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78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

RocketDocs logo
Proposal Software

4.3 165 user ratings

View Details

81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Privia logo
Proposal Software

4.2 43 user ratings

View Details

Overview

Description 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. The platform of solutions makes it easier than ever to create and respond to RFPs, RFIs, and questionnaires, as well as assemble and configure proposals, contracts, and sales collateral. They know each company operates uniquely, which is why they made sure you can create custom workflows that adapt to your processes and workflows, not the other way around. You don’t have to change every detail of how you operate. Let us conform to you. Read more Privia Web delivers browser access and a revolutionary new review team feedback loop designed for on-the-go and virtual teams, as well as other efficiency-driving enhancements. Use templates and workflow to quickly deploy a team workspace and standardize your process, all with the click of a button. Know who is publishing documents and who is finished reviewing and head-off bottlenecks before they become delays. Review and come to a consensus together synchronously or asynchronously. Prioritize and save more time for quality revisions. Read more
Pricing Options
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Not Available
  • Offers Custom plan.
SW Score & Breakdown

78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    83%
  • Reviews
    77%
  • Momentum
    62%
  • Popularity
    76%

81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    89%
  • Reviews
    78%
  • Momentum
    62%
  • Popularity
    78%

Features

Total Features
7 Features
9 Features
Common Features for All
    Access Control Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role
    Alert Notifications Alerts the user when predefined criteria is met
    Approval Workflow Allows to route the documents to one or multiple people for seeking their approval
    CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management
    Collaborative Editing Invite individuals or team to co-edit the documents, pictures in real-time
    Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
    Customer Pipeline Helps to manage sales and business prospects and boosting them down the sales funnel
    Document Audit Trail Tracks the document signature history and timestamp for legal attestation
    Document Library Central repository to manage your assets like Images, PDF files, etc.,
  • + 4 More - Show Less
    • Access Control Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role
      Alert Notifications Alerts the user when predefined criteria is met
      Approval Workflow Allows to route the documents to one or multiple people for seeking their approval
      CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management
      Collaborative Editing Invite individuals or team to co-edit the documents, pictures in real-time
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Pipeline Helps to manage sales and business prospects and boosting them down the sales funnel
      Document Audit Trail Tracks the document signature history and timestamp for legal attestation
      Document Library Central repository to manage your assets like Images, PDF files, etc.,
  • + 6 More - Show Less
  • Technical Details

    Organization Types Supported
    • Large Enterprises
    • Medium Business
    • Small Business
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Installed - Windows
    • Installed - Mac
    • SaaS/Web/Cloud
    • Installed - Windows
    • Installed - Mac
    Modes of Support
    • Online
    • Online

    Reviews & Ratings

    User Rating
    4.3/5 165 user ratings
    4.2/5 43 user ratings
    Rating Distribution
    • Excellent

      44.2%
    • Very Good

      44.2%
    • Average

      7.3%
    • Poor

      2.4%
    • Terrible

      1.8%
    • Excellent

      46.5%
    • Very Good

      37.2%
    • Average

      9.3%
    • Poor

      2.3%
    • Terrible

      4.7%
    User Sentiments

      Content Library Management, User Friendly Interface, Easy Search Functionality, Efficient RFP Management

      Salesforce Integration Issues, Content Formatting Issues, Cumbersome Record Updating, Limited Search Functionality

      Not Available
    Review Summary

    Rocket Docs users frequently praise its content library for its ease of use and organization, particularly for managing and retrieving information for RFPs and questionnaires. They appreciate the ability to create templates for quick proposal generation and centralized storage of company knowledge. However, some users express frustration with the search function, finding it unreliable and requiring precise wording for accurate results. Additionally, several users mention issues with integration, particularly with Salesforce, and formatting inconsistencies. Despite these drawbacks, most users view Rocket Docs as a valuable tool for streamlining their RFP processes and improving team efficiency.

    Not Available
      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Not Available
    • Offers Custom plan.
    • Free Trial Not Available
    • Offers Custom plan.
    Pricing Plans
    Monthly Plans Annual Plans

    Essential Custom

    Pro Custom

    Enterprise Custom

    Privia Custom

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Videos Video Thumbnail
    + 1 More
    Video Thumbnail
    + 2 More

    Vendor information

    Company Details Located in: Baltimore, Maryland Located in: Herndon, Virginia
    Contact Details

    410.403.1189

    https://rocketdocs.com/

    703.539.0200

    https://www.privia.com/

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