List of RocketDocs Customers
Dallas, 75201, TX,
United States
Since 2010, our global team of researchers has been studying RocketDocs customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased RocketDocs for Sales Enablement from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using RocketDocs for Sales Enablement include: Aetna Inc, a United States based Insurance organisation with 50000 employees and revenues of $105.60 billion, Brown Advisory Incorporated Inc, a United States based Professional Services organisation with 900 employees and revenues of $300.0 million, Lord, Abbett & Co. LLC, a United States based Banking and Financial Services organisation with 1200 employees and revenues of $196.0 million and many others.
Contact us if you need a completed and verified list of companies using RocketDocs, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The RocketDocs customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Aetna Inc | Insurance | 50000 | $105.6B | United States | RocketDocs | RocketDocs | Sales Enablement | 2024 | n/a |
In 2024, Aetna Inc implemented RocketDocs to support Sales Enablement within its United States operations. The presence on RocketDocs' published customer roster indicates the deployment is focused on response management, security questionnaires, and sales proposal content, with RocketDocs providing the application layer for those workflows.
The implementation centers on RocketDocs modules for security questionnaire response management and sales enablement content lifecycle, using centralized content libraries, template-driven proposal assembly, guided question and answer authoring for questionnaires, role based access controls, and versioning to preserve auditability. Configurations reflect Sales Enablement patterns that enable collaborative response authoring and approval workflows, supporting corporate sales teams and information security or compliance functions in the United States.
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Brown Advisory Incorporated Inc | Professional Services | 900 | $300M | United States | RocketDocs | RocketDocs | Sales Enablement | 2023 | n/a |
In 2023, Brown Advisory implemented RocketDocs PMAPS as a Sales Enablement application to automate manual Word based RFP and proposal workflows across its United States operations, with primary activity centered in Baltimore, MD. RocketDocs was introduced to centralize structured content, assembly templates, and approval routing for the firm’s proposal production process.
The deployment included a native Salesforce integration to surface proposal content, trigger document assembly from CRM records, and synchronize proposal status with opportunity data. Functional modules and capabilities implemented, drawn from vendor materials, include a structured content library and assembly templates, collaborative SME review workflows, approval routing and gating, and CRM linked document generation consistent with the RocketDocs implementation pattern.
Operational coverage focused on the proposals and sales enablement function, creating end to end handoffs between sales, subject matter experts, compliance reviewers and investment teams. Governance established formal SME review gates and approval workflows to enforce content quality and sign off, and Brown Advisory reported a reduction in proposal production time of about 75 percent after the RocketDocs rollout.
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Lord, Abbett & Co. LLC | Banking and Financial Services | 1200 | $196M | United States | RocketDocs | RocketDocs | Sales Enablement | 2024 | n/a |
In 2024, Lord, Abbett & Co. LLC implemented RocketDocs, a Sales Enablement application, to streamline content management and DDQ and RFP response workflows for its messaging and proposal teams. Deployment focused on the United States office in Jersey City, NJ, covering proposal authors, subject matter experts, and approvers across the firm.
RocketDocs was configured to use the DDQ, RFP, knowledge library, and approval workflows modules described in the vendor case study, centralizing reusable content and response templates. Functional capabilities implemented include central content curation, response assembly and template-driven authoring, and structured approval routing to accelerate turnaround on proposals. Workflows were instrumented to support role-based access and content governance consistent with Sales Enablement best practices.
Governance and rollout emphasized workflow ownership by the proposal and messaging teams, with approval gatekeeping and controlled content publishing to maintain consistency in external communications. The implementation covered operational processes within the Jersey City team and extended to collaborating stakeholders across the United States as needed. According to the vendor case study, RocketDocs delivered a reported 65% improvement in productivity and faster turnaround on DDQ and RFP responses for Lord, Abbett & Co. LLC.
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Buyer Intent: Companies Evaluating RocketDocs
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