Vendor Management

Leverage all the functionality of integrated document and exception tracking
for vendors to automate workflow processes.

Key Benefits for Vendor Management Personnel

User Uploaded Documents

Allow any user to upload documents to the system while still being notified when they are received using our document approval and routing queue.

Bulk Notice Generator

Generate automatic letters to vendors as documents in file are about to expire or to request updated information from your vendors to stay ahead of the curve on contract renewal.

Schedule or Request Work

Schedule tasks or events and make work requests from co-workers using our event workflow module. It’s a powerful, shared to-do list to keep everyone organized and on-task.

Add Notes to File

Add notes to a vendor file that are fully searchable, printable, and reportable to keep the details of your interactions with all your third-party providers organized.

Contract Tracking Integration

Integrated document imaging and exception management means that when a document is uploaded to the file it is archived to the DMS, clears tracking and updates vendor status reports all at the same time.

Scheduled Reports

Powerful and user-friendly. This tool gives you the ability to create, save, pull on-demand, or schedule vendor status reports to stay on top of upcoming deadlines with simple point-and-click field selections that require no training.

  • Contact us
  • Request a demo so we can show you how these features and many more will simplify the way you manage your vendors.

Additional user accounts may be requested by emailing Jill at jlococo@pf-inc.com
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Please reach out if we can assist you in any way.
Wayne Whaley, Chairman and President, wwhaley@pf-inc.com
Tracey Beene, Chief Operations Officer and Product Manager, tbeene@pf-inc.com
Dora Compis, Systems Engineer Manager, dcompis@pf-inc.com
Ryan Atkins, Senior Business Analyst, ratkins@pf-inc.com
Stephanie Smith, Chief Credit Consultant and Senior Business Analyst, ssmith@pf-inc.com
For PROFORMANCE support, please email support@pf-inc.com
or call (281) 292-9000.