Private & Compliant AI

Generative AI For Regulated Companies

Power you entire sales process with your own AI, on your own server, so your team can safely manage your knowledge, documents, questionaires, proposals and more.

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Upload your RFP document
Parse Report
AI gets you a first draft in minutes
LaunchPad Interface
Work directly in Word or Excel to add final touches

Proven to Meet the Toughest Compliance Standards

4.2/5 ⭐️

“RocketDocs is easy to use and helps to manage security questionnaires faster. I like the customer support team that helped us a lot, to take prompt action, to resolve problems very quickly.”

G2 Reviewer

“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.”

Annie Reed RFP Manager at American Century Investments (or RFP manager, Leading Global Bank)

“RocketDocs allows us to have a true knowledgebase of information to reference for RFP responses. We have also been able to utilize the tracking system for all proposals, in order to have one repository of all proposal/RFP information.”

G2 Reviewer

Meet the Only AI That’s Safe to Use in Regulated Industries

RocketDocs streamlines knowledge management, response processes, sales proposals, and collateral.

Microsoft Integration

Let RocketDocs AI solve your proposal problems.

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Drafts in minutes (not hours!), winning proposals in hours (not days!).

A few button clicks leads to a proposal draft, prioritizing your approved content and letting generative AI filling the gaps while using your information only.

Parse Report

Let us do the drafting for you! Step in for the finishing touches and get home by 5 every day!

Our three-layered AI approach delivers accurate answers through exact matching, context-aware similarity search, and secure generative AI using only your private knowledge base only. Eliminate the risk of your responses getting tainted by external information, diminishing trust in your responses and diluting your value proposition.

LaunchPad Interface

Once the draft is complete, the writer can step in to, do what they do best, review and refine to ensure that the submission addresses all the prospects points in a way that puts you in the best position to win!

With our automatic review initiation and custom approval workflows there is no more wondering whether a response is accurate, up-to-date, or okay to use. Our simple color coding conveys this information at a glance.

State of the art AI with world class security.

Working directly in Word/Excel, reduce the time to value and eliminate formatting surprises in pre submission exports.

Our LaunchPad allows users to have their knowledge base at their fingertips when working in Word/Excel, along with tools like assign to SME, create content, and suggest an edit, every team member can contribute to improving your knowledgebase and streamlining your process.

Our content and project templating capabilities combined with working directly in Word/Excel enables users to see their proposals get created in real time, while ensuring that brand consistency is maintained.

Empower your teams with Astro, our generative AI chatbot, available directly in RocketDocs and Microsoft Teams. Enable your users to self-serve using Astro with access only to information that they have been permissioned to see.

Version controls allow users to revert versions with a click of a button, ensuring that no information is ever lost. Every action in the RocketDocs platform is tracked in our comprehensive audit trails and available on the item in question (content record or project) as well as in global audit reports.

Our extensive version tracking and audit trails track all actions in the platform and allow you to stay audit ready at all times.

Multi-tab Excel spreadsheets are no match for RocketDocs. Like other questionnaires, these can be ready for your review within minutes while allowing you to choose tabs for completion, determine response placement, and filters for each topic area or tab.

Choosing which tabs to include and where to place responses ensures that your proposals are done correctly the first time around, with no need for redo’s.

Our approval workflows can be customized to support your processes today and as your organization evolves over time. Allowing for individual, role, and group assignments combined with ability to define what actions can be performed in each step, RocketDocs ensures that everything undergoes the appropriate reviews without the need for time consuming human oversight and management.

With bulk actions, you are never forced to perform actions one-by-one. Whether it is SME assignments, question completion, or autofill, RocketDocs gives you the ability to complete proposals with the fewest clicks possible.

RocketDocs’ approach of proposal automation, combined with always keeping a human in the loop, ensures that proposals are completed as efficiently as possible while never compromising compliance.

Let us do the heavy lifting, with our logic driven proposal drafting, which eliminates pain points like outdated responses, inconsistencies, and formatting.

Securing the Most Sensitive Information with Confidence

21 CFR Part 11–friendly workflows
Version-controlled content libraries
Structured approval flows
Immutable change logs
Full export history for audit readiness
SOC II compliant
ISO27001 compliant

Why RocketDocs is the Trusted Choice for Compliant Teams

Feature Us Others
Fully Private AI with No 3rd Party Integrations
Native Microsoft 365 Integration
Store Fully Formatted Word/PowerPoint as Records
Audit-Ready Version History
Structured Approvals & Review Flows
Customizable Workflows
Editable, Fully Compliant Exports

Frequently Asked Questions

How does RocketDocs ensure compliance with FDA regulations?

RocketDocs is built with 21 CFR Part 11 compliance in mind. We provide immutable audit trails, version-controlled content libraries, structured approval workflows, and full export history for audit preparation. All changes are logged and traceable, ensuring you can demonstrate compliance during FDA inspections.

Can I work directly in Microsoft Word and Excel?

Yes! Our LaunchPad integration allows you to edit, assign, and approve documents directly in Word and Excel. You can search, complete, or assign questions without leaving your familiar Microsoft environment. We maintain all formatting, structure, and styles when exporting native, fully editable Word files.

How does your AI handle sensitive Life Sciences content?

Our AI operates on a fully private infrastructure with no third-party integrations. We use a three-layered approach: exact matching, context-aware similarity search, and secure generative AI that only accesses your private knowledge base. Your data never leaves your secure environment.

What happens to our existing RFP content and templates?

You can import your existing RFP content, templates, and knowledge base into RocketDocs. Our system will organize and index your content, making it searchable and reusable. With each approval, your content library grows smarter, making future RFPs faster and more accurate.

How long does implementation typically take?

Most teams are up and running within 2-4 weeks. The process includes importing your existing content, setting up approval workflows, and training your team on the LaunchPad integration. Our team provides hands-on support throughout the implementation process.

Can we maintain our existing approval processes?

Absolutely. RocketDocs is designed to work with your existing approval chains and workflows. You can assign sections for SME input, route content for review, and lock down final documents — all while maintaining your current approval structure and adding comprehensive audit trails.

How do you help teams manage proposals in your solution?

Along with having one source of truth for your content, our RFP software also enables success with the following solution features:

  • AI-driven, first draft in minutes
  • Customizable project workflows
  • Automated SME notifications
  • Available audit trails and version control

What should I look for in a response management solution?

When choosing RFP software, you want a solution that provides white-glove customer service along with a support portal. This is important to your success in using any new platform. A few other features you want in RFP software include:

  • An intuitive content library structure
  • Project workflows and project tracking
  • Private Generative AI to ensure data security
  • Autofill AI to have a first draft in minutes
  • Audit trails and version history
  • Ability to save appendices such as images, diagrams, charts, and more
  • The ability to work natively in Word or Excel
  • Coauthoring/collaboration tools
  • CRM integrations

What types of repetitive questionnaires does RocketDocs support?

RocketDocs can help with responding to RFPs, RFIs, RFxs, DDQs, VSQs, VSAQ, VSA, SIG, CAIQ, NIST 800-171, and HIPAA, to name a few.

🚀 Book Your RocketDocs Demo

Streamline your responses and proposals with secure, accurate, and scalable solutions designed for success.

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