Response Software for Global Banking

Seamless collaboration for better responses

Banking

RocketDocs helps banks manage RFPs efficiently, without sacrificing quality. With an unparalleled SME experience and features built to ensure that your content is always current and compliant, we help your team respond to questionnaires with ease.

Autofill Responses

Save your team countless hours by answering questions at the click of a button with compliant, up-to-date information.

Collaborate with SMEs

Leverage RocketDocs’ free and unlimited SME experience. Assign questions, review answers, and store them in your content library for future use.

Remain Compliant

Leverage customizable workflows, audit trails, and expiration dates to ensure that you’ve always got approved, compliant information.

Schedule a walkthrough call today to find out more about our market-leading banking RFP solutions

Features Content Management

Customize Content Workflows

RocketDocs enables you to deliver high quality responses, without sacrificing time. With features dedicated to standardizing the review process and collaborating with SMEs, you can focus on crafting a winning response.

FAQs

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.

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.

With RocketDocs, you will have full access to your content library along with the ability to auto-fill questions and insert responses into the correct cells, all within Excel.

With RocketDocs, you can assign each response or piece of content to a specific SME, set expiration dates and review cycles, and allow the software to automatically compile and send content directly to your SMEs for review and approval on a regular basis.

No, every user will need a license to access the system. The good news is, Contributor (SME) licenses are provided at no cost.

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.

Customers who use RocketDocs