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Solutions

Response management solutions for regulated industries

Whether your team responds to RFPs, manages security questionnaires, completes due diligence reviews, or generates proactive sales proposals, RocketDocs centralizes the workflow, governs the content, and keeps your data out of public AI models.

Trusted by leaders in regulated industries

J.P. Morgan logo
Bank of America logo
Prudential logo
Deutsche Bank logo
Aetna logo
Voya logo
Securitas logo
HSA Bank logo
Tufts Health Plan logo

One platform

One platform. Every response type.

Most teams use separate tools for RFPs, security questionnaires, and DDQs. Templates here, content there, approvals over there. The result is duplicated content, drift between systems, and a compliance team that cannot get a clean audit trail across the full picture. RocketDocs is the single platform that handles every response type. One content library shared across RFPs, DDQs, security questionnaires, and proposals. One workflow engine. One audit trail. One source of truth. One implementation.

50%
faster RFP turnaround
2x
capacity per responder
95%
content reuse from approved library
100%
audit-ready

Why RocketDocs

Why teams choose RocketDocs over generic platforms

  • Private AI keeps your data out of public AI models, every time
  • Office-native workflows mean zero re-training for your team
  • Audit trail and version history are built into every action
  • SOC 2 Type II and ISO 27001 certifications meet enterprise procurement requirements
  • Three decades of regulated-industry experience, not three years of AI-native learning
  • One platform handles all four use cases, with one content library and one source of truth

What customers say

Trusted by the teams whose responses cannot be wrong

4.2/5 on G2
Our project load has consistently increased year over year for many years. I tie our ability to keep meeting that, without hiring more people, to RocketDocs.
Annie ReddRFP Manager, American Century Investments
Things that could have taken a half an hour can now take possibly a minute. It is absolutely a massive time saver in keeping hundreds and hundreds of answers ready to go for us to use.
Phil MarionSenior Manager, Sales Advancement, Q2
Not only are sales representatives creating better proposals, but they’re also doing it in a fraction of the time it used to take, which frees them up to spend more time in front of customers or to pursue more sales opportunities.
Jamie NinnemanLead, Global Bid and Proposal Management Team, SAP

FAQ

Frequently asked questions

Does RocketDocs handle RFPs, DDQs, and security questionnaires differently?

They share one content library but not one workflow. RFPs run through proposal-style collaboration and formatting. DDQs are built around recurring cycles, so last year's approved answers refresh rather than restart. Security questionnaires add multi-tab Excel handling and section routing to security, IT, and legal. Content approved once is available to all three.

Can I use RocketDocs for all four use cases at the same time?

Yes. The platform is designed for it. Most customers start with one primary use case (often RFPs or security questionnaires) and expand to others over time. The shared content library means content approved for one use case is available across all four.

Do I need separate licenses for each use case?

No. RocketDocs licenses cover all four use cases. Pricing is based on team size, content volume, and required modules, not on how many use cases you run.

Which use case should we start with?

Start with the use case that has the most volume and causes the most pain. For most regulated companies, that is either RFPs (for sales-led organizations) or security questionnaires (for SaaS and technology vendors). For asset managers and financial services teams, it is often RFPs or DDQs. Talk to a specialist to map your team's priorities.

Will the platform work for our specific industry?

RocketDocs is purpose-built for regulated industries: financial services, healthcare, life sciences, and enterprise tech. Our customers include J.P. Morgan, Bank of America, Prudential, Deutsche Bank, Aetna, and others. If your team operates under SOC 2, ISO 27001, HIPAA, 21 CFR Part 11, GDPR, or similar frameworks, RocketDocs is built for the way you work.

How long does implementation take across multiple use cases?

Most teams go live with their primary use case in 4 weeks. Adding additional use cases is faster because the content library, workflows, and team training are already in place. Most multi-use-case deployments are fully live within three months.

See what RocketDocs does with your hardest RFP.

Book a 25-minute demo built around your workflows, your industry, and your real use cases. We'll show you the platform, take your team's questions, and give you a straight pricing ballpark before the call ends. No drawn-out sales cycle, no mystery quote.