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RocketDocs SalesForce Connector
AI-Powered RFPs, Response Management, and Sales Proposals
- Industries
- Financial ServicesHealthcare & Life SciencesHigh Tech
- Business Need
- SalesProductivityAudit & Compliance
- Requires
- None
Revolutionize your response management and sales enablement for game-changing results. Respond to RFPs, RFIs, RFXs, DDQs quickly and easily using pre-approved content. Create sales proposals and presentations fast, choosing only content you want.
Highlights
RocketDocs Microsoft Add-In lets you work right within Microsoft Word or Microsoft Excel. No need to put any progress on hold having to train your team on a completely new program. Your SMEs can keep doing what they do best—and even better.
Customizable Worfklows: We know each company operates uniquely, which is why we made sure you can create custom workflows that adapt to your processes and workflows. You don’t have to change every detail of how you operate. Let us conform to you.
RapidDocs™: Need a proposal in your client’s hands right now? With RapidDocs™, assemble and configure relevant content on-the-fly. Your sales team can provide that urgent request or ad-hoc proposal instantly, so you’ll never miss an opportunity again.
Provider Details
Since 1994, we’ve been obsessed with finding a better, easier way to navigate responding to RFx, DDQs, and Sales Enablement. Having started out in the RFP and sales world ourselves, we understand the time constraints, pressure to perform, and limited resources our clients have faced. RocketDocs was formerly called PMAPS Proposal Software, until our rebrand in 2018. RocketDocs is built with the proposal writer in mind. Integrated directly into Word or Excel, so you can work where you're comfortable. Some of our features game-changing automated workflows, immutable audit logs, and 100% Private AI. Make it easy, choose RocketDocs.
Pricing Details
You must pay for a product or solution external to SalesForce for this to work. Want to learn more about RocketDocs pricing plans for your business? Check out our website here: https://rocketdocs.com/or contact us at for more details sales@rocketdocs.com.