RocketDocs releases its enhancements monthly on the third Tuesday of every month. The maintenance window is between 8 pm and 11 pm Eastern time. During this time you may experience some irregularities in your site and brief disruptions in service.

Content

• Auto Initiated Review Emails for Content Expiring on a Single Day Will Now Be Grouped in a Single Email – Auto initiated content review notifications for content expiring on the same day will now be grouped into a single email, regardless of batch settings, to cut down on email traffic and make it easier to manage expiring content. 
  

Projects

• Ability to Pull Proposals into Custom Templates – Users can now pull their proposal document into their custom templates as part of the document upload process.

• Parse and Autofill Side Drawer Enhancements – We have updated the parse and autofill side drawers to make them more intuitive and user friendly.

• Ability to Filter Questions Table in Projects Module – Users can now filter on the questions table in the project module, to make questions easier to organize and manage. The export functionality will respect the filters in place and export filtered questions only.

• Ability to Replace Project Placeholder Values Upon Insert – Users can now view project placeholder values prior to publishing the project to include these values as part of the project review process.

• Historical Project Search – Users will now be able to search through historical project documents. Please contact your Customer Success Manager to enable this feature in your tenant.

Administration

• Bulk Update Word Files Will Now Contain the Tenant’s Custom Styles – Word import and update files will now include each tenant’s custom styles for easier content management.

Usability

• Separate Month and Year Scrolls – We have separated the month and year scrolls to make it easier to select a date that is far in the future or in the past.

RapidDocs

• Dates Will Now Take on the Preferred Format of the Logged In User – Dates in RapidDocs proposals will now show in the logged in user’s preferred format, US or EU.

Google Workspace

RocketDocs now integrates with Google Docs and Google Sheets for uploading content and projects. Please reach out to your Customer Success Manager to enable this functionality in your tenant. Available August 20th in beta.

Newly Released

Our Approach to Generative AI for Private Data

For customers wanting to make the most of their private data, at RocketDocs our next generation Generative AI will offer a secure in-house solution.  It doesn’t make calls outside our system to third parties, so your data never leaves our environment.  This means RocketDocs can answer more questions for you without the unnecessary additional risk of sharing your data with third party systems, like ChatGPT. ​

• It is private, using only your data​
• Generates answers by stitching together a response based on facts contained in your content library
• Nothing leaves our servers​
• Leaves fewer blanks when prepopulating responses​
• Generated responses are highlighted for human review and once approved are by available for future use
• Unlike third party general models, ours will enable uncensored, fine-tuned models​

Two Layers of AI are Better than One.

Two layers of AI. One generative, one non. This gives you the ability to have appropriate safeguards to minimize the chances of “hallucinations” accidentally making it into materials. The non-generative AI will always be run first, this AI will always pick directly from a preapproved subset of content library responses. With information from your library always being pulled first, our generative AI will not have the chance to create a backlog of duplicate responses, which is a problem many companies that use Generative AI will face.​

Once the non-generative AI work is finished, the generative AI can be invoked to help to respond to remaining questions. The answers filled in by the generative AI are purposely treated as drafts and highlighted for the writer, until they have been reviewed and approved by a human. Once approved, the newly created responses become part of the RocketDocs libraires, to be available for use by the non-generative AI. This helps to ensure that reviewed and approved content always receives priority, before the generative AI is used.​

By integrating these AI tools and features into RocketDocs, you can streamline the response management process, improve the quality of responses, and increase your organization’s overall success, accuracy and efficiency.

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