RocketDocs Key Features

Comprehensive content library: Creating proposals and other documents has never been easier thanks to RocketDocs robust collection of predefined content elements.

Simply select your content blocks, decide on a template for the page, fill out your questions and other relevant information, and you’re ready to produce and manage endless versions of your document. The potential time savings for a feature like this can mean the difference for your team in a high-demand environment.

AI-driven autofill: RocketDocs features an intelligent autofill that will search for and populate as much information as possible. Streamlining the process of creating and managing proposals, questionnaires, and other documents.

LaunchPad Microsoft Integration: LaunchPad integration is designed to enhance productivity and efficiency by allowing your team to find content within the RocketDocs platform and insert it directly into a document.

This add-in is integrated with Microsoft Office, which means you can add content to your document or workbooks without having to leave the Office environment.

Ombud Key Features

Centralized sales process: Ombud’s sales software allows you to easily organize and keep track of all sales and customer-facing content, as well as supporting full Salesforce integration.

OmMatch repository: The OmMatch functionality allows teams to share knowledge and content across an entire organization. Centralizing the sales and RFP process while creating a unified point of security and ensuring accountability.

Built for scale: The OmBud ecosystem is built to be fully scalable to any size operation, from startup to international enterprise.

RocketDocs vs. Ombud: Our Verdict

Both RocketDocs and OmBud offer a well-rounded solution for managing RFPs and streamlining the process of getting standardized bids.

Despite that, only RocketDocs offers a comprehensive mix of features like robust template support, Microsoft LaunchPad integration, proposal effectiveness reporting, and more.

RocketDocs is a complete package, covering not only the RFP process but also a full suite of analytics and administrative access management features, including CRM integration.

Because of this, our pick is our tool, RocketDocs for its robust slate of features, wide array of use cases, and comprehensive support. Of course, your needs may vary, so it’s important to evaluate the strengths and weaknesses of each solution fully before making a decision.

To that end, below we will detail the core features of each service, as well the pros and cons of both.

Factors to Consider

Below are are some key factors to consider when choosing a document management service:

• Cost: Consider your budget and compare it with the pricing plans of the service. Make sure you’re getting good value for your money.
• Ease of Use: The system should be user-friendly and easy to navigate.
• Integration Capabilities: Ideally, any service should be compatible with your current software and tools to avoid disruptions in your workflow.
• Search and Retrieval Features: The system should allow you to easily store, index, and retrieve documents.
• Security and Compliance: Check if the system adheres to the necessary data security and compliance standards applicable in your industry.
• Scalability: As your business grows, your document management needs might increase. The system should be able to scale up accordingly.
• Collaboration Tools: If your team needs to collaborate on documents, the service should provide features such as real-time editing and version control.
• Customer Support: Look for services that offer reliable and timely customer support.
• Document Storage: Consider the storage capabilities of the system. Some systems offer cloud storage, which provides accessibility from anywhere.
• Reviews and Testimonials: Reviews from other users can provide insights into the reliability and performance of the system.

Ultimately, the best system for your business will depend on your specific needs and circumstances.

RocketDocs is a platform designed to supercharge the response process for RFPs (Request for Proposals), audits, security questionnaires, and more.

It’s a one-stop-shop for managing repetitive documents, featuring a unified platform and a shared content library that multiple teams can access. Its strength lies in its collaborative nature, speeding up organized, efficient, and compliant RFP responses.

The platform’s extensive features allow you to manage and monitor rapid RFP responses, simplify security questionnaires, help build customizable proposals and marketing collateral, and more.

It also offers seamless integration with Microsoft products through LaunchPad™, allowing you to work within Microsoft Word or Excel.

The content library is the platform’s core, offering a repository of accurate, up-to-date information that your organization can easily organize and update.

To further simplify the process, RocketDocs leverages artificial intelligence for autofill, eliminating the need to start responses from scratch.

What is OmBud?

Ombud positions itself as a platform that goes ‘beyond response management.’ This tool curates knowledge, automates the management and production of documents, and promotes collaboration across the sales process. It’s specifically designed to alleviate the burden of tactical and repetitive responses to RFPs and other customer questionnaires.

Whilst different platforms, OmBud and RocketDocs have a wide variety of features that overlap for saving you the time to manage procurement processes manually. Next we will take a look at some of them below.

RocketDocs and OmBud Integrations

Both RocketDocs and Ombud offer integrations with the following products:

Salesforce

This industry-leading CRM helps sales teams accelerate their performance and achieve their goals by offering features such as contact management, opportunity management, lead management, email integration, reports and dashboards, sales forecasting, file syncing and sharing, and more.

Microsoft 365

This comprehensive suite of productivity tools includes applications such as Outlook, OneDrive, Word, Excel, PowerPoint, OneNote, SharePoint, Microsoft Teams, Yammer, and more. It offers users the latest Office apps in both desktop and online versions.