The banks trust RocketDocs. Your data stays with you.
The only RFP platform with private AI, never sent to public AI providers, built for institutions where data sovereignty is not optional. Respond to RFPs, DDQs, and security questionnaires faster, without sending your data to public AI providers.
- Built for financial services
- SOC 2 Type II and ISO 27001 certified
- Private AI, RocketDocs-run
- Never sent to public AI
Based on customer-reported outcomes
The platform
Built for teams that can't afford to get it wrong
Private AI, Office-native workflows, and built-in audit trails. The only platform that combines all three with 30 years of trust in regulated industries.
On G2
Recognized by users on G2
RFP Software
RFP Software- Proposal Software
RFP Software
RFP Software
RFP Software
AI-powered autofill
From a 300-question DDQ to a first draft in minutes
RocketDocs private AI searches your approved content library and generates accurate first drafts for DDQs, RFPs, and security questionnaires. Multi-pass autofill lets compliance teams prioritize specific libraries and content subsets.
- AI pulls from approved, SME-reviewed answers first
- Multi-pass autofill by library, topic, and regulatory domain
- Your data is never sent to public AI providers and never used to train public models.
Audit trails
Every change tracked. Every regulator satisfied.
Built-in audit trails track every action across every document. See who changed what, when, and at which workflow stage. When regulators want to see who approved what and why, you have the answer in seconds.
- Full revision history with workflow state
- Multi-step approval workflows: draft, review, finalize
- SOC 2 and ISO 27001 certified
Office-native
Your team already knows how to use it.
Your compliance and proposal teams live in Word and Excel. So does RocketDocs. Import any DDQ, RFP, or security questionnaire and auto-parse every question instantly.
- Works in Word, Excel, Google Docs, and Google Sheets
- Auto-parses questions on import
- See the final formatted version the entire time
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.
- Answers sourced from your trusted content library
- Adjust tone, length, and style on the fly
- Every answer cites the content it came from
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 financial services 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 financial services 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.
The one-two punch of restructuring content processes and workflows, combined with SaaS, has been key to making sales more productive and efficient.
RocketDocs serves as a comprehensive repository, consolidating our organization's RFP inquiries, responses, and supporting exhibits into a single streamlined platform. The customer service is exceptional.
Problems are the same for all RFP teams: finding the correct data at the right time, and organizing data into useful libraries and subtopics. RocketDocs lets us manage more than 10 different lines of business and keep our data organized and structured.
After over 20 years of using different RFP database management systems, I am impressed with the usability and ease of organization. The speed with which my team can locate and update responses is impressive.
ROI calculator
DDQ and RFP ROI Calculator
See exactly how many hours and dollars your team is spending on DDQs and RFPs, and what you would save with RocketDocs.
Step 1 of 4
How many DDQs, RFPs, or security questionnaires does your team complete per month?
Step 2 of 4
How many questions are in each DDQ or RFP 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?
Enter your details to unlock your full report.
Common questions
Before you book
What happens in the demo?
How long does implementation take?
Where does the AI run? Is my data safe?
Do you charge per seat?
Will I get spammed after booking?
See it in action
See why the world's largest banks choose RocketDocs
25 minutes. No obligation. We will show you how RocketDocs handles DDQs, RFPs, and security questionnaires for financial services teams.