Respond to RFPs, DDQs, and security questionnaires faster. With AI that stays inside your walls.
RocketDocs is the response management platform built for regulated industries. Private AI, Office-native workflows, and audit trails your compliance team can trust.
- SOC 2 Type II + ISO 27001 Certified
- Trusted since 1994
- 4.2 / 5 on G2
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 An outdated compliance disclosure ends up in front of an auditor.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 the only AI architecture that holds 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
Quantify your potential
Quantify the impact for your team
Three free calculators that turn assumptions into numbers. No signup. No data leaves your browser. Share your scenario with a copy-paste URL.
ROI Calculator
Time saved, labor savings, and win-rate revenue uplift in one number
Plug in your team size, deal volume, and current win rate. The calculator returns total annual value with formulas you can audit.
Try the calculatorTime Savings Calculator
How many hours your team gets back
Three inputs, one answer. Total hours per year today, hours saved, FTEs freed up, and the dollar value of the time reclaimed.
Try the calculatorTrust Score Calculator
Score your trust posture across six dimensions
A six-question self-assessment that surfaces the specific gaps that block enterprise deals — and the language to fix each one.
Try the calculator- 50%
- faster RFP turnaround
- 2x
- capacity per responder
- 95%
- content reuse from approved library
- 100%
- compliant and audit-ready
Built 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
Works with the stack your team already uses
Microsoft 365, Salesforce, SSO providers, and an Open API. No re-platforming, no new identity provider, no data migration headaches.
- Word
- Excel
- PowerPoint
- Teams
- SharePoint
- OneDrive
- Outlook
- Salesforce
- Okta
- Azure AD
- Google Workspace
- SAML
- SCIM
- Open API
Implementation
Live in four to eight weeks
Our customer success team, made up of former RFP managers and writers, leads each implementation.
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Weeks 1 to 2
Kickoff
Content audit and workflow design.
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Weeks 3 to 4
Content migration
Library setup and migration from legacy systems.
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Weeks 5 to 6
Workflow configuration
Approval gates, role-based access, and team training.
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Weeks 7 to 8
Pilot and go-live
Run a pilot project, then take your team live.
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.
Cycle time on enterprise DDQs dropped from six weeks to under two. The private-AI architecture is the only reason our security team ever signed off on adding generative AI to the response workflow at all.
We run all of our institutional questionnaire responses through RocketDocs. Multi-affiliate library structure handles our three lines of business cleanly; SME assignment and review cycles keep content accurate without anyone having to babysit it.
The Excel multi-tab handling is the feature that closed it for us. SIG Lite, SIG Core, CAIQ, our own customer questionnaires — all multi-tab, all native. The other platforms we evaluated either flattened the tabs or charged extra for the capability.
The audit trail is what finally got us off the spreadsheet-and-email pattern. When 21 CFR Part 11 reviewers ask who approved each answer and when, we have a real answer instead of digging through Slack.
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 are live within four to eight 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.
Ready to see RocketDocs in action?
A 30-minute demo, tailored to your workflows, your industry, and your specific use cases. We will show you the platform, answer your team's questions, and give you a clear pricing ballpark before we end the call.