Respond to RFPs 50%+ faster with RocketDocs private AI

Office-native workflows, a governed content library, and built-in audit trails. Your team works inside Word and Excel from day one.

  • 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 turnaround
2x
Team capacity
95%
Content reuse
30 years
Enterprise trust

Based on customer-reported outcomes

The platform

Everything your team needs to respond faster, with confidence

A centralized content library, private AI, and built-in governance so every response is accurate, consistent, and auditable.

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 writers prioritize specific libraries and content subsets, delivering precisely the right responses every time.

  • 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

Every change tracked, every version saved

Built-in audit trails track every action across every document. See who changed what, when, and at which workflow stage. Essential for regulated industries where compliance isn't optional.

  • 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

Works inside Word and Excel. Zero re-training.

Your team works directly inside Microsoft Word and Excel. Import any RFP, DDQ, 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 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

Trusted by enterprise teams worldwide

4.2/5 on G2
The one-two punch of restructuring content processes and workflows, combined with SaaS, has been key to making sales more productive and efficient.
Stephanie, VP Global Sales , Leading Global Bank
RocketDocs serves as a comprehensive repository, consolidating our organization's RFP inquiries, responses, and supporting exhibits into a single streamlined platform. The customer service experience is exceptional.
G2 Reviewer , Enterprise customer
Easy to use and comprehensive RFP database and proposal management system. RocketDocs allows us to manage more than 10 different lines of business and keep our data organized and structured.
Philip M. , RFP Manager

ROI calculator

RFP Response ROI Calculator

See exactly how many hours and dollars your team is spending on RFPs, DDQs, and security questionnaires, 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 scenarios relevant to your industry. 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 why enterprise teams choose RocketDocs

25 minutes. No obligation. We will show you how RocketDocs handles your specific workflow.

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