RocketDocs
RocketDocs is a private SaaS company that sells a response management platform — including private AI, a content library, and Office-native workflows — to enterprise teams in financial services, healthcare, life sciences, and enterprise tech for RFPs, DDQs, and security questionnaires.
- Company typePrivate
- Founded1994
- HeadquartersDallas, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What RocketDocs does
RocketDocs is a private, Dallas-headquartered SaaS company founded in 1994 (originally as PMAPS Proposal Software, rebranded in 2018) that sells a response management platform to enterprise teams in regulated industries. The platform is used to respond to RFPs, DDQs, security questionnaires (SIG, CAIQ, NIST), and sales proposals, with a customer base that includes J.P. Morgan, Bank of America, Prudential, Deutsche Bank, Aetna, Tufts Health Plan, Voya, Securitas, SAP, and Brown Advisory. The product is organized as a core platform with modular add-ons: Astro Private AI (a generative AI engine running on Llama 3.1 hosted inside RocketDocs' environment, designed so customer data never leaves the platform), LaunchPad (a Microsoft Word and Excel add-in that brings response functionality inside Office), RapidDocs (sales proposal assembly), Content Library (centralized approved-answer repository with multi-LOB, per-affiliate structure), and Workflows (structured approval routing and audit trails). The platform is SOC 2 Type II and ISO 27001 certified, with workflow alignment to HIPAA, 21 CFR Part 11, FedRAMP, NIST 800-171, CMMC, SOX, GLBA, PCI DSS, and HITRUST CSF.\n\nRocketDocs generates revenue through custom annual enterprise subscription contracts, with pricing tied to team size, content volume, and required modules, and most engagements starting at a published minimum. The go-to-market is a direct enterprise field sales motion supported by an inside sales team, with specialist-led 25-minute demos conducted by former RFP managers and proposal writers, and pricing ballparks provided on the call. Marketing emphasizes data sovereignty and audit readiness, with content marketing (blog, ROI calculators, AI readiness assessments, comparison pages against Loopio, Responsive, Qvidian, Qorus, AutoRFP, and Arphie), a podcast (Ground Control), and a Trust Center that publishes security documentation. The company has raised approximately $3.7 million in total funding across two 2021 Series A closes, operates with 11-50 employees on a remote-friendly basis, and is led by President and CEO Perry Robinson (joined March 2023), CTO Gary Murry, and a senior team including a CFA-credentialed Senior Director of Product Development with financial-services background.
RocketDocs firmographics
Firmographics- Name
- RocketDocs
- Legal name
- RocketDocs, Inc.
- Website
- https://rocketdocs.com
- Company type
- Private
- Founded year
- 1994
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- RocketDocs is a private SaaS company that sells a response management platform — including private AI, a content library, and Office-native workflows — to enterprise teams in financial services, healthcare, life sciences, and enterprise tech for RFPs, DDQs, and security questionnaires.
- Ownership category
- akta.pro rank
RocketDocs industry classification
Industry- Product category
- RFP and Response Management Software
- NAICS
- Computer Systems Design and Related Services (5415), Computer Systems Design and Related Services (54151), Other Computer Related Services (541519)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Loan Origination Systems (LOS) (FSALALAA)
Keywords
Where RocketDocs is headquartered
LocationHeadquarters
- HQ city
- Dallas
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
RocketDocs business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Subscription Software: Custom subscription pricing based on team size, content volume, and required modules. Most engagements start at a published minimum. Annual and multi-year contract billing. Enterprise deployments often involve multi-affiliate, multi-line-of-business configurations.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Custom enterprise pricing |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels11 records
RocketDocs product offering
Product offeringCore offering
RocketDocs is a response management SaaS platform that helps teams in regulated industries (financial services, healthcare, life sciences, enterprise tech) respond to RFPs, DDQs, and security questionnaires. The platform combines a centralized content library, AI-assisted drafting via the proprietary Astro engine (built on Llama 3.1 hosted privately), Office-native LaunchPad add-in for Word/Excel, and structured approval workflows with a full audit trail. Customers subscribe annually with custom pricing tied to team size and modules.
Product overview
RocketDocs is a response management platform built for regulated industries, consisting of a core platform with modular components. The core RocketDocs Platform handles RFP, DDQ, and security questionnaire response management, powered by Astro Private AI (generative AI on Llama 3.1 hosted privately), LaunchPad (Office-native add-in for Word/Excel), RapidDocs (sales proposal generation), Content Library (centralized answer repository), and Workflows (approval and routing management). The platform is SOC 2 Type II and ISO 27001 certified, designed for financial services, healthcare, life sciences, and enterprise tech teams.
Differentiator
Problem solved
Functional benefit
Products and services
- RocketDocs Platform The core response management platform for regulated-industry teams that auto-parses RFPs, RFIs, DDQs, and security questionnaires, generates first-draft responses, routes content through structured approval gates, and exports fully formatted Word or Excel documents with a complete audit trail. Targeted at financial services, healthcare, life sciences, and enterprise tech teams.
- Astro Private AI
- LaunchPad A Microsoft Office add-in module that brings the RocketDocs library, autofill, and formatting controls directly inside Word and Excel. Enables response teams to search the content library, autofill answers, and lock down formatting without leaving the document.
- RapidDocs An add-on module for assembling branded sales proposals and documents using content pulled from the RocketDocs library with structured, formatted output.
- Content Library A centralized repository module for approved answers, content, and knowledge base assets. Supports multi-product, multi-affiliate, and multi-state library structures with role-based access controls, state-specific content variants, review cycles, and SME assignments.
- Workflows A workflow and approval management module that routes content through configurable approval gates, assigns questions to subject matter experts, and creates comprehensive immutable audit trails.
Quantifiable outcome
- 50% faster RFP turnaround
- +4 more outcomes
Companies that use RocketDocs
Customer profileNamed customers11 records
Segments6 records
Ideal customer profiles4 records
RocketDocs technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration14 records
AI capability4 records
Feature7 records
RocketDocs partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and minor.
- ROIA (Revenue Operations and Intelligence Association)coreRocketDocs is a founding member of the Revenue Operations and Intelligence Association (ROIA), described as the first independent, not-for-profit association dedicated to serving the complete revenue knowledge ecosystem. As a founding sponsor, RocketDocs is supporting the ROIA Excellence Awards program, with the inaugural ceremony to be held virtually in late 2026. The association aims to provide a professional home for sales enablement, RevOps, FinOps, and compliance practitioners.
- Microsoft 365coreDeep integration with Microsoft Word and Excel through LaunchPad add-in. Additional integrations with PowerPoint, Teams, SharePoint, OneDrive, and Outlook. LaunchPad brings RocketDocs functionality inside Office applications.
- SalesforcecoreSalesforce integration with bidirectional sync for proposal and opportunity tracking. Connects RocketDocs response management with CRM workflows.
- OktacoreSingle sign-on integration via Okta for identity management and authentication.
- Azure ADcoreIdentity provider integration via Azure Active Directory for SSO and user authentication.
- SAML/SCIMcoreSAML and SCIM protocol support for enterprise identity management and automated user provisioning.
- Open APIcoreOpen API for custom integrations beyond pre-built connectors, enabling bespoke integration with enterprise systems.
- CadraminorCompliance consulting firm founded by Lori Crooks, helping small and mid-sized businesses navigate government contracting compliance (FedRAMP, GovRAMP, CMMC, NIST frameworks). Appeared on RocketDocs Ground Control podcast to discuss government contracting and compliance topics.
Scale indicators6 records
Recent moves7 records
Expansion highlights6 records
RocketDocs competitors and assessment
Company assessmentMarket position
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
RocketDocs social profiles
Digital presenceRocketDocs compliance and trust
Trust signalCompliance14 records
RocketDocs financial estimates
Financial estimateRevenue estimate
Valuation estimate
RocketDocs leadership team
Management profileNumber of profiles
Profiles6 records
RocketDocs funding detail
Funding detailFunding overview
Funding rounds5 records
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
RocketDocs M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about RocketDocs
What does RocketDocs do?
RocketDocs is a response management SaaS platform that helps teams in regulated industries (financial services, healthcare, life sciences, enterprise tech) respond to RFPs, DDQs, and security questionnaires. The platform combines a centralized content library, AI-assisted drafting via the proprietary Astro engine (built on Llama 3.1 hosted privately), Office-native LaunchPad add-in for Word/Excel, and structured approval workflows with a full audit trail. Customers subscribe annually with custom pricing tied to team size and modules.
Is RocketDocs a public or private company?
RocketDocs is a private company. It is classified as private equity controlled and is currently operating.
When was RocketDocs founded?
RocketDocs was founded in 1994. It employs 11 to 50 people.
Where is RocketDocs based?
RocketDocs is headquartered in Dallas, United States, in the North America region.
How does RocketDocs make money?
One revenue line is on record: subscription Software.
Does RocketDocs have an API?
Yes. RocketDocs provides an Open API for custom integrations. The API enables connectivity for external systems to integrate with the RocketDocs platform, supporting custom enterprise configurations.
What industry is RocketDocs in?
RocketDocs's product category is RFP and Response Management Software. Its primary akta.pro industry code is FSALALAA, Loan Origination Systems (LOS). Its NAICS code is 5415 and its SIC code is 7372.