Proactis

Procurement solution for managing purchases

4,3 /5 (12 reviews) Write a Review!

Proactis Overview

What is Proactis?

Proactis is an integrated spend management solution that allows businesses to monitor the expenditure of sourcing projects and streamline procurement processes. With the administrative dashboard, professionals can get an overview of ongoing tasks and generate analytical reports.

Proactis enables teams to retrieve project information from the database and share confidential documents with team members. Enterprises can create personalized profiles for vendors with details such as registration number, sales data, certifications, contact information, and specialties. Moreover, it lets users create requests for proposals (RFPs) in compliance with industry regulations and receive automated alerts before contract renewal dates.

Proactis facilitates integration with various third-party ERP applications such Microsoft Dynamics, Unit4, SAP, Oracle, Coda, and more. The solution can be deployed on-premise or hosted in the cloud. Using its workforce module, employees can fill in timesheets electronically and request approvals from managers. It also helps businesses manage the entire invoice lifecycle, from new registrations to payment processing.

Proactis allows enterprises to create budgets in Excel documents and define them based on departments, cost types or commodity groups. Professionals can allocate cost centers to individual users or groups and monitor employees’ claim submissions and reimbursement requests. Managers can extract invoice details from scanned images and automatically create electronic records, which can be coded, authorized, and approved by finance departments.

Proactis Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Contact Proactis for pricing details.


Proactis Features

Devices
Business size
S M L
Markets
United States, Canada
Supported Languages
English

Media

Proactis approval management
Proactis homepage
Proactis submit expenses
Proactis video Proactis screenshot: Proactis approval management Proactis screenshot: Proactis homepage Proactis screenshot: Proactis submit expenses

Proactis Reviews

Proactis Reviews

Overall rating
4,3
/
5
Excellent
7

Very good
4

Average
0

Poor
0

Terrible
1

Value for Money
4
Features
4,1
Ease of Use
4
Customer Support
4,4
92% recommended this app
Jean M.

Savings and Customer Support

We have been partners with Proactis for several years and we anticipate continuing the relationship for several more years.


Ken G.

Proactis User since 2009

Proactis helps me drive serious, measurable results...and does so without a significant time investment from the user (me). Their customer service is at a level that every service oriented business should strive to reach. And most importantly, the ROI we see from the Proactis solution can best be described as absurdly high.


David P.

Not that good to be honest. Very difficult to use.

none


Meghan C.

Great Partner


Sue B.

Proactis Bookends


Jean M.
Industry: Restaurants
Company size: 1 001-5 000 Employees

Savings and Customer Support

Used Monthly for 2+ years
Reviewed on 2020/01/17
Review Source: Capterra

We have been partners with Proactis for several years and we anticipate continuing the relationship for several more years.

Pros

What we really like about Proactis is the combination of event software and the customer support. The folks at Proactis who run the events are very helpful and knowledgeable. They are instrumental in collecting all of the vendor information necessary for each event.

Cons

The results are easy to decipher, but I'm not sure how easily we would navigate the event software from start to finish, without their support.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Ken G.
Industry: Retail
Company size: 10 000+ Employees

Proactis User since 2009

Used Weekly for 2+ years
Reviewed on 2019/12/23
Review Source: Capterra

Proactis helps me drive serious, measurable results...and does so without a significant time investment from the user (me). Their customer service is at a level that every service oriented business should strive to reach. And most importantly, the ROI we see from the Proactis solution can best be described as absurdly high.

Pros

First, let me start by saying that web platforms with fancy options and features amount to nothing if you can't figure out how to use them - and ease of use this is one of the areas in which Proactis really shines. The software is very intuitive and user-friendly; A new user can begin effectively navigating the site without being given more than the URL, a sign-on and a password.
As far as the fancy options and features there are plenty! Proactis continuously engages it's users for feedback on what they would like to see changed or added. The technology is user driven, and the end result is features that are meaningful and maximize bottom line savings.

Cons

Because user feedback is utilized to update the software, any there really isn't anything I don't like about the Proactis solution.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

David P.
Industry: Health, Wellness & Fitness
Company size: 10 000+ Employees

Not that good to be honest. Very difficult to use.

Used Weekly for 2+ years
Reviewed on 2018/02/22
Review Source: Capterra

none

Cons

Every single process of the contract is extremely `long-winded and complex. It is not user friendly or intuitive.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 0.0/10

Meghan C.
Industry: Retail
Company size: 10 000+ Employees

Great Partner

Used Daily for 2+ years
Reviewed on 2019/12/20
Review Source: Capterra

Pros

I like that is hold all information from events we have run and makes it easy to look back if needed. I also like how each event is easy to navigate.

Cons

Could be a little more user friendly. The site sometimes feels outdated and could be updated however it does not slow down the work being done. Sometimes when running a reverse auction, the quote screen jumps all over the place if there are a lot of line items and players participating which makes it hard to keep track of what is happening.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Sue B.
Industry: Government Administration
Company size: 51-200 Employees

Proactis Bookends

Used Daily for 2+ years
Reviewed on 2019/12/31
Review Source: Capterra

Pros

The best part of the software is the ability we have to customize landing pages and forms to meet the needs of our customers, and the different vendors we have catalogs for.

Cons

The usability of this software is what I like least about using Proactis. The software could benefit from some major UI testing and feedback. Key icons are very small and/or hidden.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

User recommendation
8,3/10
Based on 12 user ratings
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Proactis Pricing

Proactis Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Contact Proactis for pricing details.

Contact Proactis for pricing details.

Value for Money
4/5
Based on 12 user ratings
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Proactis Features

Proactis Features

API
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Inventory Management
Inventory Tracking
Monitoring
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4,1/5
Based on 12 user ratings
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Categories

Additional information for Proactis

Additional information for Proactis

Key features of Proactis

  • Auction Management
  • Budgeting
  • Catalog Management
  • Compliance Management
  • Contract Management
  • Customizable Templates
  • Fixed Asset Management
  • Inventory Management
  • Invoice Processing
  • Purchase Order Management
  • Requisition Management
  • Supplier Management
  • Supplier Qualification
  • Template Management
  • Workflow management

Proactis FAQs

Proactis FAQs

Below are some frequently asked questions for Proactis.

Q. What type of pricing plans does Proactis offer?

Proactis offers the following pricing plans:

Pricing model: Subscription

Free Trial: Not Available

Contact Proactis for pricing details.

Q. What are the main features of Proactis?

Proactis offers the following features:

  • Auction Management
  • Budgeting
  • Catalog Management
  • Compliance Management
  • Contract Management
  • Customizable Templates
  • Fixed Asset Management
  • Inventory Management
  • Invoice Processing
  • Purchase Order Management
  • Requisition Management
  • Supplier Management
  • Supplier Qualification
  • Template Management
  • Workflow management

Q. Who are the typical users of Proactis?

Proactis has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Q. What languages does Proactis support?

Proactis supports the following languages:

English

Q. What type of pricing plans does Proactis offer?

Proactis has the following pricing plans:

Subscription

Q. Does Proactis support mobile devices?

Proactis supports the following devices:

Android, iPhone, iPad

Q. What other apps does Proactis integrate with?

Proactis integrates with the following applications:

SAP Cloud ERP Suite, WISH

Q. What level of support does Proactis offer?

Proactis offers the following support options:

Phone Support, FAQs, Knowledge Base, Video Tutorials