Banking
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.
- Industry
- Banking
- Company size
- 10,000+
- Headquarters
- Frankfurt, Germany
- 7,600
- proposals over 15 years
- 35
- countries
- ~5 min
- for a complex pricing proposal
The challenge
The bank needed a high-performance platform that could scale across 35 countries, support hundreds of users, manage an immense content database, and produce high-quality, branded pricing proposals on demand. Security, compliance, and role-based access were not nice-to-haves. The solution had to exceed the bank’s standards, not just meet them.
The solution
The team built 105 RapidDocs templates covering every scenario and line of business, drawing on a single content library of company information, financial products, and pricing. A permission-based, pre-approved picklist of content records kept quality consistent, and users could export to Word, PowerPoint, or PDF. Over a 15-year partnership, the bank generated over 7,600 RapidDocs this way.
The results
Proposals that used to take hours now take minutes. Even complex pricing proposals come together in about five minutes. One centralized content library kept pricing current, cut errors and inconsistencies, and the customized templates held efficiency, consistency, and compliance steady across every market the bank operates in.
Generating a pricing proposal, even for very complex pricing, with RapidDocs, takes 5 minutes.
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See what RocketDocs does with your hardest RFP.
A global bank gave hundreds of users in dozens of countries a fast, consistent, compliant way to build proposals. See what RocketDocs can do for your team.