RocketDocs Overview

This is a summary of the comprehensive capabilities and benefits of RocketDocs based on over 551 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

RocketDocs, XaitPorter, Privia, Upland Qvidian, Loopio RFP, etc., all belong to a category of solutions that help Proposal Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Do you need to check if RocketDocs is right for your needs? Our Cuspera AI engine can evaluate how RocketDocs fits your specific business needs, industry, and context. Get your personalized assessment report today.

RocketDocs supports business activities such as:

  • Proposal & Quote Management
  • Content Management
  • Workflow Management
  • Training & Onboarding
  • Advertisement

RocketDocs can help you with many business goals, such as Increase Sales & Revenue, Scale Best Practices, Improve ROI, Improve Consistency, Build Brand Awareness, etc. It can help manage these activities if you use Mobile and Mobile App for these needs. As a solution, RocketDocs's capabilities include Personalization, Templates, Recording, etc.

RocketDocs Insurance Vertical is its biggest customer base.

Reviews

"...Content is easy to update and proposals are organized...." Peer review by Kim D

Cuspera Reviews

10 buyers and buying teams have used Cuspera to assess how well RocketDocs solved their Proposal Management needs. Cuspera uses 551 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Proposal Management needs.

Business Priorities

Increase Sales & Revenue and Scale Best Practices are the most popular business priorities peers achieved using RocketDocs.

Other priorities:

  • Improve ROI
  • Improve Consistency
  • Build Brand Awareness
  • Establish Thought Leadership
  • Enter New Markets Internationally Or Locally
See all business priorities See less business priorities

Use Cases

Peers recommend Proposal & Quote Management , Content Management , Workflow Management , as the business use cases that they have been most satisfied while using RocketDocs.

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Proposal & Quote Management

4.86/5 ★

Read Reviews (56)

"...Content is easy to update and proposals are organized...."
Content Management

4.94/5 ★

Read Reviews (44)

"...Our team of writers was storing language in word documents on a shared drive...."
content publishing

4.66/5 ★

Read Reviews (9)

"...Bulk Content Uploads. ..."
content curation

4.46/5 ★

Read Reviews (5)

"...RapidDocs, our mobile sales engine lets you pull content and create whatever document you need whenever and wherever you need it. ..."
searching for content

4.32/5 ★

Read Reviews (4)

"...Content Search Finding relevant, complaint content has never been easier...."
content sharing

4.16/5 ★

Read Reviews (2)

"...Our team of writers was storing language in word documents on a shared drive...."
Workflow Management with Mobile

4.49/5 ★

Read Reviews (25)

"...We ve thought of everything when it comes to our platform s tools and features including scalability, personalization and workflow...." RFP Plus RocketDocs
PEER EXPERIENCES
Proposal & Quote Management

4.86/5 ★

Read Reviews (56)

"...Content is easy to update and proposals are organized...." Peer review by Kim D
Content Management

4.94/5 ★

Read Reviews (44)

"...Our team of writers was storing language in word documents on a shared drive...." Peer review by User
content publishing

4.94/5 ★

Read Reviews (9)

content curation

4.94/5 ★

Read Reviews (5)

searching for content

4.94/5 ★

Read Reviews (4)

content sharing

4.94/5 ★

Read Reviews (2)

Workflow Management with Mobile

4.49/5 ★

Read Reviews (25)

"...We ve thought of everything when it comes to our platform s tools and features including scalability, personalization and workflow...." RFP Plus RocketDocs

17+ more Business Use Cases

Our AI advisor, Wyz, harnessed 551 insights from peers and experts to help you assess how these RocketDocs use cases fit your Proposal Management needs.

Based on peer insights

Cuspera recommends RocketDocs for

Use Cases Proposal & Quote Management , Content Management , Workflow Management
Medium Mobile, Mobile App
Features Personalization, Templates, Recording
Business Priorities Increase Sales & Revenue, Scale Best Practices, Improve ROI
Industries Insurance, Retail, Hospital & Health Care

Frequently Asked Questions(FAQ)

for RocketDocs

What is RocketDocs?

RocketDocs is an integrated sales enablement platform that helps clients of all sizes and industries succeed by moving at the speed of sales, with the power of productivity.

What is RocketDocs used for?

RocketDocs is a Proposal Management Software mainly used by its customers to Increase Sales & Revenue and Scale Best Practices by Proposal & Quote Management, Content Management and Workflow Management .

What are the top features of RocketDocs?

Personalization, Templates and Recording are some of the top features of RocketDocs.

Who uses RocketDocs?

RocketDocs is used by Insurance, Retail and Hospital & Health Care among other industries.

What are RocketDocs alternatives?

XaitPorter, Privia, Upland Qvidian and Loopio RFP are popular alternatives for RocketDocs.

Where is RocketDocs located?

RocketDocs is headquartered at 4539 Metropolitan Ct., Frederick, Maryland 21704, US.

Popular Business Setting

for RocketDocs

Top Industries

  • Insurance
  • Retail
  • Hospital & Health Care

Popular in

  • Large Enterprise
  • Mid Market
  • Enterprise

Peers used RocketDocs to Increase sales & revenue and Scale best practices

Peer and Expert Opinion on Features

for RocketDocs

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Personalization

4.30/5 ★

Read Reviews (23)
Templates

3.97/5 ★

Read Reviews (12)
Recording

3.04/5 ★

Read Reviews (10)
Dashboard

2.54/5 ★

Read Reviews (9)
FEATURES RATINGS AND REVIEWS
Personalization

4.30/5 ★

Read Reviews (23)
Templates

3.97/5 ★

Read Reviews (12)
Recording

3.04/5 ★

Read Reviews (10)
Dashboard

2.54/5 ★

Read Reviews (9)

IT and Other Capabilities

for RocketDocs

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.05/5 ★

Read Reviews (43)
Data Export

3.43/5 ★

Read Reviews (37)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.05/5 ★

Read Reviews (43)
Data Export

3.43/5 ★

Read Reviews (37)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.39/5 ★

Read Reviews (69)
Email Support

2.78/5 ★

Read Reviews (2)
Chat Support

2.78/5 ★

Read Reviews (2)
Phone Support

2.78/5 ★

Read Reviews (2)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.39/5 ★

Read Reviews (69)
Email Support

2.78/5 ★

Read Reviews (2)
Chat Support

2.78/5 ★

Read Reviews (2)
Phone Support

2.78/5 ★

Read Reviews (2)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

4.65/5 ★

Read Reviews (10)
Analytics

4.00/5 ★

Read Reviews (19)
Custom Reports

3.99/5 ★

Read Reviews (53)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

4.65/5 ★

Read Reviews (10)
Analytics

4.00/5 ★

Read Reviews (19)
Custom Reports

3.99/5 ★

Read Reviews (53)

Software Failure Risk Guidance

?

for RocketDocs

Overall Risk Meter

Low Medium High

Top Failure Risks for RocketDocs

Vendor Profile Details

Company Name

RocketDocs

Company Website

https://rocketdocs.com/

HQ Location

4539 Metropolitan Ct., Frederick, Maryland 21704, US

Employees

11-50

Social

Financials

NA