RocketDocs Reviews - Pros & Cons, Ratings & more

PandaDoc

Loopio

Catapult

RocketDocs' response management and sales enablement solutions leverage an integrated content hub to boost your efficiency and empower your success.

Create faster responses, better proposals, and bigger wins.

RocketDocs

Web-based

Windows

Senior Project & Proposals Manager

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

Research and Proposal Specialist

The benefits I get from PMAPS is its ease of use in helping to expedite our proposal processes to ensure a better final document to the end client.

RFP Consultant

I've worked with Shane Farrell several times recently and he is just wonderful. He contacts me immediately when I send a service request and walks me through the appropriate steps.

Paralegal

Features are pronounced and the usability is great. Like being able to have more choices when working.

School Team Adminstrator

I like the ability to filter as well as sort. I do with we could 'file away' RFI's from last year, but I was given a fine alternative.

Solution Engineer

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

Sr. Coordinator

Program is extremely costly for smaller companies that do not need to utilize all of the functions. Difficult to use and slow customer service.

Proposal Associate

I like being able to save frequent searches so that I can retrieve them quickly at a later time.

Team Lead, Distribution Data Manager

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.

Service Delivery Analyst

Ability to set custom permissions. Customer service is responsive.

RFP Writer

This is cumbersome and annoying and happens EVERY day.

Proposal Analyst

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.

Disability Benefits Processor

Since this is a library for me, it's incredibly difficult to find items that I need. This is something that is regularly discussed amongst myself and my coworkers.

The PMAPS viewer when it is in use affects my Microsoft Word. The viewer is sometimes enlarged is difficult to view/navigate and makes my regular Word do the same.

Using RocketDocs and previously PMAPS for a number of years

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.

Difficult to Seach - Need to memorize keywords

Not good for small companies, expensive

Faster responding to proposal with vetted content. The ability to design a hierarchy of Q&As that matches our products/solutions to client needs and recognizes our marketing/sales themes.  A sound and easily searched database of responses and proposals.

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

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

Making it easy for me to create proposals without a lot of industry knowledge. 

PMAPs has been a very helpful tool and is really user friendly.

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

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

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

I am able to perform the daily functions of my job.

I use PMAPs on a daily basis as our RFP library in order to respond to standard questions.

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

I find PMAPS visually pleasing and easy to navigate. However, it lacks intuitive searching.

I am able to find responses to questions daily to complete my work tasks. 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. 

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

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

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

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

Its a good tool for placing all content in one location. 

Need to learn more about PMAPS to make sure we are using it well

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

Easy to use for Q&A searching

This software helps me with duties of the my position.

I've used this software for the last few years and PMAPs accomplishes what it says it does. 

too cumbersome to operate, not intuitive enough

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

I use PMAPS everyday and it has definitely helped as far as having everything in one database.

It makes submitting and sorting and searching RFI's and responses very easy.

The product works very well for what we need it to. 

Thank you for the feedback. Please consider reaching out to our general customer service. It is possible that your representative is no longer with the company.

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

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

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.

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

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

Efficiency for the entire team and more effective content management.

PMAPS has enabled us to gain incredible efficiencies.

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!

PMAPS does it all!

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.

Easy to use and manage content in the database

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! 

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.

PMAPs Review for BofAML

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!

Overall, the application is easy to use and serves the general purpose.  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. As for the customer service, there have been a few miscommunications where information was not shared (we still don't receive automated email notifications) or access was granted without appropriate authorizations (during creation of 2nd instance).  

Administrator - Intermediate Level

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. 

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.

PMAPS is good overall, but there is room for improvement

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.

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