Built for Sales & Pre-Sales Teams

Stop losing deals 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.

  • SOC 2 + ISO 27001 Certified
  • 100% Private AI
  • Data Never Leaves Your Environment
RocketDocs | Content Library R RocketDocs Content Library Projects Analytics Audit Trail Administration Content Search... All Fields Published All Words QUESTION / TOPIC LIBRARY STATUS OWNER REVIEW SOC 2 Type II Compliance Overview ID: 1847 | Security & Compliance Security Published Manning, B. Semiannual Data Encryption at Rest and in Transit ID: 1623 | Infrastructure Infrastructure Published Chen, L. Quarterly Business Continuity and Disaster Recovery ID: 2104 | Risk Management Risk Mgmt In Review Park, J. Annual Company Overview and Financial Stability ID: 732 | Company Overview Company Published Bohlender, L. Semiannual Access Control and Authentication Policies ID: 1955 | Security & Compliance Security Published Goodspeed, L. Quarterly CONTENT DETAILS Draft In Progress Finalize SME: Bohlender, Lindsey | Expiration: Sep 30, 2028 | Review Cycle: Semiannual

Trusted by the world's largest companies

J.P. Morgan
Bank of America
Prudential
Deutsche Bank
Aetna
Tufts Health Plan
HSA Bank
Voya
Securitas
J.P. Morgan
Bank of America
Prudential
Deutsche Bank
Aetna
Tufts Health Plan
HSA Bank
Voya
Securitas
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.

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
  • AI runs in your AWS VPC. Your data never leaves.
RocketDocs Proposal (11) Home Insert Layout Review 1. What is the name of your company? Please insert your answer here 2. Where is your Corporate Headquarters? Please insert your answer here 3. What is a high-level overview of your systems security? Please insert your answer here 4. Does the vendor have a process for controlling user access to the systems? Please insert your answer here 5. Do education and training of employees occur? Please insert your answer here R LaunchPad Autofill x Autofill Pass 1: Libraries Security Attributes Encryption Generative AI Autofill Pass 2: Libraries Infrastructure ADD PASS Autofill Confidence 65 GenAI folders Product Documents x Gen AI Prompt Custom generative ai prompt... AUTOFILL
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 + ISO 27001 certified
RocketDocs | Project Details R PROJECT DETAILS Summary Open Requests Questions Attributes Audit Trail Notes DDQ Demo Project Summary REASSIGN REVERT PROMOTE MENU Review Manager (Group) Populate Finalize Project ID: 37 | Type: Security Questionnaire | Lead: Nancy Drew | Status: draft | Client: ABC Company Audit Trail DATE USER ACTION DETAILS 9 Feb 2026, 10:08 AM Drew, Nancy AutoParse Parsed questions from SaaS RFP 9 Feb 2026, 10:08 AM Drew, Nancy ProjectQuickAdd Create Project Quick Add 8 Feb 2026, 3:42 PM Manning, B. ContentEdit Updated encryption policy 8 Feb 2026, 2:15 PM Chen, L. StatusChange Promoted to Review 7 Feb 2026, 4:30 PM Park, J. Autofill Autofilled 247 of 299 (83%) Rows per page: 25 | 1-5 of 12
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.

  • Supports Word, Excel, Google Docs, Google Sheets
  • Auto-parses every question on import
  • RapidDocs templates for Word/PowerPoint
RFP Demo (1) Home Insert Data Review A 1. Company Information 8 To how many active customers does the company provide... 9 How many active customers are in investment funds? 10 How long have you been in business? 11 What year was the company founded? 12 Brief history of the company and current management team 13 Please provide a brief history of the current management team. General Security Platform R LaunchPad Questions Search InsertAI Working on: RFP Demo Parse report: 299 Questions 247 Answered 198 AI Generated Here is where things stand: 299 Questions 247 Answered 52 Unanswered 195 Completed 52 Draft Add Question Add Placeholder Set Document Defaults Logout
AI Assistant

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 published 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 context when you need it.

  • Answers sourced from your approved content library
  • Adjust tone, length, and style on the fly
  • Every response flagged for human review
RocketDocs | Content Library R Control Center Projects Libraries Reports Astro x Can you provide a summary of the RocketDocs business continuity plan? RocketDocs' business continuity plan (BCP) was developed to provide reasonable assurances of business continuity in the event of a disruption of normal operations. Source: Content 1. Technology / 1398 - published 2. Security / 2738 - published AI generated content may be incorrect. Can you change the tone to urgent and persuasive? Business Continuity Is a Top Priority In the event of a disruption, RocketDocs' BCP kicks in to ensure our continued ability to serve our customers. This plan is rigorously reviewed. We are committed to identifying and mitigating risks, and to restoring service as quickly as possible. Source: Content 1. Technology / 1398 - published Ask Astro a question...

Works with the tools your team already uses

Word Excel PowerPoint Google Docs Google Sheets Salesforce Teams
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

Why RocketDocs

See how RocketDocs compares

Select a competitor to see a side-by-side comparison.

CapabilityRocketDocsLoopio
AI Approach Private (Llama 3.1)Third-party ML
Office-native (Word/Excel) Full nativeExport only
Built-in audit trails FullBasic
Compliance SOC 2 + ISO 27001SOC 2 only
Multi-pass AI autofill YesNo
Content review cycles Built-inManual
RapidDocs templates YesNo
Track record 30 years12 years
What Our Customers Say

What enterprise teams say about RocketDocs

★★★★★

"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

Free Tool

Proposal Response ROI Calculator

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

Step 1 of 4
How many RFPs, DDQs, or security questionnaires does your team complete per month?
2-4
per month
5-9
per month
10-19
per month
20+
per month
Step 2 of 4
How many questions are in each response on average?
Under 50
questions
50-150
questions
150-300
questions
300+
questions
Step 3 of 4
How long does each question take your team to answer?
5 min
quick lookups
10 min
some research
15 min
cross-team input
20+ min
heavy coordination
Step 4 of 4
What's the average hourly cost of the people working on these?
$50
junior staff
$75
mid-level
$100
senior / SMEs
$125+
leadership
Your Results
Hours spent per month--
Annual cost (current process)--
Projected hours saved per year--
Projected annual savings--

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Common Questions

Before you book

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

Most teams are live within weeks, not months. 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.

RocketDocs' private AI (Llama 3.1) runs in your AWS VPC. Your data never leaves your environment. No external API calls, no third-party processing, no customer data used to train models. SOC 2 and ISO 27001 certified.

No per-seat surprises. We'll walk through pricing during the demo based on your team size and needs. Unlike many competitors, we don't charge for every reviewer, legal contact, or executive who needs occasional access.

No spam. You'll hear from our team about your demo, and we'll 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'll 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.

Pick a time for your demo