Stop losing deals due to slow RFPs.

Your sales team wins on speed. RocketDocs gives them AI-powered first drafts in minutes, Office-native workflows with zero re-training, and a content library that scales without adding headcount.

  • Built for sales and pre-sales teams
  • SOC 2 Type II and ISO 27001 certified
  • Private AI, RocketDocs-run
  • Never sent to public AI
RocketDocs content library with approved answers, statuses, and owners

Trusted by the world's largest companies

J.P. Morgan
Bank of America
Prudential
Deutsche Bank
Aetna
Voya
Securitas
HSA Bank
Tufts Health Plan
50%+
Faster RFP turnaround
2x
More RFPs with the same team
95%
Content reuse across proposals
100%
Private AI deployment

Based on customer-reported outcomes

The platform

Built for teams that need to move faster

Private AI, Office-native workflows, and a centralized content library. Your team handles more RFPs without more people, and starts producing on day one.

On G2

Recognized by users on G2

  • G2 High Performer Enterprise Summer 2026RFP Software
  • G2 Best Meets Requirements Enterprise Summer 2026RFP Software
  • G2 Best Meets Requirements Enterprise Summer 2026Proposal Software
  • G2 Easiest Setup Enterprise Summer 2026RFP Software
  • G2 Easiest To Use Enterprise Summer 2026RFP Software
  • G2 Highest User Adoption Enterprise Summer 2026RFP Software

AI-powered autofill

First drafts in minutes, not days

RocketDocs private AI searches your approved content library and generates accurate first drafts. Multi-pass autofill lets your team prioritize specific libraries and content subsets. Your best responses become reusable assets, not one-off drafts.

  • AI pulls from approved, SME-reviewed answers first
  • Multi-pass autofill by library and topic
  • Your data is never sent to public AI providers and never used to train public models.
RocketDocs AI autofill inside Microsoft Word

Audit trails

Pass your prospects' security reviews without breaking a sweat

When enterprise buyers send you security questionnaires, RocketDocs helps you answer them and passes them itself. Built-in audit trails, version history, and approval chains give your prospects the evidence they need.

  • Full revision history with workflow state
  • Multi-step approval workflows: draft, review, finalize
  • SOC 2 and ISO 27001 certified
RocketDocs audit trail view

Office-native

Zero re-training. Your team starts on day one.

Your team already works in Word and Excel. So does RocketDocs. Import any RFP, vendor assessment, or security questionnaire and auto-parse every question instantly.

  • Works in Word, Excel, Google Docs, and Google Sheets
  • Auto-parses questions on import
  • RapidDocs templates for Word and PowerPoint
RocketDocs working inside Microsoft Excel

Astro

Ask Astro. Get answers from your content library.

Astro searches your approved content library and generates answers with source citations. Need a different tone? Just ask. Every response links back to the content it drew from. Astro can also pull from any additional documents you grant it access to, so your approved library stays the source of truth while still leveraging supporting documentation when you need it.

  • Answers sourced from your trusted content library
  • Adjust tone, length, and style on the fly
Astro private AI chat answering from the content library

Integrations

No re-platforming. No new tools to learn.

RocketDocs connects to Microsoft 365, Salesforce, and your identity provider through SAML and SCIM, plus an Open API for everything else. Your team keeps working in Word, Excel, and the tools they already know. No migration, no new logins, no disruption.

  • Word
  • Excel
  • PowerPoint
  • Teams
  • SharePoint
  • OneDrive
  • Outlook
  • Salesforce
  • Okta
  • Azure AD
  • Google Workspace
  • SAML
  • SCIM
  • Open API

How we compare

See how RocketDocs compares

The difference that matters in enterprise sales is the AI itself. RocketDocs runs its own private AI and never sends your data to public AI providers or uses it to train public models. Certifications are the baseline every serious vendor meets.

Capability RocketDocs Loopio
Where the AI runs RocketDocs' certified environment Vendor's cloud
AI model Private AI (RocketDocs-run) Third-party models
Certifications SOC 2 Type II and ISO 27001 SOC 2 and ISO 27001
Office-native (Word and Excel) Yes Not confirmed
Track record in regulated industries 30 years Not confirmed

What customers say

What enterprise teams say about RocketDocs

4.2/5 on G2
The tool itself is very simple and direct. I've trained a lot of people on this and they're like, that's all I have to do? It's the way that RocketDocs works with Word. It's very similar to what they're used to.
RFP Manager , Leading Global Bank
RocketDocs has competitors in the space. But none of them can do what RapidDocs does. It's a great tool. It can save you time. It can help you to do things a lot easier.
Vice President , Enterprise Organization
RocketDocs allows us to manage more than 10 different lines of business and keep our data organized and structured. Finding the correct data at the right time has never been easier.
Philip M. , RFP Manager

ROI calculator

Proposal Response ROI Calculator

See exactly how many hours and dollars your team is spending on RFPs and proposals, and what you would save with RocketDocs.

Step 1 of 4

How many RFPs, DDQs, or security questionnaires does your team complete per month?

Step 2 of 4

How many questions are in each response on average?

Step 3 of 4

How long does each question take your team to answer?

Step 4 of 4

What is the average hourly cost of the people working on these?

--
projected annual savings with RocketDocs
Hours spent per month--
Annual cost, current process--
Projected hours saved per year--

Enter your details to unlock your full report.

Common questions

Before you book

What happens in the demo?

A 25-minute walkthrough tailored to your workflow. We will show you the content library, AI autofill, audit trails, and the Office-native experience using RFP and proposal scenarios relevant to sales and pre-sales teams. No slides, no pitch deck. Just the product.

How long does implementation take?

Most teams are live in 4 weeks. RocketDocs includes onboarding, training, and ongoing customer support. Your existing content can be migrated, and your team works inside Word and Excel from day one with zero re-training.

Where does the AI run? Is my data safe?

RocketDocs runs its own private AI (Llama 3.1), not public commercial AI. Your data is never sent to third-party AI providers and never used to train public models. No external API calls and no third-party processing. Everything runs within RocketDocs SOC 2 Type II and ISO 27001 certified environment.

Do you charge per seat?

No per-seat surprises. We will walk through pricing during the demo based on your team size and needs.

Will I get spammed after booking?

No spam. You will hear from our team about your demo, and we will send occasional product updates you can opt out of anytime.

See it in action

See how your team can respond faster and win more

25 minutes. No obligation. We will show you how RocketDocs handles RFPs, proposals, and vendor questionnaires for sales and pre-sales teams.

Trusted by J.P. Morgan, Bank of America, Prudential, Deutsche Bank, and Aetna.