Custom integration with Microsoft Dynamics 365 that allows users to take out the guess work on the proposal/project type based on how the CRM record is entered. Customization of templates and ability to work directly within Microsoft Word while leveraging the tool.
I find that the search and filter function are very easy to use. The batch updating is a great function. I think the search function is easy enough to use, that even someone new to the system would be able to quickly learn how to use the system to answer questionnaires.
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What is RocketDocs?
Supercharge Your Response Management with Private AI. Revolutionize Your Document Workflow – Manage RFPs, audits, security questionnaires, and repetitive documentation effortlessly with a unified platform – leveraging two distinct AI models.
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