Win more RFPs in regulated industries. Without handing your competitive intel to Big AI.
RocketDocs is the response management platform for financial services, healthcare, and enterprise tech teams. Respond to RFPs, DDQs, and security questionnaires faster, with private AI, with your data never sent to public AI providers. Trusted by companies like J.P. Morgan, Bank of America, and Prudential since 1994.
- Built for regulated industries
- SOC 2 Type II and ISO 27001 Certified
- Trusted since 1994
- 4.2/5 on G2
- 50%
- faster RFP turnaround
- 2x
- capacity per responder
- 95%
- content reuse from approved library
- 100%
- audit-ready
On G2
Recognized by users on G2
RFP Software
RFP Software- Proposal Software
RFP Software
RFP Software
RFP Software
Why teams choose RocketDocs
Built for teams that cannot afford to send the wrong answer
Regulated industries do not get to apologize for a bad RFP response. A misstated figure gets your bid disqualified. An outdated compliance disclosure ends up in front of an auditor. A copy-paste mistake from last year's questionnaire becomes next year's contractual obligation.
RocketDocs is built for teams who live with that pressure. Banks. Asset managers. Insurers. Health plans. Pharma companies. Enterprise software vendors. The teams whose responses cannot leak, cannot drift, and cannot be wrong.
How it works
From upload to fully formatted export, in three steps
Upload your document
Drop in the RFP, RFI, DDQ, or security questionnaire. RocketDocs auto-parses questions with no copy-paste required, including multi-tab Excel files where you can choose which tabs to include and where responses go.
Generate your first draft
Three layers of AI go to work in seconds. Exact-match autofill pulls approved answers from your library. Nearest neighbor search surfaces the closest matches when an exact match is not available. Our private generative AI drafts what is left, using only your knowledge base. Every AI-generated response is flagged for human review.
Review, approve, and export
Assign questions or sections to subject matter experts. Route content through structured approval gates. Export the finished document in fully formatted Word or Excel, with a complete audit trail created behind the scenes.
The platform
Private AI, Office-native workflows, and an audit trail by default
Private AI
Astro is RocketDocs' private generative AI engine. It runs inside our environment, drafts responses using only your approved knowledge base, and never sends your data to a third-party model provider. For regulated industries, this is an AI architecture built to hold up under audit.
How Astro worksLaunchPad
Your team already lives in Word and Excel. LaunchPad brings RocketDocs to both, so your team can search the library, autofill responses, and lock down formatting without ever leaving the document. Zero training. Zero re-platforming.
See LaunchPad in actionAudit trail
Every change and approval is logged. Version history is immutable. When the auditor asks who approved what and when, you have the answer in three clicks.
See compliance detailsOnce your answers reach public AI, you can't get them back.
Every RFP, DDQ, and security questionnaire you run through a public model becomes part of a system you no longer control. Your answers can train that model, shape responses for other companies, and surface in ways you'll never see. Astro, RocketDocs' private AI, never sends your data to a public AI model and never uses it for training.
Built for your industry
The same platform regulated banks use, configured for your industry
Financial Services
Banking, asset management, and insurance teams use RocketDocs to handle regulatory DDQs, vendor risk assessments, and proposal volume that scales with their business. RocketDocs supports the regulatory frameworks that financial services teams answer to: SEC, SOX, GLBA, FINRA, OCC vendor management, and more.
Learn moreHealthcare
Health plans and providers use RocketDocs to manage HIPAA-aligned questionnaires, vendor compliance reviews, and member-facing proposals. The platform supports the audit trail and access controls that healthcare data demands.
Learn moreLife Sciences
Pharma and biotech teams use RocketDocs with workflows aligned to 21 CFR Part 11 expectations: immutable audit trails, structured approvals, and full export history. The same platform regulated banks use, configured for FDA-regulated content.
Learn moreEnterprise Tech
SaaS and technology vendors use RocketDocs to respond to security questionnaires, RFPs, and customer due diligence at the volume their growth demands. SIG, CAIQ, NIST 800-171, and custom vendor questionnaires, all in one platform.
Learn moreHow we compare
How RocketDocs compares to Loopio, Responsive, and Qvidian
Looking at another response management platform? Here is what changes when you choose RocketDocs.
- Private AI vs. third-party AI: Loopio, Responsive, and Qvidian route customer data through external model providers. RocketDocs does not.
- Office-native vs. separate platform: Most competitors require your team to work in their web app and export. LaunchPad puts the platform inside Word and Excel.
- Audit trail depth: Built into every action from day one, not added later.
- Three decades of regulated-industry expertise vs. younger AI-native entrants without compliance track records.
What customers say
Trusted by the teams whose responses cannot be wrong
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.
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.
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.
FAQ
Frequently asked questions
What types of questionnaires does RocketDocs support?
RFPs, RFIs, RFx, DDQs, VSQs, VSAQ, VSA, SIG, CAIQ, NIST 800-171, HIPAA assessments, ILPA Standardized DDQs, and custom enterprise questionnaires. If it is a structured questionnaire your team has to respond to, RocketDocs supports it.
Is RocketDocs SOC 2 and ISO 27001 certified?
Yes. RocketDocs holds both SOC 2 Type II and ISO 27001 certifications. All data is encrypted at rest with AES-256. For full compliance documentation, visit our Trust Center.
How long does it take to implement RocketDocs?
Most teams go live in 4 weeks. The process includes content migration, workflow configuration, and team training. Our implementation team, made up of former RFP writers and managers, leads each implementation.
How is RocketDocs priced?
Pricing is custom and based on team size, content volume, and required modules. Most engagements start at a published minimum. Book a Demo for a tailored ballpark before the end of the call.
What about data residency?
US and EU data residency are supported. For specific residency requirements, including country-specific or regulatory-specific constraints, talk to a specialist.
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.