1 million+ businesses helped. Get advice
Get Free Advice
Home

/

Sales Enablement Software

/

RocketDocs

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.

RocketDocs 2026: Benefits, Features & Pricing

Wondering if RocketDocs is right for your organization?

Our Sales Enablement Software selection experts can help you in 15 minutes or less.

On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

RocketDocs
RocketDocs
4.1
(69)

Pricing

Pricing available upon request

About RocketDocs

Trusted by global brands and high-growth organizations, 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. RocketDocs 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. With over 25 years of innovation under our belt, RocketDocs know what it takes to build long-lasting, valuable, efficient solutions.

RocketDocs Screenshots

0
0
1
2
3

RocketDocs Pricing and Plans

Free Trial
Free Version

Basic

Pricing available upon request

No plan information available

    Advisor Get Price CTA Image

    Confused about pricing? We've got you covered.

    Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

    RocketDocs Features

    • Popular features found in Sales Enablement
      Collaboration Tools
      Content Library
      CRM Integration
      Email Management
      Engagement Tracking
      Lead Scoring
      Performance Management
      Process/Workflow Automation
      Sales Planning
    • More features of RocketDocs
      Access Controls/Permissions
      Activity Dashboard
      Alerts/Notifications
      API
      Approval Process Control
      Audit Management
      Audit Trail
      Automatic Formatting
      Bid Management
      Catalog Management
      Compliance Management
      Configurable Workflow
      Contact Management
      Content Management
      Contract/License Management
      CRM
      Customizable Branding
      Data Import/Export
      Document Automation
      Document Management
      Document Review
      Document Storage
      Document Templates
      Due Date Tracking
      Generative AI
      Knowledge Base Management
      Knowledge Library
      Pipeline Management
      Progress Tracking
      Project Management
      Proposal Generation
      RFP Creation
      RFP Management
      RFP Responding
      Status Tracking
      Task Management
      Template Management
      Templates
      Third-Party Integrations
      User Management
      Vendor Management
      Version Control
      Workflow Management

    RocketDocs Integrations

    Salesforce Sales Cloud
    Salesforce Sales Cloud
    Microsoft 365
    Microsoft 365
    Microsoft Word
    Microsoft Word
    Microsoft Excel
    Microsoft Excel

    RocketDocs User Reviews

    Overall Rating

    4.1

    Ratings Breakdown

    5

    36%

    4

    46%

    3

    13%

    2

    3%

    1

    1%

    Secondary Ratings

    Ease of Use

    3.9

    Value for money

    3.8

    Customer support

    4.2

    Functionality

    4.0

    VR

    Verified
    Reviewer

    Insurance

    1001-5000 employees

    Used weekly for less than 2 years

    Review source

    Reviewed February 2021

    Online shared file cabinet

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Logic is very simple. It is easy to onboard new users and procedures for use are easy to follow.
    Cons:
    Occasional communication hiccups. Exports to word can be slow, particularly when you are processing lists of questions.

    Read More

    CW

    Clayton W.

    Financial Services

    5001-10000 employees

    Used daily for more than 2 years

    Review source

    Reviewed January 2018

    PMAPS Software has made organizing, updating, and retrieving information quick and straightforward.

    4

    Ratings Breakdown

    5
    Ease of use
    4
    Functionality
    icon
    Pros:
    The software provides an excellent conduit to organize information. When uploading information, there are several different customizable categories that the user can use to sort information. This lets one customize how they want to tag and tier their information to make searching through thousands of records seamless. Under each uploading record, there are options to maintain notes, input the personnel responsible for uploading and/or reviewing the record, and options to put dates on when records become outdated. The last feature is especially helpful as the database will automatically change the highlight on the PMAPS dashboard for any record that has reached the creator's expiration date. This function is immensely helpful on ensuring answers used have been updated or at least recently reviewed. The ability to link word documents to PMAPS makes it quick and painless to update documents through the re-link function. This work with both qualitative and quantitative updates and is a huge time-saver. I use the PMAPS software as a way to store, retrieve, and update thousands of individual records. I've found in using it these past few years that it makes the job far easier.
    Cons:
    When working on PMAPS cloud version of Excel of Microsoft Word, there is no autosave feature, and it's not uncommon for the program to run into errors and forcibly shutdown. You have to make sure to manually save every so often as you will most likely experience the program closing on you unexpectedly at least once if you use PMAPS prolongedly. The saving process on PMAPS can be a little slow (relative to offline in word/excel), so a background frequent autosave would be a really nice feature. I've struggled to use Excel well with PMAPS. Overwriting Excel save files or inserting PMAPS records into Excel files frequently does not work or bugs out. I think Word works very well, but I've had enough struggles over the year that I just use Excel completely offline from PMAPS. When using PMAPS, you don't have the complete functionality of Word or Excel in their cloud system. If you want to change certain advance settings on Word, you have to close out of Word on their cloud, open Word offline and make the change, then re-open Word on PMAPS to have it integrated. There is no `file tab in Word or Excel when working from the PMAPS cloud.

    Vendor Response

    Thank you for taking the time to write such a thorough a review! We appreciate your feedback.

    Replied February 2018

    Read More

    RS

    Rachel S.

    Verified reviewer

    Insurance

    1001-5000 employees

    Used daily for more than 2 years

    Review source

    Reviewed September 2019

    Difficult to Seach - Need to memorize keywords

    4

    I use PMAPS every day. When I first started using the software I would spend HOURS trying to locate information. Now, after using PMPAPS for almost 5 years, I have memorized a lot of keywords/doc ID #s so I'm much quicker. However, I wish this was not the case as it is very difficult to train new users. The only way to be able to use this software efficiently is to use it for a long time and learn the tricks. It's not easy to just pick up.

    Ratings Breakdown

    3
    Ease of use
    3
    Functionality
    Previously 4
    icon
    Pros:
    I like that PMAPS is a single location where I can locate documents of information I need to access for my work. You search using keywords and filters that are customizable.
    Cons:
    The search feature is not user friendly. It is difficult to locate documents. You practically have to memorize different random keywords or know the doc. ID #s by heart in order to locate the document your looking for. I wish the search functioned more like googles.

    Read More

    CP

    Cynthia P.

    Banking

    10000+ employees

    Used daily for more than 2 years

    Review source

    Reviewed August 2016

    PMAPs Review for BofAML

    5

    The BofAML Institutional RFP Team has been using the PMAPs Proposal Software for over 10 years and its served our needs very well and with each new release it only gets better. Its very reliable, we have never experienced any downtime with the software and it has great automation features which helps save time from both a writer and database manager standpoint.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Customizable Dashboard view Automation features without having to save document in PMAPs (i.e. Insert Full and Found) Automated templates (Generic Proposals) Robust Filter and sort features (i.e. Filter by topic, SME, ID#, etc. and sort alphabetically/numerically) Robust attribute fields with customization Global attribute features can change one attribute for multiple responses at one time Can download search results into excel Robust Reporting Features No downtime to date PMAPs User Training Guides and Help features Monthly webinars on various topics Customer service relationship very responsive, easy to work with, willing to work with us through issues until resolved, etc.
    Cons:
    There aren't too many cons and the minor issues/annoyances we do have are taken into consideration and usually resolved within a few days or are resolved in the next release.

    Vendor Response

    Thank you very much for your review, Cindy! We're happy to hear you're taking advantage of some of our favorite features, like the Dashboard and Global Attributes. We're also very proud of PMAPS's flexibility and 100% uptime, and we've already got some pretty great things planned for the next release--we think it'll be the best one yet, and we hope you love it, too!

    Replied August 2016

    Read More

    Kimberly's profile

    Kimberly D.

    Verified reviewer

    Financial Services

    201-500 employees

    Used daily for more than 2 years

    Review source

    Reviewed November 2017

    PMAPS has enabled us to gain incredible efficiencies.

    5

    Efficiency for the entire team and more effective content management.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Content and proposal management. Ability to update recurring questionnaires with the click of a button.
    Cons:
    Nothing honestly, we use it every day and have highly recommend it. Occasionally we have some formatting issues but they are easily resolved.

    Vendor Response

    Thanks for sharing your positive experience with PMAPS! We're delighted to hear how much our tool has improved your team's content management practices and overall efficiency. And I agree -- formatting in Word can be a bit tricky, you're definitely not alone!

    Replied November 2017

    Read More

    KP

    Kyle P.

    Used unspecified for unspecified

    Review source

    Reviewed November 2015

    PMAPS is good overall, but there is room for improvement

    4

    Pros: The basic functionality of PMAPS works well and does increase efficiency. There are lots of features in the program and most are good, but unfortunately, not quite there yet. PSI is receptive to change and input from clients to improve. Though it may take a while to see the improvements, if at all. Cons: A lot of the workflows, functions and features of PMAPS have not been very well thought out. For example, when Q&A's expire and are sent out to be updated, they are added to Compliance Central, which is fine. The problem is that the same Q&A can be added to Compliance Central many times, so then there are mutliple instances of the same Q&A. When the Q&A is updated, only one instance is removed from Compliance Central. So Compliance Central just gets bigger and bigger and becomes essentially useless. This is a common theme with PMAPS. The basic structure is built, but it is not thought through thoroughly and the end result is a feature that doesn't work as expected. Also, while PMAPS is customizable in certain areas, in other areas, it is not, which can be frustrating. For example, setting certain fields with a different color or showing more than 3 lines in a multi-select field is not difficult. It is simply a change to the CSS file, but PMAPS claims this is too diffcult to do and can't be done. However, I can prove that it can be done and actually do it on my end by apply my own CSS file to the page. Clients shouldn't have to find workarounds to these "limitations." The list of improvements are mostly minor things that enhances the user experience, but the little things matter just as much as the big things because the user encounters the little things over and over again interacting with the program so it is a constant reminder of the pain of working with PMAPS. The goal should be to leave the user with a positive impression, not a negative one. There is a long list of things that can be improved on, but granted, the list does get shorter with each new release, but not always.

    Ratings Breakdown

    4
    Ease of use
    3
    Customer support

    Vendor Response

    Thank you for your input, Kyle! It's good to know PMAPS increases your organization's efficiency, and we appreciate your rating. Hopefully you'll find a couple of upgrades in our next release to be particularly helpful. Our goal is absolutely to leave users with positive impressions, and we'll keep working on the little things to constantly improve.

    Replied November 2015

    Read More

    JS

    Janell S.

    Used daily for more than 2 years

    Review source

    Reviewed November 2017

    Easy to use and manage content in the database

    5

    Content management is much easier than it was when I started. We went from gathering content from individual proposals and dropping it into a spreadsheet. Then we started using the client-based PMAPS which was a huge improvement. The Cloud-based Web Pro is even better, with enhanced features and functionality. The Customer Support Staff is world-class. They go above and beyond to help resolve issues and make things better for their clients. Highly recommended.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Content management is quite easy in PMAPS. The Saved Search function allows you to break a huge database into smaller chunks specific to the topic. Filtering is easy and multi-functional. Customer Support is outstanding. The staff is super knowledgeable and responsive. There is much more functionality in the tool than our company currently uses, which is unfortunate for us.

    Vendor Response

    Janell, thank you so much for the warm recommendation. We place top priority on customer success and we're thrilled it shows. Stay tuned for further enhancements to the tool!

    Replied November 2017

    Read More

    BM

    Belinda M.

    Insurance

    1001-5000 employees

    Used daily for more than 2 years

    Review source

    Reviewed January 2018

    We only use the library feature of PMAPS. Generally we like how it works.

    4

    I would say the best benefit from using this software is having a searchable database of RFP responses.

    Ratings Breakdown

    3
    Ease of use
    3
    Value for money
    5
    Customer support
    3
    Functionality
    icon
    Pros:
    The ability to use multiple filters in the library feature of PMAPS. I'm also looking forward to using the short answer/notes section in the coming year. I also really like that as an administrator we can easily add/delete users. That used to be our major hold-up in the past.
    Cons:
    The search function of the library could be better. We often have to dig through multiple responses that are not applicable to our RFP before we can find something that we can use.

    Vendor Response

    Thank you for taking the time to write a review! I will pass on your feedback about search functionality to our developers.

    Replied February 2018

    Read More

    ja

    jan a.

    Airlines/ Aviation

    10000+ employees

    Used daily for more than 2 years

    Review source

    Reviewed January 2018

    My experience using PMAPS to facilitate our RFP responses has been great!

    4

    RFP response answers that are up to date and saves time in trying to remember all responses.

    Ratings Breakdown

    4
    Ease of use
    3
    Value for money
    4
    Customer support
    4
    Functionality
    icon
    Pros:
    What I like most about the software is it's as close as a Google search without being Google. Without PMAPS I am not sure we would be able to effectively and efficiently write consistent RFP responses. Having PMAPS allows us to write consistently with the same responses . It also helps by allowing us to categorize subject matter areas .
    Cons:
    It's not Google. I can't put in the exact question being asked in RFP's to derive the answer and sometimes it doesn't narrow it down enough to the specifics.

    Vendor Response

    Thank you for the feedback!

    Replied February 2018

    Read More

    VR

    Verified
    Reviewer

    Computer Software

    Used daily for more than 2 years

    Review source

    Reviewed January 2018

    Very reliable and dependable performance.

    4

    Ratings Breakdown

    4
    Ease of use
    4
    Value for money
    4
    Customer support
    4
    Functionality
    icon
    Pros:
    Ease of use. consistent results when using the tool. Predictable results helps train new users to use the application efficiently.
    Cons:
    Mass adding new records and information. Very manual process that requires our admin to touch and modify every new entry

    Vendor Response

    Thank you for the feedback!

    Replied February 2018

    Read More

    Showing 1 - 10 of 69 Reviews

    Other Top Recommended Sales Enablement Software

    Wing
    Wing

    4.8 (69)

    Recently recommended 65 times

    HubSpot Sales Hub
    HubSpot Sales Hub

    4.5 (494)

    Recently recommended 53 times

    monday CRM
    monday CRM

    4.7 (453)

    Recently recommended 38 times

    Salesforce Sales Cloud
    Salesforce Sales Cloud

    4.4 (18753)

    Recently recommended 28 times

    Advisor Get Price CTA Image

    Stuck Between Options?

    Our experts can help you compare RocketDocs with other top options, so you can find the best fit for your needs.

    See what companies are saying about Software Advice