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.

Devices

Business size

S M L

Markets

Canada, United States

Supported Languages

English

Images

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

Features

Total features of PROACTIS: 72

  • Access Controls/Permissions
  • Activity Dashboard
  • Administrative Reporting
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Auction Management
  • Audit Management
  • Audit Trail
  • Budget Control
  • Budget Management
  • Budgeting/Forecasting
  • Built-In Database
  • Cataloging/Categorization
  • Claims Management
  • Collaboration Tools
  • Compliance Management
  • Contract Drafting
  • Contract/License Management
  • Customizable Reports
  • Customizable Templates
  • Data Capture and Transfer
  • Data Import/Export
  • Data Storage Management
  • Duplicate Payment Alert
  • Electronic Payments
  • Email Invitations & Reminders
  • Expense Claims
  • Fixed Asset Management
  • Fraud Detection
  • Global Sourcing Management
  • Inventory Management
  • Invoice Management
  • Invoice Processing
  • Mobile Alerts
  • Monitoring
  • Multi-Currency
  • Onboarding
  • PO Reconciliation
  • Performance Management
  • Performance Metrics
  • Procurement Management
  • Project Accounting
  • Project Management
  • Project Templates
  • Projections
  • Purchase Order Management
  • Purchasing Reports
  • Real Time Reporting
  • Receiving/Putaway Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Requisition Management
  • Rfx Management
  • Secure Data Storage
  • Self Service Portal
  • Sourcing Management
  • Spend Analysis
  • Spend Control
  • Spend Management
  • Supplier Management
  • Supplier Qualification
  • Supplier Risk Management
  • Supplier Web Portal
  • Template Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Vendor Management
  • Vendor Master Data Management
  • Workflow Management

Alternatives

e-Procure

0
#1 Alternative to PROACTIS
e-Procure is completely free Blockchain B2B Platform offering an integrated cloud based Procurement and B2B sales...

Tradogram

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

Odoo

4,2
#3 Alternative to PROACTIS
Odoo is a fully-integrated, customizable, and open-source suite of business applications. A majority of the business...

Procurify

4,5
#4 Alternative to PROACTIS
Procurify Spend Management makes your purchasing and approval workflows easy, while centralizing financial data.

Reviews

Overall rating

4,3 /5
(12)
Value for Money
4/5
Features
4,1/5
Ease of Use
4/5
Customer Support
4,4/5

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Showing 5 reviews of 12
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.

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.

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.

Sue B.
Overall rating
  • Industry: Government Administration
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Proactis Bookends

Reviewed on 2019/12/31

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.

Showing 5 reviews of 12 Read all reviews

PROACTIS FAQs

Below are some frequently asked questions for PROACTIS.

PROACTIS offers the following pricing plans:

  • Starting from:
  • Free Trial: Not Available

Contact Proactis for pricing details.

We do not have any information about PROACTIS features

PROACTIS has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

PROACTIS supports the following languages:

English

PROACTIS supports the following devices:

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

PROACTIS integrates with the following applications:

SAP Cloud ERP

PROACTIS offers the following support options:

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

Related categories

See all software categories found for PROACTIS.