About 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.

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

Devices

Business size

S M L

Markets

Canada, United States

Supported Languages

Dutch, English, French, German, Italian, Spanish

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

Images

PROACTIS Software - Proactis approval management
PROACTIS Software - Proactis homepage
PROACTIS Software - Proactis submit expenses
View 4 more
PROACTIS video
PROACTIS Software - Proactis approval management
PROACTIS Software - Proactis homepage
PROACTIS Software - Proactis submit expenses

Features

Total features of PROACTIS: 97

  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Auction Management
  • Audit Management
  • Audit Trail
  • Bid Management
  • Billing & Invoicing
  • Budget Control
  • Budget Management
  • Budgeting/Forecasting
  • Cash Flow Management
  • Cataloging/Categorization
  • Categorisation/Grouping
  • Collaboration Tools
  • Compliance Management
  • Configurable Workflow
  • Contract/License Management
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Visualization
  • Document Management
  • Document Storage
  • Duplicate Payment Alert
  • Electronic Payments
  • Expense Claims
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Fixed Asset Management
  • Global Sourcing Management
  • Invoice Management
  • Invoice Processing
  • Mobile Access
  • Monitoring
  • Multi-Currency
  • Multi-Location
  • Offboarding
  • Onboarding
  • Order Management
  • Order Processing
  • Order Tracking
  • PO Reconciliation
  • Performance Management
  • Performance Metrics
  • Procurement Management
  • Project Management
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Purchasing Reports
  • Quotes/Estimates
  • RFP Creation
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Receipt Management
  • Receiving/Putaway Management
  • Recurring Payments
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Requisition Management
  • Rfx Management
  • Rules-Based Workflow
  • Search/Filter
  • Self Service Portal
  • Single Sign On
  • Sourcing Management
  • Spend Analysis
  • Spend Control
  • Spend Management
  • Status Tracking
  • Summary Reports
  • Supplier Management
  • Supplier Qualification
  • Supplier Risk Management
  • Supplier Web Portal
  • Task Management
  • Template Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Transaction History
  • User Management
  • Vendor Management
  • Vendor Master Data Management
  • Workflow Management

Alternatives

Workday Strategic Sourcing

4,7
#1 Alternative to PROACTIS
Workday Strategic Sourcing is an RFP solution designed to help procurement teams across a wide range of markets to...

Zumen

0
#2 Alternative to PROACTIS
Zumen is an all-inclusive platform to manage the complexities of NPD Sourcing and provide visibility to all the...

Tradogram

4,5
#3 Alternative to PROACTIS
Cloud-based procurement management software for managing direct and indirect purchases. Companies save an average of...

ProcurementExpress.com

4,7
#4 Alternative to PROACTIS
Easy to use Purchase Approval System for Small Business CFOs. Employees can raise purchase requests against predefined...

Reviews

Overall rating

4,4 /5
(13)
Value for Money
4/5
Features
4,2/5
Ease of Use
4,1/5
Customer Support
4,5/5

Already have PROACTIS?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 13
Jean M.
Overall rating
  • Industry: Restaurants
  • Company size: 1 001-5 000 Employees
  • Used Monthly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Savings and Customer Support

Reviewed on 2020/01/17

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

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.

Alternatives Considered

Workday Strategic Sourcing

Reasons for Switching to PROACTIS

The other companies did not seem to have the same level of support.
Ken G.
Overall rating
  • Industry: Retail
  • Company size: 10 000+ Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Proactis User since 2009

Reviewed on 2019/12/23

Proactis helps me drive serious, measurable results...and does so without a significant time...

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.

David P.
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 10 000+ Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

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

Reviewed on 2018/02/22

none

none

Cons

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

Eyüp Ö.
Overall rating
  • Industry: Financial Services
  • Company size: Self Employed
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Proactis

Reviewed on 2022/04/19

Customer service is very understanding. They help with any problem and distress

Customer service is very understanding. They help with any problem and distress

Pros

They are very good at customer support. They helped me right away when there was a problem.

Cons

They need to improve the interface a bit and other tools should be added besides the existing ones.

Meghan C.
Overall rating
  • Industry: Retail
  • Company size: 10 000+ Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great Partner

Reviewed on 2019/12/20

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.

Showing 5 reviews of 13 Read all reviews

PROACTIS FAQs

Below are some frequently asked questions for PROACTIS.

PROACTIS offers the following pricing plans:

  • Pricing model: Subscription
  • Free Trial: Not Available

Contact Proactis for further details on pricing.

PROACTIS has the following typical customers:

51-200, 201-500, 501-1 000, 1 001-5 000

PROACTIS supports the following languages:

Dutch, English, French, German, Italian, Spanish

PROACTIS supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

PROACTIS integrates with the following applications:

Acumatica, AutoServe1, CDK Drive, CareTracker, Cerner Millennium, Cerner PowerChart Ambulatory EHR, Dealertrack DMS, Epicor, Epicor CMS, Epicor Distribution, Epicor Vision, Infor10, JD Edwards EnterpriseOne, Lawson M3 Enterprise Management System, Lawson S3 Financial Management, Lawson Workforce Management, MEDITECH EHR, Microsoft 365, Microsoft Azure, Microsoft Dynamics GP, Microsoft Excel, Microsoft Outlook, Microsoft Word, NetSuite, Oracle JDeveloper, Oracle PeopleSoft, PENTA, PentaQuest, QuickBooks, QuickBooks Commerce, Quickbooks Pro, RT QuickBooks, SAP ERP, SageMailer, SageSURPASS, SageTalk, Sagenda, UNIT4 ERP, UNIT4 Financials, Unit4 ERPx, ViewPoint, Viewpoint, ViewpointMobile, insightworks Viewpoint

PROACTIS offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep)

Related categories

See all software categories found for PROACTIS.