Installing and licensing ProForma

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This documentation refers to ProForma for Jira Data Center only. Are you looking for more information about the cloud products? Check out forms documentation for Jira Service Management cloud

In this guide, you’ll go through installing, licensing, and upgrading ProForma for Jira Service Management Data Center and Jira Software Data Center. This guide includes different ProForma licensing scenarios that depend on your current Jira version:

  • For Jira Service Management 10.3 and later, ProForma is free of charge.

  • For Jira Service Management 10.2 or earlier, ProForma requires a valid license.

  • For any Jira Software version, ProForma requires a valid license.

ProForma for Jira Service Management

Starting from Jira Service Management 10.3, ProForma is free of charge. However, you still need to install it manually on your instance. If you’re using Jira Service Management 10.2 or earlier, ProForma requires a valid paid license. Want to switch to the free version of ProForma? Upgrade your instance to the version 10.3 or later

Your Jira Service Management version

Are you already using ProForma?

10.3 or later

No, I want to install ProForma for the first time

Yes

10.2 or earlier

No, I want to install ProForma for the first time

Yes

I'm on Jira Service Management 10.3 or later. I want to install ProForma for the first time

For Jira Service Management 10.3 and later, ProForma is automatically available free of charge upon installation. To install ProForma:

  1. Go to Administration, then Manage apps, and then Find new apps.

  2. Search for ProForma: Forms & Checklist for Jira.

  3. Select Buy now.

This will automatically install ProForma on your instance. The app will be free of charge and won't ask you for a license after installation.

I'm on Jira Service Management 10.3 or later. I’m already using ProForma. Is my ProForma free now?

If you already had ProForma installed before the upgrade, you were required to pay for its license at that time. However, after the upgrade, ProForma becomes automatically free of charge. In case you want to check your license details:

  1. Go to Administration, then Manage apps.

  2. Search for ProForma. You should see it as a User-installed app type.

  3. Search for ProForma: Forms & Checklist for Jira.

  4. Check if ProForma holds the license details.

The license should no longer be displayed or required, which means you no longer pay for using the app.

The app will be free of charge and ready to use. However, there will be no in-product notification that ProForma licensing has changed.


I’m on Jira Service Management 10.2 or earlier. I want to install ProForma for the first time

For Jira Service Management 10.2 or earlier, ProForma requires a separate license. To install and activate ProForma:

  1. Go to Administration, then Manage apps, and then Find new apps.

  2. Search for ProForma: Forms & Checklist for Jira. The app will be marked as Paid.

  3. Select Buy now and install ProForma.

After the installation is complete, you’ll be asked to purchase a license. If ProForma remains in an unlicensed state, you’ll still see the Forms in your Jira, but you won’t be able to create them.

I’m on Jira Service Management 10.2 or earlier. I’m already using ProForma. Can I use ProForma for free?

For Jira Service Management 10.2 and earlier, ProForma still requires a separate paid license. In case you want to check your license details:

  1. Go to Administration, then Manage apps.

  2. Search for ProForma. You should see it as a User-installed app type.

  3. Search for ProForma: Forms & Checklist for Jira.

You’ll see that the ProForma app still requires a valid paid license. If you want to switch to the free version of ProForma, upgrade your Jira Service Management to the version 10.3 or later. More about upgrading Jira

ProForma for Jira Software

For Jira Software, ProForma requires a separate license. The scenarios below assume that you don’t use Jira Service Management with your Jira Software. If you’re using Jira Software together with Jira Service Management, go to ProForma for Jira Service Management.

I want to install ProForma for the first time

To install and activate ProForma:

  1. Go to Administration, then Manage apps, and then Find new apps.

  2. Search for ProForma: Forms & Checklist for Jira. The app will be marked as Paid.

  3. Select Buy now and install ProForma.

After the installation is complete, you’ll be asked to purchase a license. If ProForma remains in an unlicensed state, you’ll still see the Forms in your Jira, but you won’t be able to create them.

I already have ProForma installed. How can I check the license?

To check your ProForma license details:

  1. Go to Administration, then Manage apps.

  2. Search for ProForma. You should see it as a User-installed app type.

  3. Search for ProForma: Forms & Checklist for Jira.

You’ll see that the ProForma app still requires a valid paid license.

Upgrading from ProForma Lite to ProForma Full

You can upgrade from ProForma Lite to ProForma Full at any time. Forms created and filled out in ProForma Lite will remain available once you’ve converted to the full version of ProForma. Upgrading to the full version of ProForma will remove the three form limit and will enable some features that aren’t available in ProForma Lite. Upgrade from ProForma Lite to ProForma Full

Last modified on Jan 24, 2025

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