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SOURCE-TO-PAY

ProactisOverview, features and reviews

Modular Source-to-Pay platform for mid-sized, services-oriented organizations.

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UNDERSTANDING THE SOLUTION

Overview

Proactis offers a modular Source-to-Pay platform designed for mid-sized, services-oriented organizations. It brings together supplier relationship management, sourcing, contract management, a marketplace for buying from approved suppliers, Purchase-to-Pay and accounts payable automation. The platform is designed to work with existing ERPs and finance systems; the vendor cites Unit4, MRI Software, SunSystems, Sage Intacct, NetSuite and Microsoft, among others. Proactis mainly targets social housing, real estate and facilities management, healthcare, local government, higher education and nonprofits. The vendor, Proactis Limited (England and Wales), reports more than 30 years of experience and more than 1,000 customer organizations.

To evaluate this solution, start from your own processes and request a demo tailored to your team. Functional scope, integrations and implementation terms should be confirmed with the vendor.

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KEY CAPABILITIES

Main features

BEFORE YOU CHOOSE

Questions to ask during the demo

Four points to confirm with the vendor before making any decision.

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01Included modulesWhich modules and options match your needs?

List your priority processes (sourcing, purchase orders, invoices…) and ask which modules cover them, what is included in the base offering and what is an add-on.

02IntegrationsWhat data exchanges are available with your existing tools?

Name your ERP and accounting tools, and ask whether connectors are standard, which data flows are synchronized and who handles the integration.

03PricingWhat do licenses, services and implementation cost?

Ask about the pricing model (users, volume, modules), setup, training and support fees, and the minimum contract term.

04SupportWhich languages and what level of support for your team?

Check the interface and support languages, support hours, onboarding assistance and whether there are customer references in your industry.

User feedback

User reviews

Ratings published on independent review platforms.

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