RocketDocs Erfahrungen

Reliable, easy-to-use, robust software solution for proposal content and development management

Kommentare: Faster responding to proposal with vetted content. The ability to design a hierarchy of Q&As that matches our products/solutions to client needs and recognizes our marketing/sales themes. A sound and easily searched database of responses and proposals.

Vorteile:

Easy to learn, easy to use Strong capability for categorizing Q&As, thus making them more accessible for use Excellent customer support; knowledgeable, enthusiastic and responsive

Nachteile:

Potentially pricey for a smaller organizations Not all functionality needed for smaller proposal teams

PMAPS Software has made organizing, updating, and retrieving information quick and straightforward.

Vorteile:

The software provides an excellent conduit to organize information. When uploading information, there are several different customizable categories that the user can use to sort information. This lets one customize how they want to tag and tier their information to make searching through thousands of records seamless. Under each uploading record, there are options to maintain notes, input the personnel responsible for uploading and/or reviewing the record, and options to put dates on when records become outdated. The last feature is especially helpful as the database will automatically change the highlight on the PMAPS dashboard for any record that has reached the creator's expiration date. This function is immensely helpful on ensuring answers used have been updated or at least recently reviewed. The ability to link word documents to PMAPS makes it quick and painless to update documents through the re-link function. This work with both qualitative and quantitative updates and is a huge time-saver. I use the PMAPS software as a way to store, retrieve, and update thousands of individual records. I've found in using it these past few years that it makes the job far easier.

Nachteile:

When working on PMAPS cloud version of Excel of Microsoft Word, there is no autosave feature, and it's not uncommon for the program to run into errors and forcibly shutdown. You have to make sure to manually save every so often as you will most likely experience the program closing on you unexpectedly at least once if you use PMAPS prolongedly. The saving process on PMAPS can be a little slow (relative to offline in word/excel), so a background frequent autosave would be a really nice feature. I've struggled to use Excel well with PMAPS. Overwriting Excel save files or inserting PMAPS records into Excel files frequently does not work or bugs out. I think Word works very well, but I've had enough struggles over the year that I just use Excel completely offline from PMAPS. When using PMAPS, you don't have the complete functionality of Word or Excel in their cloud system. If you want to change certain advance settings on Word, you have to close out of Word on their cloud, open Word offline and make the change, then re-open Word on PMAPS to have it integrated. There is no `file tab in Word or Excel when working from the PMAPS cloud.

I've used this software for the last few years and PMAPs accomplishes what it says it does.

Kommentare: This software helps me with duties of the my position.

Vorteile:

the search feature is the main function that stands out. I maybe that I've been using it for a while but I am able to locate the information that I'm searching for.

Nachteile:

The copy feature I find is really clunky. I find myself not using most of this feature. I simply do a quick copy which does not count the # of uses of the document.

PMAPS is good overall, but there is room for improvement

Kommentare: Pros: The basic functionality of PMAPS works well and does increase efficiency. There are lots of features in the program and most are good, but unfortunately, not quite there yet. PSI is receptive to change and input from clients to improve. Though it may take a while to see the improvements, if at all. Cons: A lot of the workflows, functions and features of PMAPS have not been very well thought out. For example, when Q&A's expire and are sent out to be updated, they are added to Compliance Central, which is fine. The problem is that the same Q&A can be added to Compliance Central many times, so then there are mutliple instances of the same Q&A. When the Q&A is updated, only one instance is removed from Compliance Central. So Compliance Central just gets bigger and bigger and becomes essentially useless. This is a common theme with PMAPS. The basic structure is built, but it is not thought through thoroughly and the end result is a feature that doesn't work as expected. Also, while PMAPS is customizable in certain areas, in other areas, it is not, which can be frustrating. For example, setting certain fields with a different color or showing more than 3 lines in a multi-select field is not difficult. It is simply a change to the CSS file, but PMAPS claims this is too diffcult to do and can't be done. However, I can prove that it can be done and actually do it on my end by apply my own CSS file to the page. Clients shouldn't have to find workarounds to these "limitations." The list of improvements are mostly minor things that enhances the user experience, but the little things matter just as much as the big things because the user encounters the little things over and over again interacting with the program so it is a constant reminder of the pain of working with PMAPS. The goal should be to leave the user with a positive impression, not a negative one. There is a long list of things that can be improved on, but granted, the list does get shorter with each new release, but not always.

PMAPS has enabled us to gain incredible efficiencies.

Kommentare: Efficiency for the entire team and more effective content management.

Vorteile:

Content and proposal management. Ability to update recurring questionnaires with the click of a button.

Nachteile:

Nothing honestly, we use it every day and have highly recommend it. Occasionally we have some formatting issues but they are easily resolved.

Easy to use for Q&A searching

Kommentare: Quick and efficient tool for us to respond to RFP's with easy and intuitive search function.

Vorteile:

It is intuitive, allows for multiple keywords search, multiple languages support. We use this for responding to RFP's with simple search, copy and paste. Works well for us.

Nachteile:

We would like to be able to import and export from spreadsheet, also there is no Wildcard search capability.

PMAPS is relatively user friendly. We use it for proposal generation and for content management.

Kommentare: Good content management. Once built, automation is a nice benefit.

Vorteile:

I think the UI is pretty simple and easy to use. Most of the buttons are clear about their functionality.

Nachteile:

There are several limitations to creating documents from Salesforce. While I understand that there is a need to have PMAPS map fields from Salesforce to PMAPS, I think there should be a tool to allow users to build.

I use PMAPs on a daily basis as our RFP library in order to respond to standard questions.

Kommentare: I am able to perform the daily functions of my job.

Vorteile:

I like that you can set categories and sub-categories to filter by. I also appreciate the save function.

Nachteile:

I wish the search function operated more like a search engine. Often times the results will vary even when the same information is entered.

Very reliable and dependable performance.

Vorteile:

Ease of use. consistent results when using the tool. Predictable results helps train new users to use the application efficiently.

Nachteile:

Mass adding new records and information. Very manual process that requires our admin to touch and modify every new entry

I use PMAPS everyday as my team stores all of our documents here for reference.

Kommentare: We store all of our documents that we work on here and language as IDs in the search tab to search for and use and update along the way.

Vorteile:

I like the overall setup of the site. The search nature on the Search tab and the setup of the page.

Nachteile:

One item that could be improved is the ability to search for words, sentences, phrases, etc. in the dashboard tab. It would be nice to search through old uploaded finalized documents for example the word "municipal bond" to find past documents where this word was used within the document. This is only currently available in the "Search tab" which contains Different ID documents vs. the Dashboard. It would be nice to have the search ability of the search tab in the dashboard tab. Also when I toggle "Webpro filters" it would be nice to search for a filter in the "add new filter" drop down

PMAPs Review for BofAML

Kommentare: The BofAML Institutional RFP Team has been using the PMAPs Proposal Software for over 10 years and its served our needs very well and with each new release it only gets better. Its very reliable, we have never experienced any downtime with the software and it has great automation features which helps save time from both a writer and database manager standpoint.

Vorteile:

Customizable Dashboard view Automation features without having to save document in PMAPs (i.e. Insert Full and Found) Automated templates (Generic Proposals) Robust Filter and sort features (i.e. Filter by topic, SME, ID#, etc. and sort alphabetically/numerically) Robust attribute fields with customization Global attribute features can change one attribute for multiple responses at one time Can download search results into excel Robust Reporting Features No downtime to date PMAPs User Training Guides and Help features Monthly webinars on various topics Customer service relationship very responsive, easy to work with, willing to work with us through issues until resolved, etc.

Nachteile:

There aren't too many cons and the minor issues/annoyances we do have are taken into consideration and usually resolved within a few days or are resolved in the next release.

Easy to use and manage content in the database

Kommentare: Content management is much easier than it was when I started. We went from gathering content from individual proposals and dropping it into a spreadsheet. Then we started using the client-based PMAPS which was a huge improvement. The Cloud-based Web Pro is even better, with enhanced features and functionality. The Customer Support Staff is world-class. They go above and beyond to help resolve issues and make things better for their clients. Highly recommended.

Vorteile:

Content management is quite easy in PMAPS. The Saved Search function allows you to break a huge database into smaller chunks specific to the topic. Filtering is easy and multi-functional. Customer Support is outstanding. The staff is super knowledgeable and responsive. There is much more functionality in the tool than our company currently uses, which is unfortunate for us.

Difficult to Seach - Need to memorize keywords

Kommentare: I use PMAPS every day. When I first started using the software I would spend HOURS trying to locate information. Now, after using PMPAPS for almost 5 years, I have memorized a lot of keywords/doc ID #s so I'm much quicker. However, I wish this was not the case as it is very difficult to train new users. The only way to be able to use this software efficiently is to use it for a long time and learn the tricks. It's not easy to just pick up.

Vorteile:

I like that PMAPS is a single location where I can locate documents of information I need to access for my work. You search using keywords and filters that are customizable.

Nachteile:

The search feature is not user friendly. It is difficult to locate documents. You practically have to memorize different random keywords or know the doc. ID #s by heart in order to locate the document your looking for. I wish the search functioned more like googles.

We only use the library feature of PMAPS. Generally we like how it works.

Kommentare: I would say the best benefit from using this software is having a searchable database of RFP responses.

Vorteile:

The ability to use multiple filters in the library feature of PMAPS. I'm also looking forward to using the short answer/notes section in the coming year. I also really like that as an administrator we can easily add/delete users. That used to be our major hold-up in the past.

Nachteile:

The search function of the library could be better. We often have to dig through multiple responses that are not applicable to our RFP before we can find something that we can use.

My experience using PMAPS to facilitate our RFP responses has been great!

Kommentare: RFP response answers that are up to date and saves time in trying to remember all responses.

Vorteile:

What I like most about the software is it's as close as a Google search without being Google. Without PMAPS I am not sure we would be able to effectively and efficiently write consistent RFP responses. Having PMAPS allows us to write consistently with the same responses . It also helps by allowing us to categorize subject matter areas .

Nachteile:

It's not Google. I can't put in the exact question being asked in RFP's to derive the answer and sometimes it doesn't narrow it down enough to the specifics.

The product works very well for what we need it to.

Kommentare: It makes submitting and sorting and searching RFI's and responses very easy.

Vorteile:

It's easy to sort and view our RFIs on the dashboard. I like the ability to filter as well as sort. I do with we could 'file away' RFI's from last year, but I was given a fine alternative.

Nachteile:

The PMAPS viewer when it is in use affects my Microsoft Word. The viewer is sometimes enlarged is difficult to view/navigate and makes my regular Word do the same. Also when the view is in use, any pop-ups in Word do not work for me (ex. pop for text format, margins, etc). I've reached out to our rep in the past with no response so I don't bother to anymore.

I use this everyday for work, most people I work with have different searching habits.

Kommentare: I am able to find responses to questions daily to complete my work tasks. Some responses are super easy to locate which I love, while others are more difficult to locate, based on the complexity of the question being asked.

Vorteile:

I like the filters and I always look at the number of times a document has be inserted. It's a helpful feature that I have used often.

Nachteile:

Difficult to search through 100s of documents... the key word search is difficult, it would be nice if it was more like a google search.

I use PMAPS everyday for work, easy to navigate but lacks intuitive searches.

Kommentare: Makes my job easier

Vorteile:

I use PMAPS software as a way to store, retrieve, and update high volumes of data. In the past few years I have been using PMAPS I find it makes my job easier. People in my group who are new to PMAPS find it difficult to search and would prefer a google search.

Nachteile:

The unlimited technical fee model needs to be reassessed. Our group is charged a discounted fee which I believe is not reflective of our use of support. In the last 2 years I have not called the Support Group.

PMAPS Customer Review

Kommentare: The product is very versatile and has a great deal of functionality. Sometimes the level of functionality means that it is difficult to navigate your way around it, particularly for new users

Vorteile:

ease of search

Nachteile:

complex for new users to engage with the software as it presents itself in a different way to the way most individuals are use to.

Using PMAPS streamlines our proposal process and increases efficiencies.

Vorteile:

The ability to quickly update content, search and track responses. Every contact with a PMAPs professional is positive, questions are answered almost immediately.

Nachteile:

I would like have the ability scroll down through the dashboard while the column headers remained fixed. For now, the features we use all function without issue.

I use PMAPS everyday and it has definitely helped as far as having everything in one database.

Kommentare: The benefits I get from PMAPS is its ease of use in helping to expedite our proposal processes to ensure a better final document to the end client.

Vorteile:

PMAPS is easy to use and has a lot of sorting capabilities to help you better narrow down the information that you're looking for.

Nachteile:

I hope one day that PMAPS will be able to prepopulate suggested responses for questionnaires to help organizations expedite processes even more.

If I had to do it again, PMAPS would still be my vendor of choice.

Kommentare: Faster turnaround time on client projects;
A more accurate and up-to-date database.

Vorteile:

1. Ease of use and ability to customize to my specific needs. 2. There's usually always more than one way to do something.

Nachteile:

Though not about the software itself, I don't feel there should be charges for additional training (for writer turnover). I feel it should be support that comes with annual license fees.

PMAPS is a valuable resource for me as a business development manager.

Vorteile:

The recent layout changes are more aesthetically pleasing. Its easy to use and navigate the website. Im glad that you don't have to clear the cache anymore. Good improvements and right direction.

Nachteile:

The search functionality is the most difficult part about the software, I wish the search algorithm could be more like google.

The product is very versatile and has a great deal of functionality.

Vorteile:

The fact that PMAPS has collaborative tools and efficient document management are what I like most about the software. Also there are lots of features in the program and most are good.

Nachteile:

The speed is what I like the least because it could move a little faster. Additionally, a lot of the workflows, functions and features of PMAPS have not been very well thought out.

The search functionality in PMAPS is my greatest complaint. An easier Search ability would be great!

Vorteile:

Ease of uploading new documents is great. This is user friendly and easily done. The time it takes to create a new item is minimal.

Nachteile:

The Search Functionality. it is difficult and not user friendly unless you know exactly what you are looking for.