RocketDocs Blog & News

Access exclusive content designed to further your knowledge on important topics relevant to your work in response management.


RFP Automation and Software

Navigating Compliance in Asset Management: Strategies for Adherence

Understanding the Compliance Landscape   The landscape of financial compliance is not static; it’s an ever-shifting terrain that demands constant vigilance and adaptability. This dynamic environment makes understanding and addressing compliance issues pivotal for sector professionals.   A comprehensive grasp of the regulatory environment lies at the core of asset

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Streamlining RFP and DDQ Processes: A Guide for Efficient Response Management

Handling RFP (Request for Proposal) and DDQ (Due Diligence Questionnaire) responses, a critical aspect of financial compliance, is often a cumbersome endeavor, especially for RFP managers and compliance officers at finance and investment firms. With the increasing complexity of financial compliance and the demand for detailed investment proposals, responding accurately

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5 Benefits of RFP Automation

RFP automation is a strategy used to aid RFP, sales, or marketing teams when creating and managing RFP responses.  All RFPs (Request for Proposal) are unique, but often  large sections of your RFP responses will contain the same information, figures and data, allowing for time-saving automation. Rather than wasting time

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3 Benefits of a Proposal Generator

What is a Proposal Generator?  A proposal generator tool helps you effortlessly build customized documents that will ‘Wow’ your reader. Creating an effective business proposal involves a combination of skills. You must write a compelling and persuasive pitch, the design must elegantly reflect your brand, and you must ensure all

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RFP Software for Microsoft Office: Everything You Need to Know

With business being conducted on a universal scale, you need universal software that is familiar for all team members and potential partners, especially when it comes to producing and sharing documents during the RFP process. As most business professionals are well trained in Microsoft Office, it is no surprise that

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How To Find the Best RFP Software for Asset Management Firms

The job of an RFP team is never truly complete. With each proposal that comes in, there is a constant flow of information that needs to be verified, updated, and distributed. For asset managers, the challenges of managing and maintaining an ever-evolving content library, while providing a clear audit trail

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RFP Automation Software: Why Your Business Needs It

Frustrated of watching your RFP writers struggle to use an oldfashioned model of email communication and a disorganized combination of Microsoft products just to respond to RFPs? Here is a breakdown of why you should finally make a change and come to the conclusion that no solution is just no

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