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Pricing

Pricing Designed For Your Needs

Plans starting at $18,500/year. Custom-fit to your deployment, not a per-seat trap.

  • SOC 2 Type II and ISO 27001 certified
  • Trusted since 1994
  • 4.2/5 on G2

Starter

For small and mid-market regulated firms with a single line of business and growing response teams.

Typically 5 to 10 Core Users, unlimited SMEs

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Calculate your ROI

  • Astro: private generative AI on Llama 3.1, hosted privately inside our environment
  • LaunchPad: Microsoft Word and Excel add-in with full library access
  • KnowledgeBase: unlimited content library with custom attributes, tags, and review cycles
  • Custom workflows and approval gates
  • Microsoft 365 integrations (Word, Excel, PowerPoint, Teams, SharePoint, OneDrive)
  • Salesforce bidirectional integration
  • SSO and SCIM through major identity providers
  • Open API for custom integrations
  • Immutable audit trail across every action
  • SOC 2 Type II and ISO 27001 supporting documentation
  • Standard support and training
Most popular

Pro

For enterprise firms with multiple lines of business and significant RFP, DDQ, and security questionnaire volume.

Typically 10 to 30 Core Users, unlimited SMEs

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Calculate your ROI

Everything in Starter, plus:

  • RapidDocs: logic-driven, done-for-you proposal generation
  • RocketVault: browser extension for filling out web-based questionnaires and portals
  • Premium support and training with Quarterly Business Reviews

Enterprise

For multi-affiliate, multi-line-of-business, or globally distributed organizations in regulated industries.

30+ Core Users, unlimited SMEs

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Calculate your ROI

Everything in Pro, plus:

  • Multi-affiliate library configuration
  • Custom integrations beyond our standard set
  • Advanced analytics and custom reporting
  • Industry-specific compliance configurations (financial services, healthcare, life sciences, enterprise tech)
  • Regional data residency options
  • Dedicated Customer Success Manager
  • White-glove support and training
  • Custom contract terms

Trusted by leaders in regulated industries

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

Why RocketDocs

Why regulated-industry teams choose RocketDocs

Three structural advantages set RocketDocs apart for regulated-industry teams.

Private AI. Your data is never sent to public AI.

Our generative AI runs on a private Llama 3.1 instance hosted inside our environment, not a shared public model. For regulated industries, that distinction is a critical procurement requirement.

No add-on fees for standard enterprise requirements

SSO, SCIM, Salesforce, Microsoft 365, Open API, the immutable audit trail, and SOC 2 Type II and ISO 27001 documentation are included in every deployment. Features competitors charge as premium add-ons are standard here.

30 years of regulated-industry deployment experience

Founded in 1994 and trusted by J.P. Morgan, Bank of America, Prudential, and Deutsche Bank. Experience embedded in our implementation methodology, configuration options, and compliance support.

How pricing works

How RocketDocs is priced

Three factors drive your annual investment.

Active Team Size

Your investment scales with your dedicated response team (proposal managers, writers, security operations, DDQ teams). Occasional reviewers and SMEs are not counted.

Add-on Modules

RapidDocs (proposal generation) and RocketVault (browser extension for web-based questionnaires) are typical add-ons. You pay only for what you deploy.

Custom Configurations

Multi-affiliate setups, regional data residency, custom integrations, and dedicated support, scoped via Statement of Work.

Compare

See how RocketDocs compares

Honest, side by side. We are precise about our strengths and accurate about everyone else. Switch tabs to compare against the platform you are evaluating.

AI architecture
RocketDocs Private generative AI (Llama 3.1), hosted privately. Your data is never sent to third-party AI providers and never used to train public models.
Loopio Third-party AI ("Magic" feature). Customer data flows through external model providers.
Pricing model
RocketDocs Custom pricing tied to active team size and modules. No per-seat trap for occasional reviewers.
Loopio Per-user pricing (per seat) starting at $20,000/year for 10 seats.
Office integration
RocketDocs Native Microsoft Word and Excel through LaunchPad. Your team works where they already work.
Loopio Separate web platform. Export to Word and Excel after responses are drafted.
Compliance certifications
RocketDocs SOC 2 Type II and ISO 27001 certified. Built for regulated industries since 1994.
Loopio SOC 2 Type II and ISO 27001 certified. Equivalent baseline.
Customer base
RocketDocs 30 years of regulated-industry deployments including J.P. Morgan, Bank of America, Prudential, Deutsche Bank, Aetna, and Voya.
Loopio 1,700+ customers across multiple industries.
Implementation timeline
RocketDocs Live in 4 weeks.
Loopio Standard SaaS implementation timeline varies.

Estimate your ROI

Estimate your return on investing in RocketDocs

Use the ROI Calculator to estimate the impact a RocketDocs deployment would have for your team, including projected hours saved, capacity gained, and three-year financial impact. The calculator is free, requires no signup, and gives you a directional estimate before you schedule a demo.

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's the average hourly cost of the people working on these?

Trust and compliance

Independently certified. Rated by real users.

SOC 2 Type II Certified
ISO 27001 Certified
4.2/5 on G2

FAQ

Frequently asked questions

Why is pricing custom rather than published by tier?

Published tier pricing works well for platforms designed around a single use case and a predictable configuration. RocketDocs serves global, complex firms, multi-line-of-business banks, and multi-product enterprises where meaningful configuration differences drive real cost variation. Custom pricing is not a workaround. It is the accurate model for the buyers we serve.

How does RocketDocs pricing compare to competitors?

The most significant difference is our highly flexible model, drawn from 30 years of experience. It is designed for scaling efficiently, allowing your entire organization to contribute valuable input to your KnowledgeBase. Most of our competitors charge per seat across all users. At mid-to-large team sizes, once you include reviewers, approvers, and occasional contributors, that adds up quickly. RocketDocs prices on active response professionals only, which frequently results in lower costs. Book a Demo, and your specialist will walk through a side-by-side before the call ends.

Do you charge per seat?

No. RocketDocs pricing scales with your active response team, not with every person who logs in to review a document. Legal reviewers, compliance approvers, executives, and SMEs who participate occasionally are not counted toward your seat count. This structural difference frequently produces meaningful cost savings at scale and removes the friction of deciding who "gets a seat."

Where does your AI run? Is my data safe?

Our private AI engine, Astro, runs on a Llama 3.1 instance hosted privately inside our environment. Your data is never sent to third-party AI providers, never calls public AI APIs, and is never used to train external models. This is fundamentally different from competitor AI features that route your proprietary content through third-party LLM infrastructure. For regulated industries, that distinction is often a procurement requirement.

Do you offer multi-year contracts with discounts?

Yes. Most of our customers prefer signing multi-year agreements to benefit from price increase protections and tailored discounts.

Do you offer free trials?

In our 30 years of experience, we have seen that a basic sandbox login without your own content and workflows does not reflect what the platform actually does for your team. That is why we offer a structured evaluation program for qualified opportunities, with defined scope, your content, and measurable success criteria agreed upfront. It is a more meaningful evaluation than a free trial, offering peace of mind that RocketDocs is the right choice for you. The ROI calculator and demo are the starting points before any evaluation is scoped.

What about implementation timeline?

Most RocketDocs deployments go live in 4 weeks. Our customer success team, made up of former RFP managers and writers, leads every implementation through a structured four-phase process. Week 1, Setup and Kickoff: your tenant is ready on day one, and we align on specs and review your initial content. Week 2, Tools and Integrations: we deploy tools and optional integrations for maximum ROI. Week 3, Permissions and Content: we configure user permissions and library structure and import your content. Week 4, Customize and Test: we configure approval workflows, run your first project, and take your team live. Complex multi-affiliate or heavily customized deployments may run longer and are scoped during the demo process.

How does pricing scale as our team grows?

Adding additional dedicated response professionals scales pricing incrementally, not linearly with every login. We also tailor to requirements like separate instances for different business lines or affiliates. Users or modules can be added anytime during the service term. We cover scaling discussions during our Quarterly Business Reviews and at renewal time to ensure the platform serves your needs and growth plans.

Are there hidden fees?

No. There are no surprise fees for SSO, basic analytics, or standard integrations (Microsoft 365, Salesforce, SSO, SCIM, Open API). Any paid add-on modules are priced transparently during your discussions with our Sales team.

I am ready to start. Who do I talk to about pricing?

Book a Demo. Your specialist will be empowered to understand your needs, discuss pricing, give you a tailored ballpark before the call ends, and follow up with a proposal if you are ready to proceed.

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

Ready to talk pricing?

A 25-minute demo gives you a clear pricing ballpark, plus a real walkthrough of the platform with your industry's use case in mind.