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RocketDocs vs. Ombud
Not all RFP Response Platforms are created equal. See how RocketDocs compares to Ombud.
At A Glance:
Key Features Compared
Cutting through the clutter of RFP responses is a frustration felt by many businesses. RocketDocs solves this problem by enhancing your efficiency, giving you a competitive edge in today’s rapidly evolving business landscape. This platform, along with Ombud, offers you a way to streamline and automate the RFP response process. In this comparative analysis, we delve into the distinctive offerings, essential features, and differences between RocketDocs and Ombud. RocketDocs brings AI-driven autofill features and a recommendation engine right at your fingertips, ensuring quicker, more effective responses to business proposals.
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Template Creation |
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Online Document & PDF Creation |
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Custom Branding |
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Project Management |
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Content Library |
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RFP Generation
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Templates |
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RFx |
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Versioning |
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Workflow
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Document Builder Interface |
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Collaborative Creation |
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Assembly and Approval Workflows |
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Analytics
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Proposal Effectiveness Reporting |
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Reporting and Dashboards |
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Administration & Platform
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User, Role, and Access Management |
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Alerts and Certifications |
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CRM Integration |
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Data Security |
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100% Private AI
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RocketDocs Key Features
RocketDocs is a comprehensive platform tailored to enhance the response process for various documents, including RFPs (Request for Proposals), RFIs, and DDQs.
Enhanced Collaboration
Our unifying platform makes team collaboration easier, especially when engaging with Subject Matter Experts (SMEs). Project workflows, approvals, and having one source of truth all contribute to greater collaboration.
LaunchPad
The platform’s LaunchPad (Microsoft Add-In) feature provides users with various methods to respond to questions efficiently.
Native Microsoft & GSuite
One of its standout features is the ability to work natively within Microsoft Excel or Word, ensuring a seamless experience for users familiar with these applications.
Rapid Search
The platform also boasts a rapid content search capability, making it easy to locate and utilize relevant information.
RapidDocs
Craft compelling, winning sales enablement materials in record time using predeveloped templates and customizing on-the-fly with selected content.
100% Private AI-Driven
RocketDocs leverages artificial intelligence with its Autofill feature, and private, generative AI.
Salesforce Connector
RocketDocs offers a bidirectional Salesforce connector, enhancing its integration capabilities.
Mobile Responsive
RocketDocs is mobile-responsive, enabling users to assemble and share proposals directly from mobile devices.
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.
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RocketDocs |
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Ombud |
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Choosing a Document Management Service: Key Factors to Consider
Choosing the right document management service is essential for ensuring smooth business operations, improving procurement efficiency, and secure data management. Before making a decision, consider factors such as the service’s features, integration capabilities, pricing, and security measures.
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.
What is RocketDocs?
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.
Try RocketDocs Now
Equip your team with the tools to close deals swiftly and smartly. Connect with our experts to explore our response management solutions and flexible pricing options – and schedule a discovery call!
Get answers to the questions we hear most often.
Obtain more information about RocketDocs from our FAQs.
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Can I get a demo of RocketDocs before purchasing a plan?
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How secure is the data stored in RocketDocs?
ocketDocs is SOC 2 and ISO 20071 certified. All data stored in RocketDocs is encrypted at rest using AES-256. For additional information on organizational, product, data, and privacy security at RocketDocs, please refer to our Privacy Policy and our Trust Center.
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What type of support does RocketDocs offer?
RocketDocs offers a full suite of support services. Our customer success team is available to answer questions and offer best practice recommendations, and our customer support portal has self-service tools including step-by-step articles, webinars, and video walkthroughs of our platform. Additionally, RocketDocs offers professional services for larger projects or detailed consulting engagements.
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What is RocketDocs’ approach to AI?
RocketDocs uses a hybrid approach to AI. The first layer uses autofill, matching high confidence answers to questions. The second layer is our private, generative AI.
- No more starting from scratch! RocketDocs will identify and autofill responses using pre-approved responses from your knowledge base.
- Responses that are not able to be answered directly with existing responses can be filled in using our private generative AI. functionality, which uses the information in the knowledge base to craft responses. Generated responses are always highlighted for human review.
- As more and more answers are selected and added to the knowledge base, the system gets smarter and makes better recommendations.
The use of two layers of AI gets you to a first draft in seconds!
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What is RFP response management?
RFP response management guides the RFP through the lifecycle from bidding to developing a proposal to submit to your customer or prospect. With RFP software, managing this process becomes streamlined and efficient.
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What are the benefits of RFP software?
Having RFP software that automates much of the RFP process is imperative to a sales or proposal team’s success. RFP software provides you with one central location for all your content. It allows collaboration among teams, gets you to a first draft faster, and allows you to track progress along the way.
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How do you help teams manage proposals in your solution?
Along with having one source of truth for your content, our RFP software also enables success with the following solution features:
- AI-driven, first draft in minutes
- Customizable project workflows
- Automated SME notifications
- Available audit trails and version control
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What should I look for in a response management solution?
When choosing RFP software, you want a solution that provides white-glove customer service along with a support portal. This is important to your success in using any new platform. A few other features you want in RFP software include:
- An intuitive content library structure
- Project workflows and project tracking
- Private Generative AI to ensure data security
- Autofill AI to have a first draft in minutes
- Audit trails and version history
- Ability to save appendices such as images, diagrams, charts, and more
- The ability to work natively in Word or Excel
- Coauthoring/collaboration tools
- CRM integrations
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What types of repetitive questionnaires does RocketDocs support?
RocketDocs can help with responding to RFPs, RFIs, RFxs, DDQs, VSQs, VSAQ, VSA, SIG, CAIQ, NIST 800-171, and HIPAA, to name a few.