Case Studies
Customer case studies
How regulated companies win with RocketDocs. Real deployments from banks, asset managers, health plans, and software vendors responding to RFPs, DDQs, and security questionnaires under the highest compliance bar.
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Featured customer stories
Enterprise Tech
How SAP cut proposal creation from hours to minutes
SAP’s Global Bid and Proposal Management Team built a self-service platform on RocketDocs. Using the content library and RapidDocs, sales reps now generate compliant, on-brand proposals in 10 to 15 minutes, work that used to take 4 to 6 hours and required waiting on the proposal team.
Read the case studyFinancial Services
How National MI cut RFI turnaround from 10 days to 3
National MI’s sales support team handles several hundred vendor due diligence RFIs a year, some that once took more than 10 days. With RocketDocs autofill, a centralized content library, and a Salesforce integration, those RFIs now turn around in 3 to 4 days, and the team’s RFI efficiency is up 65 percent.
Read the case studyAsset Management
How American Century took on 42% more work without adding headcount
American Century Investments has partnered with RocketDocs since 2009. As proposal volume climbed 42 percent between 2020 and 2024, the team absorbed the growth without hiring, using a centralized content library, RapidDocs, and a Salesforce integration to keep responses fast, accurate, and compliant.
Read the case studyFinancial Services
How Q2 cut answer draft time from 30 minutes to one
Q2’s team handles between 130,000 and 160,000 questions a year across roughly 865 RFP, RFI, and DDQ projects. With RocketDocs as a centralized, searchable content library, plus Astro for AI response generation, LaunchPad in Word and Excel, as well as Salesforce and Teams integrations, answers that once took half an hour now take as little as a minute.
Read the case studyAsset Management
How Brown Advisory cut proposal time by 75%
Brown Advisory used to build RFPs by hand in Word, spending an average of 28 hours on each one. After moving to RocketDocs with a structured content library, SME review workflows, and a Salesforce integration, the firm cut proposal time by 75 percent while improving accuracy, compliance, and reporting.
Read the case studyBanking
How a global bank generated 7,600 proposals with RocketDocs
A multinational bank standardized its proposal process on RocketDocs across 35 countries. With 105 RapidDocs templates built on a single content library, more than 250 users generated 7,600 proposals over a 15-year partnership, with branded output and compliance built into every one.
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