Integrations
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.
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Microsoft 365
Microsoft 365: native to how your team already works
RocketDocs is built around the assumption that your team works in Word and Excel, collaborates in Teams, and stores documents in SharePoint and OneDrive.
- Word and Excel: full LaunchPad add-in with library search, autofill, Astro, SME assignment, and format-preserving export
- 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
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
Our project load has consistently increased year over year for many years. I tie our ability to keep meeting that, without hiring more people, to RocketDocs.
Things that could have taken a half an hour can now take possibly a minute. It is absolutely a massive time saver in keeping hundreds and hundreds of answers ready to go for us to use.
Not only are sales representatives creating better proposals, but they’re also doing it in a fraction of the time it used to take, which frees them up to spend more time in front of customers or to pursue more sales opportunities.
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 and OneDrive 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.
Free resource
Put a number on your ROI
Calculate your response ROI. Four questions on response volume, complexity, and effort, and what RocketDocs could save you.
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.