Response Software
for Asset Managers

Efficient, compliant response management

RocketDocs helps Asset Managers power a compliant, efficient RFP process. With unparalleled search capabilities, the ability to customize workflows, and the option to work natively in Word or Excel, we’ll dramatically decrease your response time, without sacrificing quality.

Remain Compliant

Leverage customizable workflows, audit trails, and expiration dates to ensure that you’ve always got accurate, up-to-date information.

Manage & Maintain Your Database

Quarterly (or more frequent) updates to your content can be a headache. Our response software comes with a set of features to help you make updates to your database with ease.

Autofill Responses

Tired of answering the same DDQs and security questionnaires quarter after quarter? Let RocketDocs handle the heavy lifting by automatically populating common questions at the click of a button.

Seamless
Integration

LaunchPad™ lets you work where you’re comfortable, directly within Microsoft Word or Microsoft Excel. Get answers faster, and ensure that responses are formatted correctly while you’re working.

FAQs

As an RFP team in the asset management industry, can we have various workflows based on different types of content?

Yes, customizable workflows are available in RocketDocs. Whether you’re working on an RFP, RFI, or DDQ, RocketDocs provides a variety of features including content tags and workflows to help you build a current, compliant content database and respond to questionnaires with ease.

As an RFP team in the asset management industry, can we have various workflows based on different types of content?

How does the ability to work natively in Microsoft Word and Microsoft Excel benefit RFP teams in the asset management industry?

Having RFP software equipped with a Microsoft Office integration allows your team to use the knowledge, tools, and skills they currently possess to conduct business through platforms they are comfortable with. Plus, writers can work directly in Word or Excel, eliminating any unwanted formatting issues that would occur while exporting vital documents.

Will RocketDocs provide an audit trail for each piece of content that is handled by our team?

Yes, we currently have an audit trail for each piece of content that is within your database!

Can an email notification be sent from the RocketDocs platform to alert team members and SMEs of a response in need of their expertise? And how can email batches be controlled by the admin?

Yes, email notifications can be sent by the admin in order to communicate with team members and SMEs in order to complete a questionnaire or proposal response. Additionally, the admin can control the frequency of emails with our delay mechanism.

Do you have a specific feature dedicated to easing or shortening the process of responding to recurring questionnaires such as DDQs?

Yes, our software allows the team to automate recurring questionnaires with our Refresh functionality, which allows you to update answers to recurring questions with the click of a button.

Customers who use RocketDocs

This product is very versatile and has a great deal of functionality.

Charlie D.Business Analyst

Request RocketDocs Pricing

RocketDocs delivers the features your team needs to respond to RFPs efficiently and close deals faster. Chat with one of our experts to see what's best for your team, or to learn more about our flexible pricing. (Plus, you get a demo!)

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