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.

"Proforma is the gold standard in software and customer service."
Art I., Government Service Administrators (TPA)

Workflow![]() ![]() |
![]() 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.
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We’re here to help!
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Questions? 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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Our online demo explains the power and flexibility of ProForma using | |
| 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. |
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- Want a person? Contact Elizabeth Shober, Director of Business Development, directly eshober@proformadocuments.com





