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RocketDocs

RFP and DDQ automation for asset managers and other highly regulated industries, powered by private AI.

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B2B CommercialFor EnterprisesAsset Management FirmsBanking & Financial ServicesIn-house Legal TeamsInsurance FirmsLaw FirmsLife Sciences & Pharma

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Our customers operate under pressure, with DDQs, RFPs, security questionnaires, and due-diligence cycles. RocketDocs is built for this reality. By combining a permission-controlled content library with private AI, it lets investment, sales, and compliance teams deliver accurate, audit-ready responses at scale. Banking, asset management, and healthcare organizations benefit from our accuracy, compliance, and data privacy are non-negotiable.

Features & Capabilities

Private AI Engine: Contains Sensitive Data
Authoring & Response: Audit Logs
Authoring & Response: Automated Response
Authoring & Response: Automated Outline Generation
Authoring & Response: In-portal Response
Authoring & Response: Multi-format RFP Import + Response (PDF, Excel, Word)
Authoring & Response: Version Control
Collaboration & Workflow: Assignment Notifications
Collaboration & Workflow: Workflow Setup
Review & Compliance: Automated Review
Knowledge & Content Management: Content Library Management
Knowledge & Content Management: Role‑based Permissions
Review & Compliance: Audit & Versioning for Regulated Industries
Review & Compliance: Automated Compliance Check
Project Tracking: Project Status
Publishing & Export: Template Libraries
Interactive AI: RFP & Content Chat
Analytics & Insights: AI Response Productivty
Integrations: CRMs
Integrations: Content Libraries

Why Choose Us

Only RocketDocs pairs private generative AI with a permission-controlled content library designed for asset managers and regulated industries. Unlike generic RFP tools, RocketDocs supports DDQs, RFIs, due-diligence questionnaires, and compliance-heavy workflows where accuracy and auditability are mandatory.

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.

How a Global Bank Scaled Proposal Generation Worldwide Using 105 RapidDocs Templates

Leading Global Bank

A global bank deployed 105 RapidDocs templates to scale proposal creation for 250+ users across 35 countries, boosting consistency, compliance, and speed while generating 7,600 branded outputs in minutes instead of hours.

Pricing Plans

Contact for Pricing

Contact for pricing

Integration Ecosystem

CRMsERP SoftwareGoogle WorkspaceMicrosoft OfficeOpen API

Security & Compliance

Certifications

  • SOC 2 Type I
  • SOC 2 Type II

Compliance

  • GDPR
  • ISO 27001:2022

Supported Languages

English

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.