RocketDocs, Inc. Features

RocketDocs, Inc.

Proposal Management and Sales Enablement Tool

4.12/5 (67 reviews)

RocketDocs, Inc. Feature Summary

  • RFP/RFI management
  • Role-based permissions
  • Approval process control
  • Data storage management
  • Collaboration tools
  • Proposal response database
  • Automated reviews
  • Automated updates
  • Automatic notifications
  • Content filtering
  • Filters & attributes
  • Search functionality
  • Assignment management
  • Question & topic assignment
  • Status tracking
  • Branded template management
  • Template & response document linking
  • Content assembly from multiple document formats
  • Permission management
  • Document review & approval
  • Document assembly
  • Document templates
  • Automated proposal forms
  • Product information management
  • Sales proposals
  • Workflow management
  • Compliance management
  • Brand management
  • Application security

Sales Feature Comparison

Most popular features of all Sales apps

API (117 other apps)
Activity Dashboard (73 other apps)
Activity Tracking (49 other apps)
Automatic Notifications (41 other apps)
CRM Integration (94 other apps)
Collaboration Tools (35 other apps)
Contact Database (40 other apps)
Customizable Templates (33 other apps)
Data Import/Export (32 other apps)
Email Integration (43 other apps)
Lead Capture (33 other apps)
Monitoring (41 other apps)
Quote Management (34 other apps)
Real Time Data (44 other apps)
Reporting & Statistics (32 other apps)
Sales Analytics (43 other apps)
Sales Reporting (42 other apps)
Sales Tracking (39 other apps)
Search Functionality (41 other apps)
Third Party Integration (56 other apps)

Competitor Feature Comparison

RocketDocs, Inc. Feature Reviews

25 reviewers had the following to say about RocketDocs, Inc.'s features:

Anonymous
(Hospital & Health Care company, 201-500 employees)

Reliable, easy-to-use, robust software solution for proposal content and development management

2018-02-02

A sound and easily searched database of responses and proposals.

Pros

Easy to learn, easy to use Strong capability for categorizing Q&As, thus making them more accessible for use Excellent customer support; knowledgeable, enthusiastic and responsive

Cons

Potentially pricey for a smaller organizations Not all functionality needed for smaller proposal teams

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Proposal Software


Thank you for your feedback! I will pass on your comment regarding expense to our sales team.

Read more
Anonymous
A verified reviewer

Easy to use for Q&A searching

2018-01-29

Quick and efficient tool for us to respond to RFP's with easy and intuitive search function.

Pros

It is intuitive, allows for multiple keywords search, multiple languages support.

Cons

We would like to be able to import and export from spreadsheet, also there is no Wildcard search capability.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Proposal Software


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

Read more
Harinder Kang

I like using this software. I like how it's organized and stores our work on the site.

2018-01-25

Its ability to have database and RFP tracking capability.

Pros

I like how we can send requests to our database manager to update content and request SME checks through the Dashboard.

Cons

I think there are opportunities to improve some searching functionality, but I feel confident that team will build those capabilities.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Proposal Software


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

Read more
Chrissy Layne-Ross

Using PMAPS streamlines our proposal process and increases efficiencies.

2017-11-10

Pros

The ability to quickly update content, search and track responses.

Cons

I would like have the ability scroll down through the dashboard while the column headers remained fixed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Proposal Software


Thank you for taking the time to review us, Chrissy. We're so glad PMAPS has streamlined your proposal process! I'll be sure to pass along your suggestion for the dashboard to our development team.

Read more
Cynthia Psaltis

PMAPs Review for BofAML

2016-08-24

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.

Pros

Customizable Dashboard view Automation features without having to save document in PMAPs (i.e.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering RocketDocs, Inc.

We've recently compared PMAPS to other proposal software in the market and while the others are fine from a writer standpoint, PMAPS has many more features, is customizable, and is much more robust from a database management standpoint than the other software out there.

Source: Capterra
Helpful?   Yes   No

Response from Proposal Software


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!

Read more
Annie Liu

Very good and useful MIRA wide information

2018-01-29

Pros

wide database of answers that have been vetted and used elsewhere, can download the response in word document form so it is easy to copy and paste

Cons

sometimes it is fund specific as opposed to generic, continues to improve on data, would be useful to have statistics such as MIRA has [X] ports globally etc to reduce burden on central teams

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Other

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Proposal Software


Thank you for the feedback!

Read more
Jenny Diep

I use a part of the program but not at it's entirety therefore I don't know the full function.

2018-01-25

Pros

Send automated updates to required parties.

Cons

Can be difficult to search for what is required.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Proposal Software


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

Read more
Anonymous
(Banking company, 501-1000 employees)

PMAPS is relatively user friendly. We use it for proposal generation and for content management.

2018-02-01

Good content management. Once built, automation is a nice benefit.

Pros

I think the UI is pretty simple and easy to use.

Cons

While I understand that there is a need to have PMAPS map fields from Salesforce to PMAPS, I think there should be a tool to allow users to build.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Proposal Software


Thank you for the feedback!

Read more
Anonymous
Senior Sales Engineer (Law Enforcement company, 51-200 employees)
Verified Reviewer

PMAPS does it all!

2017-11-10

Pros

Not only does it go beyond satisfying that requirement with excellent search and management capabilities, but I can respond to proposals quickly, using less resources or enable my sales team to save HOURS of time creating proposals, SOWs, and PPT presentations in a super user-friendly manner.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
Read more
Janell Stangl

Easy to use and manage content in the database

2017-11-09

The Cloud-based Web Pro is even better, with enhanced features and functionality. The Customer Support Staff is world-class.

Pros

The Saved Search function allows you to break a huge database into smaller chunks specific to the topic.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Proposal Software


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!

Read more
Ilaria Calo

too cumbersome to operate, not intuitive enough

2018-01-26

Pros

The vast database capacity.

Cons

Difficult to navigate Not intuitive - if you don't use it for a while it is not intuitive how to get started or accomplish certain tasks. The search function is not very accurate.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Source: Capterra
Helpful?   Yes   No

Response from Proposal Software


Thank you for the feedback! Our customer support team is available to assist you in getting the most from our software.

Read more
Belinda Meyer

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

2018-01-25

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

Pros

The ability to use multiple filters in the library feature of PMAPS.

Cons

The search function of the library could be better.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Proposal Software


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

Read more
Karima Pirani

I use PMAPS everyday for work, easy to navigate but lacks intuitive searches.

2018-02-01

Makes my job easier

Pros

People in my group who are new to PMAPS find it difficult to search and would prefer a google search.

Cons

The unlimited technical fee model needs to be reassessed. Our group is charged a discounted fee which I believe is not reflective of our use of support. In the last 2 years I have not called the Support Group.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No

Response from Proposal Software


Thank you for taking the time to write a review!

Read more
Derrick Hayford

While simple/easy to use, I find it somewhat difficult to discover content or topics required

2018-02-01

Pros

I really like how you are able to filter on solution area as well as the comprehensive search feature.

Cons

I do find it challenging that I am not provided with sub-topic areas to search within such as question type, functional capability, etc.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Source: Capterra
Helpful?   Yes   No

Response from Proposal Software


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

Read more
Anonymous
(Investment Management company, 501-1000 employees)

I use PMAPS everyday as my team stores all of our documents here for reference.

2018-01-25

We store all of our documents that we work on here and language as IDs in the search tab to search for and use and update along the way.

Pros

I like the overall setup of the site. The search nature on the Search tab and the setup of the page.

Cons

One item that could be improved is the ability to search for words, sentences, phrases, etc. in the dashboard tab. It would be nice to search through old uploaded finalized documents for example the word "municipal bond" to find past documents where this word was used within the document.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Proposal Software


Thank you for the compliment regarding our setup. I will pass on your feedback about search functionality to our developers.

Read more
Christina Tran

PMAPS is a useful tool, only if you know how to work its quirks.

2018-01-30

From my work.

Pros

The filters and options to narrow down searches works well.

Cons

The interface isn't friendly and the search function doesn't work as seamlessly as it could.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

3/10
Source: Capterra
Helpful?   Yes   No

Response from Proposal Software


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

Read more
James Edkins

Very efficient way for finding answers

2018-01-25

Pros

Generally the speed is great and search is efficient...........

Cons

Maybe some more intelligence in the search i.e. if I search for GE it will find General Electric, without me having to add this

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Proposal Software


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

Read more
Rachel Swanson

I use this everyday for work, most people I work with have different searching habits.

2018-01-30

Some responses are super easy to locate which I love, while others are more difficult to locate, based on the complexity of the question being asked.

Pros

It's a helpful feature that I have used often.

Cons

Difficult to search through 100s of documents... the key word search is difficult, it would be nice if it was more like a google search.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No

Response from Proposal Software


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

Read more
Hannah Bell

The search functionality in PMAPS is my greatest complaint. An easier Search ability would be great!

2018-01-25

Pros

This is user friendly and easily done. The time it takes to create a new item is minimal.

Cons

The Search Functionality. it is difficult and not user friendly unless you know exactly what you are looking for.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from Proposal Software


Thank you for the compliment regarding our upload process. I will pass on your feedback about search functionality to our developers.

Read more
Jaime Sega

Administrator - Intermediate Level

2015-11-09

There are a few areas that slow progress down, such as (a) the Quick View box that appears when you hover over the search item, (b) you cannot search on multiple products at one time, and (c) the Main and Sub Topics are no longer linked to one another.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Proposal Software


Thanks for the feedback, Jaime! We've passed your input along to your account manager and our product experts, and we intend to improve communication in the future.

Read more
Eunice Bang

PMAPS is a valuable resource for me as a business development manager.

2018-01-25

Pros

The recent layout changes are more aesthetically pleasing. Its easy to use and navigate the website.

Cons

The search functionality is the most difficult part about the software, I wish the search algorithm could be more like google.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Proposal Software


Thank you for the compliment regarding our setup. I will pass on your feedback about search functionality to our developers.

Read more
Katie Anderson

We've been a PMAPS customer for about nine years and converted to WebPro this year.

2015-11-04

Cons: wish there was a way to quickly take an item that was assigned and add it to WebPro from the Assignments dashboard. When you use the ReLink feature to update assignments, you lose your formatting.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Proposal Software


Thank you for reviewing PMAPS and Proposal Software, Katie! We're happy to hear you find the software user friendly. We'll be reaching out to you to better understand the issues you mentioned and see what we can do to help. And we couldn't agree more: Philip and Shane are pretty great. We'll be sure to pass along your recognition.

Read more
Joanna Persaud

Slow adopter of the software

2018-01-25

Pros

We can integrate/collaborate with our content with other divisions within our organization who use the software.

Cons

There are many buttons/functions and it's not clear what they are all used for. Not a very intuitive platform. Cannot be used in a very collaborative way and does not meet all of our needs

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

3/10
Source: Capterra
Helpful?   Yes   No

Response from Proposal Software


Thank you for the feedback! Our customer support team is available to assist you in getting the most from our software.

Read more
Clayton Whitaker

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

2018-01-29

Pros

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.

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.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Proposal Software


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

Read more
Elana Augustine

I don't know how much it costs, so I can't honestly answer the value for money question.

2018-01-26

Pros

The features and information headers are customizable and can be arranged easily based on user preferences.

Cons

Sometimes it's hard to search for pieces using the quotation marks, but that could be an issue specific to our company.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No

Response from Proposal Software


Thank you for the feedback!

Read more