# Page 2 | Process PA Software 2026: Features, Integrations, Pros & Cons | Capterra > Page 2 - Capterra's in-depth exploration of Process PA Software's capabilities reveals its suitability for various software needs and provides a comprehensive overview of Process PA Software pricing, features, integrations, and potential alternatives. Source: https://www.capterra.com/p/176969/Process-PA --- Page 2 - Process PA Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Process PA ## User reviews BP Barb P. Director Hospitality ### "C.ex Group" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 August 26, 2020 A few problems when we first trialled product, but these seem to have been sorted Pros Ease of use Documents available for review Availability on a number of platforms (laptop, tablet) Cons None I can think of at this time Nothing Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JM Jane M. Strategic Finance Executive Non-Profit Organization Management ### "Helpful but expensive for what we use it for" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 August 26, 2020 To be honest I feel we do not use Process PA to its full potential. There are probably a lot more functions in the system that could benefit the board but no one has the time to play with the system. Therefore it feels like a glorified minute taking system that does feel expensive if only being used for this reason!! Pros It keeps our management committee information together and easy to find It provides templates to complete minutes and other related documents Good system of approval for minutes Good to be able to attach documents to the minutes and download everything Helpful to be able to invite committee members to meetings with a yes / no response system Cons Minutes are a bit clumpy to write but I am aware that the people that have been writing the minutes have not used the sytem to its full potential Feels like a lot of money when the current functions that we use could easily be replicated through our other software Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RG Rodney G. President Sports ### "Process PA baseball review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 26, 2020 Our overall experience with Process PA is a very positive one. It delivers information to the Committee accurately and on time with a user friendly system. It tracks meeting Motions and Action Items and fits into Outlook for example seamlessly. Pros The features we like most about Process PA is the immediate ability to issue the meeting minutes; track meeting Motions and Action Items Cons The template setup is a bit clunky and could be more user friendly Alternatives considered [Teamwork.com](https://www.capterra.com/p/120390/Teamwork-Projects/) [Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/) [Asana](https://www.capterra.com/p/184581/Asana-PM/) Reasons for choosing Process PA Process PA provide local support Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RS Rachelle S. President Sports ### "PRNA President review thumbs up" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 August 26, 2020 Love the product Pros The ease to move from start to finish in a meeting. The fact during COVID times it was important we could work remote which was easier with Process PA Cons If anything to find the agenda and reports and then how it doesn't show the order of the action items. would love to see only the open ones Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CT Chery T. Secretary Sports ### "Very happy with the system " 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 26, 2020 I have really enjoyed it. The support has been awesome and it has made my job as secretary so much easier. Pros Being able to instantly send people the tasks they have to complete. Cons It lists all the actions on the minutes even if they are completed. It gets a bit messy. Reasons for choosing Process PA Netball Qld recommended it so we thought we’d give it a try. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AK Amanda K. CEO Computer Software ### "Process PA review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 August 26, 2020 We use Process PA for managing our Advisory Panel meetings. We are very happy with the product. Pros It holds all the necessary information for our advisory panel. It allows meeting and works well. Cons Invitations for upcoming meetings do not appear in calendar and have been missed frequently and multiple members do not see the next meeting even if they have accepted. Need to automate reminders for invitations too please. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SS Sheree S. Executive Assistant Hospitality ### "Process PA - C.ex Group" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 26, 2020 Process PA is easy to use and has obviously made the process of producing Board Minutes and the time involved in their production much more efficient and time saving. Support when required is outstanding. Any question or query is resolved the same day. Pros The streamlining and efficiency of producing Board Minutes is excellent. Directors easily adapted to the program. Cons Some formatting is not available i.e. tabs and line spacing. Reasons for choosing Process PA Recommended by ClubsNSW the Industry Body Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TH Teresa H. Kaiwhakahere Non-Profit Organization Management ### "High End Process of Minutes" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 August 26, 2020 I am personally challenged and that is only because I have not been able to apply time to learn the amazing features that this product offers. Pros Accountability. I work with Charitable Trust and this supports our financials transactions. The actions have a logging point and are assigned. Cons Set Up, if it could be offered with a support set-up initially. Also the calendar date for assigned tasks, it would be good, if there was an open option. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor August 28, 2020 Hi Teresa It has been great working with you and I'm happy to hear Process PA is providing the consistent process platform for accountability and action tracking. We do have a setup service freely available, here: https://processpa.com/concierge. With the action items assigned email we include an ICS file for against the due date to be able to add to your calendar. Regards Matt FC Fiona C. Assistant Treasurer Sports ### "Meeting Minutes " 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 5/10 August 26, 2020 Pros Up to date & immediate dissemination of meeting minutes & assigned action items. Cons That completed action items still appear on the next months agenda Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DR Dianne R. Executive Assistant Hospital & Health Care ### "Process PA Review " 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 1.0 1.0 Customer Service 0.0 0.0 Likelihood to Recommend 1/10 August 26, 2020 I have not found Process PA particularly useful. I like the concept but the process is more complicated than it was without it. Pros The fact that it automatically lists the Motions and Action items Cons I am used to taking shorthand minutes at all of our meetings. I cannot type quick enough during the Board meetings to keep up with discussions, sometimes by several people at a time. I therefore take the minutes in shorthand, type them up and then have to cut and paste into Process PA. I don't like the look of the minutes when they are completed, and find myself spending too much time trying to format the document so it looks reasonably professional. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KB Karyn B. Executive Support Officer Non-Profit Organization Management ### "Mostly Pros" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 August 26, 2020 We have enjoyed using Process PA, overall the product is very functional and easy to use. Pros We like that it is online and can be used at any location around the state. We are able to use it for all of our management committees allowing for easy preparation and distribution of agenda, minutes and supporting documents. Cons Sometimes the fonts and formatting aren't consistent. This has improved recently with the updated version, but still could be improved. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KM Kristene M. Quality Co-Ordinator/Clinical Support Hospital & Health Care ### "Minute taking made easy" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 August 26, 2020 Pros Easy to use and upload attachments. Love that it sends out action items - this reduces so much time and also acts as a prompt to remind attendees what they need to action. Cons A little time consuming when in a meeting and we have to download the attachments and then resize them. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MH Mark H. CEO Financial Services ### "It does what is says on the tin" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 25, 2020 Pros It is intuitive, fit-for-purpose and great value for money. Cons Google Single Sign On has not worked for us. Reasons for choosing Process PA It does what is says on the tin Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor August 31, 2020 Hi Mark Nicely put thank you. I'll contact you to see why Google sign in is not working for your accounts. Regards Matt TM Travis M. CFO Non-Profit Organization Management ### "Good product" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 August 25, 2020 Pros The things I like the most: tracking of actions and motions, attachments kept with the minutes. Great customer service - the developer always responds quickly to emails and is happy to help. Cons It can be slow to respond to changes while a meeting is in progress, especially if running an online meeting eg Zoom, Teams etc from the same terminal / internet connection. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor August 28, 2020 Hi Travis Thanks for the review! It's great work you and your organisation is doing and I'm happy to be able to support it! We've been working on performance and have some updates coming out this month to make things a bit snappier. And will continue to do so, especially supporting low powered devices and less available bandwidth. We have also increased the server resources, which will also help, as we've had more organisations and people are coming on board, especially during the lock downs. Regards Matt MH Maddie H. Administration Officer Sports ### "Brisbane Netball Association - Process PA Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 24, 2020 The ability to edit, sign, download and store minutes securely is a great option to always have records of minutes and action items readily available. The function of having different user roles and access restrictions has also enabled our Board members to have greater individual accountability for completing their tasks by the due date. Pros Process PA is very easy to use, with a system that replicates agendas and incorporates our customised setup greatly improving the efficiency of our regular meetings and administrative work. Cons Occasionally the system can be slow or not automatically save work, which can be frustrating. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor August 31, 2020 Hi Maddie Thanks for the review and feedback. Glad to hear Process PA is allowing more individual accountability to your board members. With performance, we've just increased server capacity and have more updates coming out to continue to improve performance. Regards Matt WM wayne m. Director and Company Secreatry Health, Wellness and Fitness ### "Great product that has improved our organisation " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 August 23, 2020 We use Process PA for managing the meetings and the business of our Board and subcommittees. It has been a wonderful product for our organisation and one that I would recommend to any SME. I do hope that the recent access and connectivity issues can be easily fixed, Pros Simple to set up and use with an intuitive feel for users. The ability to easily access essential governance and meeting documents is a key strength. The follow up action emails etc are also extremely useful and valuable. Cons Recently, over the last couple pf months, we have been experiencing some issues with gaining access to the system when we meet. Having now transitioned our board and committees to a sole reliance on Process PA and paperless meetings it is essential that we have uninterrupted and reliable access. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor August 31, 2020 Hi Wayne I'm glad to hear you would recommend Process PA to any SME. Sorry for the issues you've hit the last couple of months. It hasn't been widespread but effecting some explicit accounts. I've been working with your admin to resolve it and we've increased server resources and some code changes to handle the situation. I appreciate your support through it. Regards Matt PM Peter M. Director Insurance ### "Good concept but a bit unweildy" 4.0 Overall Rating 4.0 4.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 6/10 August 23, 2020 Middling at best Pros Access to many documents as needed for meeting Cons Awful accessibility and usuage on an ipdad Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor August 31, 2020 Hi Peter Sorry to hear you're not having an enjoyable experience on an iPad. We do have PDFs available for the board packs if that is more convenient on an iPad. Regards Matt WE Wayne E. Director Entertainment ### "Process PA Makes organising your Board Meetings so easy" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 August 21, 2020 Great to use and we have a diverse group who find it easy Pros Very easy to use for Director's and have a permanent record of all meetings Cons The software is great, sometimes I suspect due to internet speed can be slow to access Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AM Andrew M. President Religious Institutions ### "Process PA perfect for Australian NFPs" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 21, 2020 Process PA allows me to track all the agendas and minutes of the different entities I manage. It creates agendas and minutes that are easy to share. It facilitates agenda and minute sharing and tracks attendance and voting. It covers all meeting related details. Pros This software is designed in Australia for all types of corporate entities. Cons Using some features isn't always intuitive but it is easy to rectify any missteps you might make. Switched from [Tasks in a Box](https://www.capterra.com/p/174800/Tasks-in-a-Box/) Better suited for Australian business entities to track their details and comply with local legal requirements. Alternatives considered [Tasks in a Box](https://www.capterra.com/p/174800/Tasks-in-a-Box/) Reasons for choosing Process PA More features and easier to track meetings. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BR Becky R. Secretary Fund-Raising ### "It's Not Fit For Purpose" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 August 21, 2020 We can't use it to actually take the minutes. I have to do them on my laptop using Microsoft Word and then paste them back in much later when I have a spare 3 hours to waste. \[SENSITIVE CONTENT HIDDEN\] just opens and closes the headings during the meeting for me so we have a record of the times on each item. It is totally useless and I spend many hours of my weekends trying desperately to get it to work, which 80% of the time it doesn't work at all and I have to just walk away. I have constant issues with it. Pros It's name. I can't think of anything else. Cons It takes forever to respond to anything I do. Two hours last weekend to just correct one section of my minutes and when I went back in again the corrections had not happened. Reasons for choosing Process PA I didn't, it was already in use when I took over as Secretary. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor August 31, 2020 Hi Becky Sorry to hear you are having so many issues. We've been working with your administrator to help resolve this. Your use case does go outside our normal with over 140 members on your management committee. We'll continue to work with you to resolve this issue on your device. Regards Matt AK Aysegul K. Managing Director Management Consulting ### "Board governance simplified for charities" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 21, 2020 It is a very positive experience, I feel all small to medium sized organisations would benefit from using it. Pros I like the fact that the whole board has access to all files in one place. Also like the fact that our auditors are able to assess our our commitment to governance. New board members are pleased that the charity is taking governance seriously. Our company secretary at the time was able to get on with using it very quickly. Intuitive user interface. Cons Nothing. I am aware they have been regularly updating the product. We look forward to more enhancements. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JL John L. Secretary Civic & Social Organization ### "PA Process for Residential Body Corporates" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 21, 2020 Process PA allows the body corporate nad its managers to maintain compliance with relevant legislation with a minimum of effort (important in volunteer organisations). It enables records to be maintained together with the relevant meetings or decisions for easy reference. It allows the committee to allocate and track actions, another difficult task in a volunteer organisation. The interface is intuitive and simple, allowing for easy training of admins. Pros With the advent of electronic communications, compliance with the law in maintaining correspondence, decision making and document management has become fragmented and difficult. PPA lets us maintain and track records, documents, decisions and motions with a minimum of effort. Sending agendas and minutes is efficient, fast and effective. Developing agendas as issues arise saves double handling. Cons Segmenting or grouping contacts would be an advantage for this type of organisation. Reasons for choosing Process PA We looked at a number of body corporate systems. They tend to be aimed at strata managers and include accounting and other features that are not required, with the meeting management features being either semi-manual or too complex. PAP is focussed on what it does and does it well. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RM Rebecca M. Primary Care Innovation Lead Health, Wellness and Fitness ### "supporting our leadership team meeting" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 4/10 August 21, 2020 It takes a bit to learn and get the hang of but once you do, it has many useful features Pros I like that Process PA has the most up to date version of the meeting papers in an easily accessible form. Cons It is a bit tricky navigating through the steps to ensure that you are accessing the what you want. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JD Jenny D. Minister of Religion Religious Institutions ### "Some good features, some areas to work on" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 6/10 August 21, 2020 It has been an improvement on the Word document agenda previously used for this particular committee. There are some (probably relatively minor) frustrations in formatting, some cumbersome elements, and some features that have been more helpful than anticipated (especially tracking action items from meetings). Generally I prefer it to the previous way of setting and distributing an agenda and keeping minutes, however there are some (already noted) conveniences that would make it even more helpful/easier to use. Pros Taking minutes has been easy for the particular meetings for which I act as secretary. (Caveat noted in "cons" below re proposals) Convenience of having all documents included in agenda as attachments, keeping everything needed for the meeting very accessible Makes it easy to follow up on action items and note what has and has not been completed Cons Have not been able to copy and paste a table into the meeting agenda, meaning it has to be recreated each meeting. A workaround has been to add the table as an attachment. The agenda items have not saved between meetings, meaning the headings have to be manually changed each time to suit the particular committee's standard agenda. Somewhat cumbersome to add in the proposals at meetings with the delegated responsibilities. Often holding up a meeting to ensure these are captured accurately before moving to the next item. Reasons for choosing Process PA Process PA was 'chosen for me' in that it was the recommendation of the Communications person and adopted by the governance committee for use across the branch of the organisation for which I work. In that respect I had no choice, and I don't know what other options were considered. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SJ Shayne J. Volunteer Support Officer Sports ### "New to minuting" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 August 21, 2020 Having only just commenced a new career where meetings and my role within the quorum, I find ProcessPA an invaluable tool and transparent unlike handwritten minutes that I have had occasional dealings with in the past. Pros Being new to meetings and taking minutes for them, I have found this product to be a great time saver and an effective way to chair. Agendas and minutes are easy to post as well as action items. Cons There isn't anything that I can fault, even the ability to edit minutes for minor inaccuracies once the meeting has been closed and saved. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)