Call Us : 1 (925) 876-6790


"Proforma is the gold standard in software and customer service."

Art I., Government Service Administrators (TPA)
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Home Solution Workflow

Workflow

Notification and approval—these are the key concepts of workflow.  They’re baked right into ProForma, and they allow you to enforce business rules rigorously and consistently. Our approach is consultative. During implementation we design systems logic based on interdepartmental goal congruence. You’re the experts on what you want, we’re the experts in making the technology work for you.

When somebody gets a document, somebody else needs to be notified.  Want to have notifiers sent via text message? Ok. Prefer an email? Ok. Need a certain group to be included? Ok.


It gets more complicated than that? That’s Ok, too. We don't just make it work, we make it work elegantly and efficiently. We believe the beauty is in the details, especially in business logic.

 

We’re here to help!

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Contact our Sales Team at
info @proformadocuments.com
to learn more.
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Call us: 1 (925) 876-6790

View an Online Demo

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narrated real-world customer screenshots and examples that are to-the-point and easy to understand
in less than 4 minutes.

Click here to view the demo.