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DO![Docket logo](https://www.google.com/s2/favicons?domain=docket.io&sz=256)

Formerly DocketAI

# Docket review: pricing, features and alternatives (2026)

## Quick answer

Docket is AI-native RFP software for B2B marketing teams that want an AI agent answering product and security questions for website visitors. Pricing starts at $3,000/mo on a usage-based model. Check before buying: Its RFP automation page now redirects to the homepage, and the current help center covers only the website agent.

Website demand agent that started life as an AI sales engineer for RFPs

3.8/5[AI-Native](/categories/ai-native)[RFP Response](/categories/rfp-response)

Reviewed Oct 2026

1 of 70 published profilesNo paid placement[Sources checked: 16](#source-registry)

[Visit Docket](https://www.docket.io)[Compare with Tendrio](/comparisons/docketai-vs-tendrio-2026)

**Key takeaways**
- **Overall score:** 3.8/5 across 9 capability dimensions.
- **Best for:** B2B marketing teams that want an AI agent answering product and security questions for website visitors.
- **Pricing:** [$3,000/mo](/pricing/docketai) on a usage-based basis.
- **Standout strength:** Publishes real prices: $3K/month for Growth and $4K/month for Scale, billed annually.
- **Ecosystem:** 14 integrations; SOC 2 Type I, SOC 2 Type II, ISO 27001.
- **Limitations:** Its RFP automation page now redirects to the homepage, and the current help center covers only the website agent.

![Screenshot of the Docket website](/screenshots/docketai.webp)

Docket · www.docket.io

## The verdict up front

If you landed here looking for an RFP tool called DocketAI, the short answer is that it has moved on. The company now brands itself Docket, docketai.com redirects to docket.io, and the product on sale is an AI agent that sits on your website and turns visitors into booked meetings. The page that used to sell RFP and security-questionnaire automation now redirects to the homepage.

So here’s my honest take: Docket is a real, funded company with a credible security posture and published prices. It is just no longer an RFP response tool you can buy off the shelf. If your problem is a 250-row security questionnaire due Friday, you want a different page in this directory. If your problem is buyers asking security and pricing questions on your website at 11pm with nobody there to answer, keep reading.

## What it used to be, and why that matters

Docket launched as an “AI sales engineer”. TechCrunch’s July 2024 coverage of its $15M Series A describes a tool that helped non-technical sellers get fast answers to technical questions and helped draft RFPs and other technical documents. Founder Arjun Pillai left ZoomInfo in August 2023 to start it, and the article names ZoomInfo and Demandbase as customers.

An archived June 2025 copy of Docket’s RFP automation page makes the old pitch plain. It claimed 200-question RFPs answered in under three minutes, confidence scoring with source attribution, support for multi-tab and unstructured questionnaire files, and a direct invitation to switch from Loopio or Responsive. Treat those as Docket’s own claims from that era; there are no independent numbers behind them that I could find.

Why bring up the history? Because search results and old comparison posts still describe Docket as an RFP tool. Capterra’s listing still says it “auto-fills RFPs and security questionnaires.” The vendor’s current site does not. When the two disagree, the vendor’s own current pages win, and those pages describe a website agent.

## What it actually does today

Docket calls the current product a Demand Agent, or an AI Marketing Agent, depending on which page you read. You add a JavaScript snippet to your site. The agent greets visitors, answers product questions by voice or text, asks qualifying questions, routes the conversation to the right rep and books a meeting. The full transcript and qualification notes then sync to Salesforce or HubSpot.

The use cases on its site are all inbound marketing: website conversion, account-based personalization, paid landing pages, PLG onboarding. There is a “Product Expert Agent” positioned for technical buyers, and Docket’s own LLM summary page says it handles “security reviews, integration requirements, and pricing edge cases” for those visitors. Read that carefully. It means a prospect can ask the agent about your SOC 2 report in a chat window. It does not mean the agent fills in the CAIQ that prospect’s procurement team emailed you.

The help center tells the same story. Its sections cover agent behavior, knowledge sources, widget setup, deployment, analytics and CRM integrations. There is no section on importing a questionnaire or exporting a completed RFP.

## How the knowledge base works

This is the part a response team might still care about. Docket’s answers come from what it calls the Sales Knowledge Lake, a governed knowledge layer that ingests CRM records, Gong call recordings, Slack, Google Drive, Notion, SharePoint and product documentation. The homepage says it draws on 100+ data sources; the integrations page lists named connectors including Seismic, Highspot, Confluence and Zendesk.

Two details are worth noting. First, Docket says its agents answer only from approved material, and when the agent cannot answer confidently it says so and offers a human handoff. That is the right instinct, and it is the same principle you want from any questionnaire tool. Second, the FAQ describes versioning and auditability, so you can see what knowledge the agent was drawing on at a point in time.

What you do not get, based on the current site, is the response-team scaffolding: a project per questionnaire, question assignment to subject-matter experts, a review and approval chain, or export back into the buyer’s file. Docket does document role-based access control and escalation rules, which is governance for the agent, not a workflow for a bid.

## Security and compliance posture

Here Docket is in good shape, and I’ll give it full credit. Its security page states SOC 2 Type I, SOC 2 Type II, ISO 27001 and GDPR, and points to a trust portal at security.docket.io for audit reports and policies. The DPA says production runs on AWS across multiple availability zones. The security page says Docket uses a mix of its own models and OpenAI, and that customer data is not used to train models or shared across customer instances.

The catch for European buyers is residency. Docket’s FAQ says plainly that it does not currently offer EU-specific data residency. The Enterprise plan lists “custom data residency and hosting options,” so ask what that means in practice before you assume it covers you. SSO and SAML also sit on the Enterprise plan only.

The DPA refers you to the trust portal for the full subprocessor list. The portal is a JavaScript app that would not render for me, so request the list during procurement rather than relying on this page.

## Pricing and how to buy it

Credit where due: Docket publishes numbers, which is more than most tools in this directory do. Pricing is set by monthly website visitors, billed annually.

- **Growth:** starting at $3K per month for up to 20,000 monthly visitors, with CRM sync, meeting booking, voice and text, and 7 to 14 days of standard onboarding.
- **Scale:** starting at $4K per month for 20,000 to 100,000 visitors, adding unlimited data sources, multiple agents, Demandbase account targeting and a video avatar.
- **Enterprise:** custom pricing for 100,000+ visitors, adding SSO and custom data residency options.

There is no free trial; the pricing FAQ offers a customized demo built on your own website instead. Every plan routes through “Book a demo,” and implementation is done by Docket’s CS team. One oddity: a page on Docket’s site for prospects who don’t qualify says “minimum pricing starts at $2,000/month,” which doesn’t match the $3K on the pricing page. Confirm the real floor on the call.

For an RFP buyer the bigger point is the meter. You’d be paying for website traffic, not for questionnaires answered or seats used. That only makes sense if the website agent is the thing you actually want.

## Where it falls short

For this directory’s job, the shortfalls are structural rather than cosmetic:

- **It is not marketed as a response tool anymore.** The RFP automation URL redirects to the homepage, and nothing in the current product pages or help center covers questionnaire import or export.
- **The entry price is high for questionnaire work.** $3K a month billed annually is $36K a year before you have answered a single RFP, and that money buys a website agent.
- **No EU-specific residency today,** per Docket’s own FAQ, with custom residency reserved for Enterprise.
- **SSO and SAML are Enterprise-only.**

## Who should shortlist it, and who should skip it

Shortlist Docket if you run marketing or revenue operations at a B2B SaaS or technology company with real inbound traffic (Docket says its sweet spot is 200 to 2,000 employees). It fits best when your sales engineers are tired of answering the same pre-sales security and integration questions. Moving those questions to an agent that answers from approved content might genuinely cut the number of questionnaires that turn into a fire drill, because buyers get answers earlier.

Skip it if you need questionnaires and RFPs answered as documents, or if your buyers are in the EU and residency is a contract term. If you were hoping to find the 2024 AI sales engineer product, that version is not what’s on the price list unless sales tells you otherwise.

## How it sits next to catalog peers

Comparing Docket to response tools is a bit apples and oranges now, but people searching the old name deserve a straight steer.

**[Arphie](/arphie)** is the closest match to what Docket used to be. It drafts RFP and security-questionnaire answers from live connections to sources like Google Drive and SharePoint. Drafts show their sources plus a confidence score. Arphie wins on the actual response workflow. Docket wins if you want those same approved answers delivered to buyers on your website, and it publishes prices where Arphie quotes on request.

**[Tribble](/tribble)** is the other “governed answer layer” pitch. Tribble covers both proposal response and sales answers in Slack and Teams, priced per project and per user respectively. If you liked Docket’s original idea of one knowledge layer serving sellers and proposals, Tribble is the one still selling both halves. Docket’s advantage is that its pricing and certifications are on the public site.

**[Loopio](/loopio)** is the library-first incumbent: tagged, versioned answers and multi-step reviews, quote-only pricing. Docket’s old page openly targeted Loopio customers. Today they don’t compete. Loopio is for the team filling in the questionnaire; Docket is for the team that wants fewer prospects to need one.

**[AutoRFP.ai](/autorfp-ai)** is the accuracy-first tool for writing winning responses in a workflow that is easy to run. It drafts structured Word and Excel RFPs from approved content and exports back into the buyer’s file, on flat plans from $899 a month billed annually. If you are a SaaS or fintech response team, it covers the document job Docket no longer markets. Docket covers the website conversation AutoRFP.ai doesn’t touch. Plenty of companies could reasonably run both.

## What to test in a demo

If you still want to evaluate Docket, go in with a specific list:

1. Ask directly whether RFP or security-questionnaire automation is still sold, to new customers, today. Get the answer in writing.
2. Load your real security documentation and ask the agent ten questions from your last CAIQ. Check every answer against the source.
3. Ask a question your documents don’t cover and confirm it declines and hands off instead of improvising.
4. Ask for the subprocessor list and the current SOC 2 Type II report from the trust portal.
5. If you sell into Europe, ask what Enterprise “custom data residency” means: which region and at what price.
6. Confirm the real minimum price, given the $2K and $3K figures on different pages.
7. Check what the CRM record looks like after a conversation, field by field, in Salesforce or HubSpot.

The one-liner: Docket is a decent website agent with good security paperwork, wearing the old name of an RFP tool. Buy it for the first job, not the second.

## Overview

Docket (formerly DocketAI) now sells an AI marketing agent that qualifies website visitors in conversation and books meetings. Its earlier RFP and security-questionnaire automation page now redirects to the homepage, so treat it as a sales-knowledge tool rather than a response workspace.

## Capability snapshot

Nine jobs, scored 0 (not offered) to 3 (category-leading). Docket is strongest on AI drafting and lightest on DDQs. The same scores feed every comparison table.

- RFPs1/3
- DDQs0/3
- Security questionnaires1/3
- AI drafting2/3
- Answer library2/3
- Source attribution1/3
- Workflow & approvals1/3
- Integrations2/3
- Self-serve onboarding1/3

Strongest: AI draftingLightest: DDQs

## Key features

- Website agent that answers visitor questions by voice or text and books meetings
- Sales Knowledge Lake that ingests CRM records and call recordings plus document stores
- CRM sync of the full conversation into Salesforce or HubSpot
- Says it cannot answer and hands off to a human when the knowledge is missing
- Role-based access control over what the agent can draw on

## Who it's for

Mid-market B2B SaaS and technology marketing teams that want inbound visitors qualified by an agent, not proposal teams filling in RFP grids.

Used by

ZenityWhatfixSybillScreenMeetSouthwest Solutions GroupDemandbase

### Strengths

- Publishes real prices: $3K/month for Growth and $4K/month for Scale, billed annually.
- States SOC 2 Type II and ISO 27001 certification, with a public trust portal.
- Its knowledge layer pulls from Salesforce, HubSpot, Gong, Slack, Google Drive, Notion and SharePoint.

### Limitations

- Its RFP automation page now redirects to the homepage, and the current help center covers only the website agent.
- Entry price is $3K/month billed annually with no free trial, which is steep if you only need questionnaire help.
- Its FAQ says EU-specific data residency is not currently offered; custom residency sits on the Enterprise plan.
- SSO and SAML are listed only on the custom-priced Enterprise plan.

### Where it falls short

Gaps we found in research, each linked to its source.

- Its RFP automation page now redirects to the homepage, and the current product and help center cover a website marketing agent rather than RFP or questionnaire response. [docket.io](https://www.docket.io/solutions/automated-rfp-responses), 2026-10
- Plans start at $3K a month billed annually (Growth, up to 20,000 monthly visitors), and the pricing FAQ says no free trial is available. [docket.io](https://www.docket.io/pricing), 2026-10
- Its FAQ says EU-specific data residency is not currently offered; custom residency and hosting options are listed only on the Enterprise plan. [docket.io](https://www.docket.io/faqs), 2026-10
- SSO and SAML integration are listed only on the custom-priced Enterprise plan for 100,000+ monthly visitors. [docket.io](https://www.docket.io/pricing), 2026-10

## Security: ISO 27001, SOC 2, and regional hosting

A security review of Docket usually starts with three questions: ISO 27001, SOC 2, and whether you can keep data in the US or the EU. We only mark a yes when a public vendor page supports it.

ISO 27001

ISO 27001 [docket.io](https://www.docket.io/platform/security-and-trust), 2026-10

SOC 2

SOC 2 Type I and Type II [docket.io](https://www.docket.io/platform/security-and-trust), 2026-10

US hosting

Not listed 

EU hosting

Not listed 

The Docket FAQ says EU-specific data residency is not currently offered.

Docket runs on AWS with multiple availability zones per its DPA. Its FAQ says EU-specific residency is not currently offered, while the Enterprise plan lists custom data residency and hosting options.

## Slack, Teams and the rest of the stack

Docket collaboration is only as useful as the chat tools your SMEs already live in. Slack and Microsoft Teams are the two that matter on a live questionnaire.

Slack

Slack [docket.io](https://www.docket.io/integrations), 2026-10

Microsoft Teams

Microsoft Teams [docket.io](https://www.docket.io/integrations), 2026-10

Also listed

SalesforceHubSpotGongGoogle DriveSharePointConfluenceNotionSeismicHighspotZendeskIntercomZoom

## Subprocessors

For Docket, start with the big three clouds (AWS, Azure, GCP), then look at niche processors that touch answer content, call a third-party model, or record sessions.

AWS, Azure, GCP

AWS

- **Amazon Web Services:** Data center and production hosting [docket.io](https://www.docket.io/dpa)
- **OpenAI:** Language model processing alongside Docket models [docket.io](https://www.docket.io/platform/security-and-trust)

The DPA points to the trust portal (security.docket.io) for the full subprocessor list; request it before signing.

### Topics

[AI Native](/tags/ai-native)[Technology & SaaS](/industries/software-saas)[Sales](/tags/sales)[CRM](/tags/crm)[Enterprise](/tags/enterprise)

### Pricing and value

[How much does Docket cost?](/pricing/docketai)

Docket uses usage-based pricing, starting at $3,000/mo Priced on monthly website visitors and billed annually: Growth starts at $3K/month for up to 20,000 visitors and Scale at $4K/month for up to 100,000; Enterprise is custom. No free trial.

On our capability model it scores 3.8 out of 5 across 9 dimensions. Weigh that against B2B marketing teams that want an AI agent answering product and security questions for website visitors to judge whether the price fits the job.

Pricing and details verified Oct 2026\. Confirm on the vendor's site before you buy.

## Who should pick Docket, and who should skip it

**Pick it if** you fit this profile: mid-market B2B SaaS and technology marketing teams that want inbound visitors qualified by an agent, not proposal teams filling in RFP grids. Where it earns its place: Publishes real prices: $3K/month for Growth and $4K/month for Scale, billed annually.

**Look elsewhere if** this limitation is a deal-breaker: Its RFP automation page now redirects to the homepage, and the current help center covers only the website agent. Also look around if ddqs is central to how you work (0/3 here). In that case, one of the [Docket alternatives](/alternatives/docketai) may fit better.

## Bottom line

Best use case in one line: B2B marketing teams that want an AI agent answering product and security questions for website visitors.

**Considering Docket?**

Teams evaluating Docket often also compare [Docket vs Tendrio](/comparisons/docketai-vs-tendrio-2026), and [Docket vs Bidara](/comparisons/bidara-vs-docketai-2026), or browse [Docket alternatives](/alternatives/docketai).

### Similar tools

Loopio, AutoRFP.ai, and Responsive come first as category benchmarks, followed by the closest peers on the job Docket is hired for (shared categories and tags, plus aligned capabilities). The snapshot above already scores each job. The notes below say where each tool is stronger, lighter, or a match.

[**Loopio**](/loopio) (4.6/5, Custom (\~$20K+/yr est.)). Best for large enterprise teams with high response volume and a mature content library. Matches Docket on AI drafting, and leads on RFPs and DDQs. Audience: Teams in SaaS, tech, financial services, and healthcare answering high volumes of RFPs, RFIs, DDQs, and security questionnaires. Watch-out: No public prices: the entry Foundations plan includes 10 seats, and multi-step reviews start one tier up on Enhanced.

[**AutoRFP.ai**](/autorfp-ai) (4.9/5, $899/mo). Best for software and finance teams answering structured RFPs in Word and Excel who want accuracy-first drafts, responses written to win, and a workflow that is easy to run. Leads Docket on RFPs, DDQs, and AI drafting. Audience: Software and finance response teams whose RFPs come in as Word or Excel files and who want accuracy-first drafts, winning responses with every line cited to a source, a person, or the AI, and a workflow that is easy to run. Watch-out: Built for structured, source-cited answers rather than creative writing on long-form responses. For persuasive multi-page narrative, AutogenAI is built for that prose job.

[**Responsive**](/responsive) (4.6/5, $10,000 (Emerging edition)). Best for enterprise teams with complex approval chains and heavy integration requirements. Matches Docket on AI drafting, and leads on RFPs and DDQs. Audience: Enterprise sales and proposal teams that need the widest workflow across RFPs, RFIs, DDQs, and security questionnaires. Watch-out: Quoted by edition, user count, and add-ons, with a 12-month minimum term as standard and no free trial.

[**Iternal**](/iternal) (4.0/5, Custom). Best for government, defense, and enterprise teams that need AI running fully on their own infrastructure. Matches Docket on AI drafting, and leads on RFPs and DDQs. Audience: Regulated and classified environments that cannot use cloud AI and want local deployment plus strategy help. Watch-out: Waypoint discovery covers US public-sector sources only (SAM.gov, Grants.gov and similar).

[**Steerlab**](/steerlab) (4.2/5, Custom). Best for B2B software presales teams that want sourced AI drafts on RFPs and security questionnaires without curating a Q&A library by hand. Matches Docket on AI drafting, and leads on RFPs and DDQs. Audience: Presales and proposal teams at B2B software companies (security teams too), especially EU-based ones that want their data hosted in Europe. Watch-out: No public price list: the pricing URL returns a 404, so every paid plan is quoted after a demo.

[**Anchor**](/anchor-ai) (4.3/5, $125,000/yr). Best for enterprise sales and presales teams answering long, technical RFPs who want every teammate in the tool without seat fees. Matches Docket on AI drafting, and leads on RFPs and DDQs. Audience: Enterprise B2B teams where solutions engineers and security staff share the RFP and questionnaire load across messy Excel and PDF formats. Watch-out: The only public price is a $125,000 Enterprise Plan for a 12-month contract on AWS Marketplace, sized on about 150 questions per opportunity.

[LO![Loopio logo](https://www.google.com/s2/favicons?domain=loopio.com&sz=256)LoopioContent-library-first RFP response managementRFP ResponseDDQSecurity QuestionnairesLoopio is an established RFP response management platform built around a tagged, versioned answer library and multi-step review workflows. Loopio says more than 1,700 companies use it.from Custom (\~$20K+/yr est.)4.6](/loopio)[AU![AutoRFP.ai logo](https://www.google.com/s2/favicons?domain=autorfp.ai&sz=256)AutoRFP.aiAccuracy-first, AI-native, source-grounded platform for RFPs, security questionnaires, and DDQsRFP ResponseDDQAI-NativeAutoRFP.ai is the accuracy-first platform for writing winning responses to RFPs, security questionnaires, and DDQs. Every answer is written from content your team has approved and shows the sources behind it, in a workflow that is easy to run: the library files each approved answer on its own.from $899/mo4.9](/autorfp-ai)[RE![Responsive logo](https://www.google.com/s2/favicons?domain=responsive.io&sz=256)ResponsiveEnterprise response management from intake to submissionRFP ResponseDDQSecurity QuestionnairesResponsive (formerly RFPIO) is a dedicated response-management platform covering RFPs, DDQs, and security questionnaires with a wide intake-to-submission workflow.from $10,000 (Emerging edition)4.6](/responsive)[IT![Iternal logo](https://www.google.com/s2/favicons?domain=iternal.ai&sz=256)IternalLocal, secure enterprise AI for regulated workAI-NativeRFP ResponseProposal ManagementIternal is an enterprise AI platform with fully local, secure deployment, used for RFP and RFI drafting and other B2B sales documents in government, defense, and Fortune 500 settings.from Custom4.0](/iternal)[ST![Steerlab logo](https://www.google.com/s2/favicons?domain=steerlab.ai&sz=256)SteerlabParis-built AI for RFPs and security questionnaires, with a self-maintaining libraryRFP ResponseSecurity QuestionnairesAI-NativeSteerlab is a Paris-based, AI-native platform that drafts sourced answers to RFPs and security questionnaires for B2B presales teams. It pairs drafting with a content library that cleans itself up, plus a Go/No-Go agent for bid decisions.from Custom4.2](/steerlab)[AN![Anchor logo](https://www.google.com/s2/favicons?domain=getanchor.ai&sz=256)AnchorAI-native response platform for complex enterprise RFPs and questionnairesRFP ResponseDDQSecurity QuestionnairesAnchor is an AI-native platform for RFPs and security questionnaires, with DDQs in scope too, built for presales and security teams on complex enterprise deals. It drafts cited answers from a self-maintaining knowledge base and sells on unlimited seats, with its one public price on AWS Marketplace.from $125,000/yr4.3](/anchor-ai)

## Sources behind this Docket review

Every page we read for the Docket profile, with the month it was last checked. Anything without a source is shown as not publicly disclosed. Spot an outdated fact? Send it from the [corrections page](/corrections).

Pricing

- [docket.io/pricing](https://www.docket.io/pricing)Checked Oct 2026 · Pricing model · Starting price · Free tier · Plan tiers · Pricing note · Limitation · Self-serve onboarding score · Integrations · Named customers

Security and compliance

- [docket.io/platform/security-and-trust](https://www.docket.io/platform/security-and-trust)Checked Oct 2026 · ISO 27001 · SOC 2 · Subprocessors · Certifications · Workflow & approvals score
- [docket.io/faqs](https://www.docket.io/faqs)Checked Oct 2026 · Hosting · Source attribution score · Limitation
- [docket.io/dpa](https://www.docket.io/dpa)Checked Oct 2026 · Subprocessors

Product and integrations

- [web.archive.org/web/20250619225854/https://www.docket.io/soluti…](https://web.archive.org/web/20250619225854/https://www.docket.io/solutions/automated-rfp-responses)Checked Oct 2026 · RFPs score
- [help.docket.io](https://help.docket.io/)Checked Oct 2026 · DDQs score
- [docket.io/llm-info](https://www.docket.io/llm-info)Checked Oct 2026 · Security questionnaires score · AI drafting score · Answer library score · Named customers · Parent company
- [docket.io/integrations](https://www.docket.io/integrations)Checked Oct 2026 · Integrations score · Integrations · Slack · Microsoft Teams
- [docket.io/case-study/zenity](https://www.docket.io/case-study/zenity)Checked Oct 2026 · Named customers
- [docket.io/case-study/sybill](https://www.docket.io/case-study/sybill)Checked Oct 2026 · Named customers
- [docket.io/case-study/screenmeet](https://www.docket.io/case-study/screenmeet)Checked Oct 2026 · Named customers
- [docket.io/case-study/southwest-solutions-group](https://www.docket.io/case-study/southwest-solutions-group)Checked Oct 2026 · Named customers
- [techcrunch.com/2024/07/25/zoominfo-alum-raises-15m-for-startup-…](https://techcrunch.com/2024/07/25/zoominfo-alum-raises-15m-for-startup-that-builds-ai-sales-engineers)Checked Oct 2026 · Named customers · Founded
- [docket.io/about-us](https://www.docket.io/about-us)Checked Oct 2026 · Headquarters
- [docket.io/blog/announcing-our-dollar15m-series-a-bringing-us-cl…](https://www.docket.io/blog/announcing-our-dollar15m-series-a-bringing-us-closer-to-our-mission-of-revolutionizing-revenue-enablement)Checked Oct 2026 · Funding
- [docket.io/solutions/automated-rfp-responses](https://www.docket.io/solutions/automated-rfp-responses)Checked Oct 2026 · Limitation

Third-party reviews

- No review-site source recorded.

## Frequently asked questions

Does Docket still automate RFPs and security questionnaires?

Not as a marketed product. Its RFP automation page now redirects to the homepage, and the current site, pricing and help center describe a website marketing agent. Ask sales directly if you need questionnaire work.

Why is Docket priced on website traffic?

Because the current product is a website agent. Plans are set by monthly visitors (Growth up to 20,000, Scale up to 100,000), not by seats or by the number of RFPs you answer.

What is Docket?

Docket (formerly DocketAI) now sells an AI marketing agent that qualifies website visitors in conversation and books meetings. Its earlier RFP and security-questionnaire automation page now redirects to the homepage, so treat it as a sales-knowledge tool rather than a response workspace. In this directory it sits under AI-Native, RFP Response.

How much does Docket cost?

Docket uses usage-based pricing starting at $3,000/mo. Priced on monthly website visitors and billed annually: Growth starts at $3K/month for up to 20,000 visitors and Scale at $4K/month for up to 100,000; Enterprise is custom. No free trial.

Does Docket have a free plan or trial?

No. Docket does not advertise a free plan, so expect a demo or quote on its usage-based pricing.

What does Docket do best?

Publishes real prices: $3K/month for Growth and $4K/month for Scale, billed annually. States SOC 2 Type II and ISO 27001 certification, with a public trust portal.

What are the main limitations of Docket?

Its RFP automation page now redirects to the homepage, and the current help center covers only the website agent. Entry price is $3K/month billed annually with no free trial, which is steep if you only need questionnaire help. Its FAQ says EU-specific data residency is not currently offered; custom residency sits on the Enterprise plan. SSO and SAML are listed only on the custom-priced Enterprise plan.

Who should use Docket?

Mid-market B2B SaaS and technology marketing teams that want inbound visitors qualified by an agent, not proposal teams filling in RFP grids.

Does Docket handle RFPs, DDQs, and security questionnaires?

Docket RFPs, DDQs, and security questionnaires are a limited fit. Mid-market B2B SaaS and technology marketing teams that want inbound visitors qualified by an agent, not proposal teams filling in RFP grids.

What integrations and certifications does Docket list?

Docket lists Salesforce, HubSpot, Gong, Slack, Microsoft Teams, Google Drive, SharePoint, Confluence, Notion, Seismic, Highspot, Zendesk, Intercom, Zoom. Certifications on file: SOC 2 Type I, SOC 2 Type II, ISO 27001.

Does Docket have ISO 27001, SOC 2, and US or EU hosting?

Docket ISO 27001: ISO 27001\. SOC 2: SOC 2 Type I and Type II. US hosting: Not listed. EU hosting: Not listed. Slack: Slack. Microsoft Teams: Microsoft Teams. Big-three clouds listed: AWS. Confirm on the vendor site before a security review.

Comparisons

[DO![Docket logo](https://www.google.com/s2/favicons?domain=docket.io&sz=128)vsTE![Tendrio logo](https://www.google.com/s2/favicons?domain=tendrio.ai&sz=128)Docket vs Tendrio](/comparisons/docketai-vs-tendrio-2026)[BI![Bidara logo](https://www.google.com/s2/favicons?domain=bidara.ai&sz=128)vsDO![Docket logo](https://www.google.com/s2/favicons?domain=docket.io&sz=128)Bidara vs Docket](/comparisons/bidara-vs-docketai-2026)

[View all comparisons →](/comparisons)

Questions this tool qualifies for

- [How does AI RFP software prevent hallucinations?](/questions/how-does-ai-rfp-software-prevent-hallucinations)
- [Which RFP software supports SSO and role-based access?](/questions/which-rfp-software-supports-sso-and-role-based-access)
- [Which RFP software has the best Salesforce integration?](/questions/which-rfp-software-has-the-best-salesforce-integration)
- [Which RFP software integrates with HubSpot?](/questions/which-rfp-software-integrates-with-hubspot)
- [Which RFP software can generate answers from SharePoint or Google Drive?](/questions/which-rfp-software-can-generate-answers-from-sharepoint-or-google-drive)
[All buyer questions](/questions)

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