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RocketDocs

RFP, DDQ and security questionnaire automation for regulated industries, powered by private AI

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For EnterprisesAsset Management FirmsBanking & Financial ServicesInsurance FirmsHealthcare & PharmaceuticalsSoftware & TechnologyFor Microsoft-Native Shops

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In regulated industries, every answer that leaves the building has to trace back to approved content and a named approver. RocketDocs is a response management platform for RFPs, DDQs, security questionnaires and sales proposals, built around a governed content library, approval workflows and an audit trail on every action. Teams work in the web app or directly inside Word, Excel and Teams.

Features & Capabilities

Private AI Engine: Contains Sensitive Data
Authoring & Response: Audit Logs
Authoring & Response: Automated Response
Authoring & Response: In-portal Response
Collaboration & Workflow: Workflow Setup
Knowledge & Content Management: Content Library Management
Knowledge & Content Management: Role‑based Permissions
Review & Compliance: Audit & Versioning for Regulated Industries
Project Tracking: Project Status
Publishing & Export: Template Libraries
Integrations: CRMs
Automation & Response: In-document Response
Authoring & Response: Response Assignments (not automated)
Publishing & Export: Template Format Options

Why Choose Us

RocketDocs answers in three layers, including exact-match autofill from approved content first, then nearest-neighbour matching, then generative drafting from Astro, its privately hosted AI, with every AI answer flagged for human review. Each customer gets a dedicated document store. Multi-affiliate libraries and RapidDocs template generation suit asset managers and banks running several entities or high proposal volume.

Customer Reviews & Ratings

No reviews available.

Success Stories

Boosting Productivity by 65%: How Lord Abbett Streamlined DDQ and Content Management With RocketDocs

Lord Abbett

Lord Abbett increased productivity by 65% after partnering with RocketDocs to modernize DDQ and content workflows, eliminate redundancies, and ensure their knowledge base stayed accurate, compliant, and up to date.

Streamlining RFPs: How Brown Advisory Cut Proposal Time and Improved Compliance With PMAPS + Salesforce

Brown Advisory

Brown Advisory modernized its manual RFP process with PMAPS and a Salesforce integration, improving accuracy, compliance, tracking, and cutting proposal time by 75% through structured content and SME-driven workflows.

How SAP Tripled Proposal Speed With Automated Self-Service Using ResponseFull and RapidDocs

SAP

SAP accelerated proposal creation from 4–6 hours to 10–15 minutes by deploying a self-service platform built on ResponseFull and RapidDocs, ensuring compliant, up-to-date content while freeing sales teams to focus on new opportunities.

National MI cuts RFI turnaround from 10 days to 3

National MI

National MI handles several hundred vendor due-diligence RFIs a year. With autofill and Salesforce integration, turnaround fell from 10+ days to 3–4, and RFI efficiency rose 65%.

American Century takes on 42% more work without adding headcount

American Century Investments

A customer since 2009, American Century grew proposal volume 42% between 2020 and 2024 with no new hires, using RapidDocs and Salesforce integration.

Q2 cuts answer draft time from 30 minutes to one

Q2

Q2 answers 130,000–160,000 questions a year across around 865 projects. With Astro, the Word/Excel add-in, Salesforce and Teams, draft time per answer fell from 30 minutes to as little as one.

Pricing Plans

Plans starting at $18,500/year

$18,500/year (starting price)

  • Starter tier, typically 5–10 core users
  • Unlimited SMEs, no per-seat charge
  • Unlimited content library
  • Astro private AI
  • Custom workflows and approvals with audit trail
  • SSO/SAML/SCIM included
Pro

Contact for pricing

  • Typically 10–30 core users
  • RapidDocs template generation
  • RocketVault browser extension
  • Premium support with quarterly business reviews
Enterprise

Contact for pricing

  • 30+ core users
  • Multi-affiliate libraries
  • Custom integrations
  • Advanced analytics and custom reporting
  • Regional data residency options
  • Dedicated customer success manager

Integration Ecosystem

Google WorkspaceOpen APIMicrosoft 365Microsoft TeamsMicrosoft SharePointMicrosoft OneDriveSalesforceOktaMicrosoft Entra IDGoogle Workspace SSOSAML-based SSO

Security & Compliance

Certifications

  • SOC 2 Type II
  • ISO 27001
  • External penetration testing

Compliance

  • GDPR Compliant
  • CCPA
  • Zero External AI Training
  • SSO (SAML 2.0)
  • US or EU Hosting Options
  • HIPAA BAA available on request

Supported Languages

English

Related Content

Frequently Asked Questions

Can I request a live demo of RocketDocs before purchasing?

Yes. You can schedule a demo via their website to explore how the platform works in your response and proposal workflows.


What types of documents can RocketDocs automate?

The platform supports RFPs, RFIs, RFxs, DDQs and sales proposals—automating drafting, content management and workflows across these document types.


How secure is my data in RocketDocs?

RocketDocs holds SOC 2 and ISO 27001 certifications, and explicitly states that its private AI engine keeps your data wholly contained within their secure infrastructure.


Does RocketDocs use public AI models that train on my data?

No. RocketDocs uses a 100% private generative AI engine built on your own knowledge base, ensuring your data never feeds external models.


How does RocketDocs help reduce response time?

By combining your company’s content library with AI-driven auto-fill of unanswered questions and streamlined workflows, RocketDocs delivers first drafts of complex response documents within minutes rather than days.


Is RocketDocs suitable for asset managers with frequent DDQs and investor reviews?

Yes. RocketDocs supports and is built specifically for DDQs, RFIs, and due-diligence questionnaires common in asset management.


Does RocketDocs support strict compliance environments like banking and healthcare?

Yes. Its private AI engine and permission-controlled content library support teams working under regulated conditions.


Can RocketDocs help manage recurring DDQs from institutional investors?

Yes. The content library and workflow tools streamline recurring updates.