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What is RocketDocs?

Our solution platform revolutionizes the entire workflow associated with drafting and responding to Requests for Proposals (RFPs), Requests for Information (RFIs), and Questionnaires, as well as creating and configuring Proposals, Contracts, and Sales Materials, thus facilitating collaboration and enabling successful outcomes. We have thoughtfully crafted our platform to include a robust set of tools and features that prioritize scalability, customization, and efficient processes. Key functionalities such as customized workflows, real-time tracking, and the capacity to oversee an unlimited number of projects are integral to our offering. Additionally, each of our solution packages comes equipped with these vital features, guaranteeing that you have access to premier functionalities that boost your productivity and performance consistently. With our platform at your disposal, you can confidently engage in any project and secure exceptional results while streamlining your operations. This comprehensive approach not only enhances efficiency but also positions you for long-term success in a competitive landscape.

What is Orbit Diligence?

With Orbit Diligence, users have the flexibility to create and customize their own questionnaires by importing pre-existing ones or accessing our extensive library of industry-standard questionnaires. Enhance efficiency for yourself and your respondents by allowing them to reuse relevant answers from previous submissions, which simplifies the process significantly. Bid farewell to issues like misplaced emails, incomplete spreadsheets, and corrupted files that often disrupt your workflow. It's important to note that due diligence shouldn't end after contracts are signed or deals are finalized; continuous monitoring of your third-party network for emerging risks is vital. Alongside managing responses and communications related to due diligence, you can also track project statuses and generate summaries tailored to specific markets. You have the ability to personalize question tags according to regulations, departments, or risks, and you can easily highlight answers that need further scrutiny. Additionally, you can create tasks aimed at resolving issues and proactively managing potential risks. Keep track of completion rates and ongoing projects in real-time while utilizing Orbit Diligence to enhance communication not only within teams and departments but also with your respondents, ensuring a smooth exchange of information throughout the entire process. This comprehensive approach promotes a diligent and perpetual commitment to due diligence that extends well beyond the moment a contract is signed. By fostering a culture of ongoing vigilance, organizations can better safeguard their interests and maintain robust risk management practices.

Media

Media

Integrations Supported

Microsoft 365
Microsoft Excel
Orbit Risk
Salesforce

Integrations Supported

Microsoft 365
Microsoft Excel
Orbit Risk
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

RocketDocs

Date Founded

1988

Company Location

United States

Company Website

rocketdocs.com

Company Facts

Organization Name

Thomas Murray Network Management LTD.

Date Founded

1994

Company Location

United Kingdom

Company Website

thomasmurray.com/platform/orbit-diligence

Categories and Features

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

RFI

RFP

Bid Management
Collaboration
Content Management
Data Import / Export
Due Date Tracking
Knowledge Library
Progress Tracking
RFP Creation
RFP Responding
Requirements Management
Task Management
Templates
Vendor Management

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Categories and Features

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