Join us for a practical session to gain new skills and a deeper understanding of time-saving techniques that will help your team with productivity. Topics include search operators, global attribute changes, attribute groups, and placeholders.

Improve your team’s experience in RocketDocs 2.0 by implementing our recommended best practices. Learn how an effective taxonomy and clear processes can impact your efficiency. Topics include Microsoft Word styles, attribute structures, basic reports, and content management recommendations.

Discover how to customize your workflows and drive efficiency to reduce proposal production cycles. Topics covered include content and project types, workflow permissions, and recommended initial setup.

Proposal teams constantly spend time and effort building and managing their content databases. Make sure everyone in your organization has access to your latest compliant content by adding read-only licenses! Read-only licenses allow you to grant access to your content records based on the topic areas you want to share with other groups within your company. This webinar will cover some of the use cases for read-only access, and we will walk you through the functionality differences.

Does your team spend countless hours answering recurring questionnaires? If so, you could be leveraging our Refresh function. What used to take days to revise and update can now be refreshed in minutes. Join us for this webinar to learn how to take advantage of refreshing your recurring documents.

The innovative sales enablement tools available through RapidDocs can help your team save time on generating all sorts of compliant, branded documents for customers and prospects. Field users can log in and select from a list of customized options to create proposals, quotes, and any other recurring document. Rest assured that your sales team is using your approved, compliant content to put together consistent and branded documents. Join this session to learn how to build a RapidDoc template and generate documents in a flash!

RocketDocs works with MS Word styles to help you save time on formatting your documents. If you would like to dive into the world of Word styles join us for this session and learn how to build a style guide, apply styles to your content records, and leverage this functionality to make your proposal formatting more efficient.