Built to fit the tools your team already uses
RocketDocs integrates with Microsoft 365, Salesforce, your SSO provider, and your data sources through a documented Open API. Plus a browser extension that brings your content library to any web form, anywhere. Use the platform from inside the apps you already live in.
- SOC 2 Type II + ISO 27001 Certified
- Trusted since 1994
- 4.8 / 5 on G2
Microsoft 365
Microsoft 365: the deepest integration in the platform
RocketDocs is built around the assumption that your team works in Word and Excel, collaborates in Teams, stores documents in SharePoint and OneDrive, and communicates through Outlook.
- Word and Excel: full LaunchPad add-in with library search, autofill, Astro, SME assignment, and format-preserving export
- PowerPoint: RapidDocs output for proposals and sales presentations
- Teams: Astro chatbot for natural-language queries against your content library, with source citations and permission enforcement
- SharePoint and OneDrive: document storage and collaboration through standard Microsoft 365 patterns
- Outlook: notifications and email-based assignment workflows
Browser extension
The library, on any web form, anywhere
Your content library should not be locked inside one platform. The RocketDocs browser extension brings approved content to any web form, anywhere on the internet. One click brings the library, the search, the autofill, and the approval status of every answer into the form your team is filling out.
- Vendor security questionnaires hosted on third-party portals
- Customer assessment portals where the buyer controls the format
- Online RFPs that are not exportable to Word or Excel
- Any web-based questionnaire that needs to pull from your approved knowledge base
Salesforce
Bidirectional Salesforce opportunity sync
Bidirectional Salesforce integration syncs project data, opportunity tracking, and customer information between RocketDocs and your CRM.
- Sync opportunities and accounts between Salesforce and RocketDocs projects
- Pull customer information into proposals and responses automatically
- Track win rates, response volume, and proposal cycle time in your existing Salesforce reports
- Available through the Salesforce AppExchange
SSO and SCIM
Identity through your existing provider
Single sign-on and automated user provisioning through the major identity providers your IT team already uses.
- SSO through Okta, Azure AD, Google Workspace, and other SAML-compatible providers
- SCIM provisioning for automated user creation, role assignment, and deprovisioning
- Role-based access control mapped to your identity provider groups
- Multi-factor authentication enforced through your identity provider
Open API
Open API for everything else
A documented Open API exposes the platform's core capabilities for custom integration with the rest of your stack.
- Project, content, and user management endpoints
- Content library access for custom search experiences
- Webhooks for event-driven integration with internal systems
- Authentication via OAuth 2.0 with scoped tokens
Other integrations
Need something specific? Talk to a specialist.
Beyond Microsoft 365, Salesforce, SSO, browser extension, and Open API, RocketDocs supports common ERP and CRM patterns through native connectors and custom integrations. For specific environments, talk to a specialist.
What customers say
Trusted by the teams whose responses cannot be wrong
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. It's very user friendly.
RocketDocs has competitors in the space. But none of them can do what RapidDocs does. I haven't found any that are as good in product suite. So RapidDocs, from my perspective, is pretty unique. It's a great tool. It can save you time. It can help you to do things a lot easier.
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 allows us to 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 in the system. The speed with which my team can locate and update responses is impressive.
Cycle time on enterprise DDQs dropped from six weeks to under two. The private-AI architecture is the only reason our security team ever signed off on adding generative AI to the response workflow at all.
We run all of our institutional questionnaire responses through RocketDocs. Multi-affiliate library structure handles our three lines of business cleanly; SME assignment and review cycles keep content accurate without anyone having to babysit it.
The Excel multi-tab handling is the feature that closed it for us. SIG Lite, SIG Core, CAIQ, our own customer questionnaires — all multi-tab, all native. The other platforms we evaluated either flattened the tabs or charged extra for the capability.
The audit trail is what finally got us off the spreadsheet-and-email pattern. When 21 CFR Part 11 reviewers ask who approved each answer and when, we have a real answer instead of digging through Slack.
FAQ
Frequently asked questions
What is the depth of the Microsoft 365 integration?
Deep. LaunchPad is a native Microsoft 365 add-in that brings the full RocketDocs platform into Word and Excel. RapidDocs outputs to PowerPoint. Astro is available inside Microsoft Teams. SharePoint, OneDrive, and Outlook integrations work through standard Microsoft 365 patterns.
Is the Salesforce integration bidirectional?
Yes. Project data flows from Salesforce into RocketDocs (opportunity-driven proposal projects, customer information for personalization) and from RocketDocs into Salesforce (project status, response cycle time, win rate tracking).
Which SSO providers are supported?
Okta, Azure AD, Google Workspace, and other SAML-compatible identity providers. SCIM provisioning is supported through the same providers. For specific provider compatibility, talk to a specialist.
Is the Open API documented?
Yes. Full Open API documentation is provided to customers under the platform agreement. The API supports project management, content access, user provisioning, and webhook event delivery.
Does RocketDocs integrate with Slack?
Microsoft Teams integration is the primary chat integration. Slack integration is available through custom configuration using the Open API.
What about Google Workspace?
Google Workspace integration is supported for SSO. For Office-native workflows, Microsoft 365 is the primary supported environment.
Is the browser extension available for Chrome and other browsers?
Yes. The browser extension supports Chrome and other major browsers. Specific browser version compatibility is detailed in our product documentation.
Ready to see the integrations in action?
A specialist will walk you through the integrations relevant to your stack, including Microsoft 365 depth, Salesforce sync, browser extension, and any custom integration patterns your team needs.