RocketDocs Features
What are the features of RocketDocs?
Document Creation
- Customizability: Variables and Fields
- Template Creation and Flexibility
- Rich Media
- Online Document Creation
- PDF Creation
Workflow
- Document Builder Interface
- Collaborative Creation
- Assembly and Approval Workflows
Administration and Platform
- User, Role, and Access Management
RFP Generation
- RFX
- Questions Library
Submissions
- Knowledge Base
- Review
RFP Response
- Content Library
- Access
RocketDocs Categories on G2
Filter for Features
Document Creation
Customizability: Variables and Fields | Based on 52 RocketDocs reviews and verified by the G2 Product R&D team. Define fields to pull in dynamic information. | 80% (Based on 52 reviews) | |
Template Creation and Flexibility | Based on 43 RocketDocs reviews and verified by the G2 Product R&D team. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. | 79% (Based on 43 reviews) | |
Rich Media | Based on 31 RocketDocs reviews and verified by the G2 Product R&D team. How well the platform supports images, audio, and video in proposals. | 74% (Based on 31 reviews) | |
Online Document Creation | Based on 30 RocketDocs reviews and verified by the G2 Product R&D team. Create adaptive online documents for view via browser or mobile device. | 80% (Based on 30 reviews) | |
PDF Creation | Based on 31 RocketDocs reviews and verified by the G2 Product R&D team. Create attractive PDF versions of proposals. | 80% (Based on 31 reviews) | |
Custom Branding | Based on 28 RocketDocs reviews and verified by the G2 Product R&D team. Brand proposals and the application's portal with your company's logos and branding. | 80% (Based on 28 reviews) |
Workflow
Document Builder Interface | See feature definition | Based on 35 RocketDocs reviews and verified by the G2 Product R&D team. Easily search for and add elements to a proposal. | 80% (Based on 35 reviews) |
Collaborative Creation | Based on 31 RocketDocs reviews and verified by the G2 Product R&D team. Multiple users can edit a single document. | 78% (Based on 31 reviews) | |
Assembly and Approval Workflows | Based on 34 RocketDocs reviews and verified by the G2 Product R&D team. Automate workflows by routing documents to the correct individuals for adding content and approval. | 77% (Based on 34 reviews) |
Analytics
Reporting and Dashboards | Based on 28 RocketDocs reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards on proposal volume and acceptance. | 77% (Based on 28 reviews) |
Administration and Platform
User, Role, and Access Management | Based on 45 RocketDocs reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 83% (Based on 45 reviews) | |
Alerts and Notifications | Based on 29 RocketDocs reviews and verified by the G2 Product R&D team. Program in-app and email notifications for approval milestones or actions. | 76% (Based on 29 reviews) | |
CRM Integration | Based on 20 RocketDocs reviews and verified by the G2 Product R&D team. Push and pull data from CRM to build proposals and update statuses with clients. | 78% (Based on 20 reviews) | |
CPQ Integration | Push and pull data from quote applications to build proposals. | Not enough data | |
API / Integrations | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. This feature was mentioned in 10 RocketDocs reviews. | 80% (Based on 10 reviews) |
RFP Generation
Templates | Based on 26 RocketDocs reviews. Provide standard templates for different types of RFPs | 82% (Based on 26 reviews) | |
RFX | Support other types of requests such as RFB/RFI/RFQ 31 reviewers of RocketDocs have provided feedback on this feature. | 81% (Based on 31 reviews) | |
Versioning | Track versions of RFP documents and related changes This feature was mentioned in 28 RocketDocs reviews. | 76% (Based on 28 reviews) | |
Questions Library | Based on 47 RocketDocs reviews. Maintain a library of questions that can be reused | 88% (Based on 47 reviews) |
Submissions
Collaboration | Allow multiple users to collaborate on submissions This feature was mentioned in 26 RocketDocs reviews. | 83% (Based on 26 reviews) | |
Knowledge Base | As reported in 40 RocketDocs reviews. Maintain a repository or library of content and documents that can be reused | 88% (Based on 40 reviews) | |
Review | As reported in 32 RocketDocs reviews. RFPs can be reviewed by managers before submission | 83% (Based on 32 reviews) | |
Reporting | Create real-time reports to compare data trends across processes, RFPs, vendors or profiles 15 reviewers of RocketDocs have provided feedback on this feature. | 69% (Based on 15 reviews) |
Data Sources
Software | Integrate with software such as ERP or CRM to use data for document generation | Not enough data | |
Documents | Ability to generate new documents using other documents in multiple formats | Not enough data |
Generation
Templates | Include templates for various types of documents such as invoices or quotes | Not enough data | |
Automation | Automate document generation based on customizable rules | Not enough data | |
Branding | Allow users to personalize documents for branding purposes | Not enough data |
Delivery
Workflow | Define and manage workflows for document distribution | Not enough data | |
Schedule | Create a schedule to deliver documents at predefined times | Not enough data |
RFP Response
Project Management | Tracks the progress of any RFP in real time and set milestones to improve efficiency This feature was mentioned in 29 RocketDocs reviews. | 83% (Based on 29 reviews) | |
Content Library | Updates, organizes, and stores content of a project This feature was mentioned in 50 RocketDocs reviews. | 87% (Based on 50 reviews) | |
Access | Assign users, roles, and manage access in order to set tasks and leave comments This feature was mentioned in 37 RocketDocs reviews. | 84% (Based on 37 reviews) | |
Automation | Automate repetitive and manual tasks, such as auto-filling answers and auto-responses 16 reviewers of RocketDocs have provided feedback on this feature. | 71% (Based on 16 reviews) | |
Export | Export files or spreadsheets with the ability to format and accomidate images This feature was mentioned in 21 RocketDocs reviews. | 76% (Based on 21 reviews) | |
Import | Upload files or spreadsheets from multiple sources 20 reviewers of RocketDocs have provided feedback on this feature. | 72% (Based on 20 reviews) |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data |
Agentic AI - RFP
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data |
Agentic AI - Salesforce AppExchange Apps
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Document Generation
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data |
