---
title: Introduction to RapidDocs
description: "RapidDocs is the RocketDocs feature for generating customized, on-brand Word proposals and PowerPoint decks from reusable templates. An administrator builds a template once, defining the cover page, a guided questionnaire, a linked content library, and input fields. A field user then answers a short questionnaire and produces a finished, polished document in minutes.\n\nThis overview explains what RapidDocs does, how the pieces fit together, and the order to follow through the rest of the guides in this section."
---
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# Introduction to RapidDocs
RapidDocs is the RocketDocs feature for generating customized, on-brand Word proposals and PowerPoint decks from reusable templates. An administrator builds a template once, defining the cover page, a guided questionnaire, a linked content library, and input fields. A field user then answers a short questionnaire and produces a finished, polished document in minutes.
This overview explains what RapidDocs does, how the pieces fit together, and the order to follow through the rest of the guides in this section.
### What you can do with RapidDocs
- Start from branded cover pages and styles by uploading your own Word or PowerPoint files.
- Guide users through a questionnaire built from sections, questions, and comments, with conditional logic so follow-up questions appear only when they are relevant.
- Link reusable content to questionnaire answers, control its insertion order, and set rules so optional content is included only when the matching answer is selected.
- Collect information at generation time with placeholders, and auto-fill customer details with attributes that flow in from your projects and CRM.
- Generate output as Word, PowerPoint, Zip, or PDF, depending on how editable the final file should be.
- Generate a document on its own or directly from a project.
- Track activity with usage history, an audit trail, and team notes.
- Control access with role-based permissions for administrators and field users.
### How it works
Building and using a RapidDoc follows four stages:
- **Set up permissions.** Grant administrator access to the people who build templates, and field user access to the people who generate documents.
- **Build the template.** Add your cover page and settings, then create the questionnaire that end users will answer.
- **Add and configure content.** Link content to questionnaire answers, set insertion rules, and add placeholders and attributes.
- **Generate documents.** Complete the questionnaire and produce the finished file, either on its own or from a project.
### Getting set up
1. [**RapidDocs User Management.**](https://support.rocketdocs.com/en-us/knowledgebase/rapiddocs-user-management?hsLang=en-us) Assign the two permissions needed to build and generate RapidDocs: administrator access for template management, and field user access for document generation.
### Building a template
1. [**Creating a New RapidDoc Template: Summary Tab.**](https://support.rocketdocs.com/en-us/knowledgebase/rapiddocs-creating-a-new-rapiddoc-template-summary-tab?hsLang=en-us) Set the title, description, and file type, upload a branded cover page, and manage group access and delivery options.
2. [**Creating a New RapidDoc Template: Questionnaire Tab.**](https://support.rocketdocs.com/en-us/knowledgebase/rapiddocs-creating-a-new-rapiddoc-template-questionnaire-tab?hsLang=en-us) Build the questionnaire with sections, questions, and answer choices, and add visibility rules for dependent questions.
3. [**Linking Content to a RapidDoc Questionnaire.**](https://support.rocketdocs.com/en-us/knowledgebase/4.1-rapiddocs-content-menu-linking-content?hsLang=en-us)Search for and link content records, and control the exact order in which they are inserted.
4. [**Applying Selection Rules to Optional Content.**](https://support.rocketdocs.com/en-us/knowledgebase/rapiddocs-applying-selection-rules-to-optional-content?hsLang=en-us) Map optional content to a specific section, question, and answer so it appears only when that answer is selected.
5. [**Configuring Placeholders and Attributes.**](https://support.rocketdocs.com/en-us/knowledgebase/rapiddocs-configuring-placeholders-and-attributes-in-the-customization-menu?hsLang=en-us)Add type-in placeholder fields and link attributes that auto-fill from trusted data sources.
### Managing a template
1. [**Viewing Template Usage History.**](https://support.rocketdocs.com/en-us/knowledgebase/rapiddocs-viewing-template-usage-history?hsLang=en-us)Review a complete record of every time a template has been used, including client, creator, date, and status.
2. [**Reviewing Template Changes in the Audit Trail.**](https://support.rocketdocs.com/en-us/knowledgebase/rapiddocs-reviewing-template-changes-in-the-audit-trail-menu?hsLang=en-us) See a full history of all changes made to a template.
3. [**Adding Team Notes.**](https://support.rocketdocs.com/en-us/knowledgebase/rapiddocs-adding-template-notes?hsLang=en-us)Add notes to share information with the template's team.
### Generating documents
1. [**Generating a RapidDoc Proposal.**](https://support.rocketdocs.com/en-us/knowledgebase/rapiddocs-generating-a-document?hsLang=en-us)Select a template, complete the required fields and questionnaire, choose an output type, and retrieve the finished document.
2. [**Generating a Document from a Project.**](https://support.rocketdocs.com/en-us/knowledgebase/rapiddocs-generating-a-document-from-a-project?hsLang=en-us) Produce a RapidDoc directly from a project, with attributes flowing in automatically.
> **Need help?**
>
> RapidDocs includes many additional features beyond the basics covered in these guides. For help getting the most out of the tool, reach out to your Customer Success Manager.
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