Kickoff
Your tenant is live on day one. We connect your environment, set up your team, and map your first project together.
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Week 2
Tools and Integrations
LaunchPad goes into Word and Excel. We connect Salesforce, SSO, and the rest of your stack so RocketDocs fits how you already work.
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Week 3
Permissions and Content
We load your approved answer library and set permissions by team, role, and subject matter expert. Your content is ready before you write a single response.
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Week 4
Customize and Test
We tune Astro to your tone, run a real questionnaire end to end, and hand off to a team that knows what good looks like.
What customers say
Trusted by the teams whose responses cannot be wrong
The tool itself is very simple and direct. I've trained a lot of people on this and they're like, that's all I have to do? It's the way that RocketDocs works with Word. It's very similar to what they're used to. It's very user friendly.
RocketDocs has competitors in the space. But none of them can do what RapidDocs does. I haven't found any that are as good in product suite. So RapidDocs, from my perspective, is pretty unique. It's a great tool. It can save you time. It can help you to do things a lot easier.
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.
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.
FAQ
Frequently asked questions
What does RocketDocs do?
RocketDocs is a response management platform that helps teams respond to RFPs, RFIs, DDQs, and security questionnaires using a centralized content library, custom workflows, and private AI. The platform is used by financial services, healthcare, life sciences, and enterprise technology teams to cut response time, improve accuracy, and maintain compliance.
How is RocketDocs different from Loopio, Responsive, or Qvidian?
Three things. First, RocketDocs uses private AI that runs inside our environment. Your data is never sent to a third-party model provider. Loopio, Responsive, and Qvidian all rely on third-party models. Second, RocketDocs works inside Microsoft Word and Excel through our LaunchPad add-in, so your team does not have to learn a new platform. Third, RocketDocs has been in the response management market since 1994, with deep expertise in regulated industries.
What is private AI?
Private AI means the generative model that drafts your responses runs inside our environment, not on third-party infrastructure. Most response management platforms route customer data through external model providers like OpenAI or Anthropic. RocketDocs does not. Your knowledge base, your responses, and your customer information stay private.
What types of questionnaires does RocketDocs support?
RFPs, RFIs, RFx, DDQs, VSQs, VSAQ, VSA, SIG, CAIQ, NIST 800-171, HIPAA assessments, ILPA Standardized DDQs, and custom enterprise questionnaires. If it is a structured questionnaire your team has to respond to, RocketDocs supports it.
Is RocketDocs SOC 2 and ISO 27001 certified?
Yes. RocketDocs holds both SOC 2 Type II and ISO 27001 certifications. All data is encrypted at rest with AES-256. For full compliance documentation, visit our Trust Center.
How long does it take to implement RocketDocs?
Most teams go live in 4 weeks. The process includes content migration, workflow configuration, and team training. Our implementation team, made up of former RFP writers and managers, leads each implementation.
Do I have to learn a new platform?
No. RocketDocs lives inside the tools your team already uses. Through LaunchPad, your team works in Word and Excel. No new interface to learn. No formatting issues at export. No separate platform to manage.
How is RocketDocs priced?
Pricing is custom and based on team size, content volume, and required modules. Most engagements start at a published minimum. Book a Demo for a tailored ballpark before the end of the call.
Can I see a demo before purchasing?
Yes. Book a Demo through any of the buttons above. A specialist will walk you through the platform, tailored to your industry and use case, and give you a pricing ballpark before the call ends.
What about data residency?
US and EU data residency are supported. For specific residency requirements, including country-specific or regulatory-specific constraints, talk to a specialist.
See what RocketDocs does with your hardest RFP.
Book a 25-minute demo built around your workflows, your industry, and your real use cases. We'll show you the platform, take your team's questions, and give you a straight pricing ballpark before the call ends. No drawn-out sales cycle, no mystery quote.