Concord Contract Management Software


 

Concord is an online contract management solution designed to help companies create new contracts and keep track of existing contracts.

It allows businesses to automate contract management and e-signature processes and is suitable for all types of businesses and industries, ranging from freelancers to multinational corporations.

Concord is designed to manage contract authoring, track approvals, enforce workflows and audit contracts. Users can edit contracts directly through an online interface and legally bind contracts with the system's e-signature functionality.

Concord's workflow management feature helps track multi-step contract approvals and permissions, allowing businesses to make their approvals process all-electronic.

Concord provides integration with various cloud storage platforms, including Salesforce, Google Drive, Box and Dropbox, offering unlimited contract storage in the cloud to the users.

Other features include customizable templates, deadline alerts, change tracking, document versioning, sending bulk notifications and LDAP integration, among others.

 

Concord Contract Management  - Edit contracts online
 
  • Concord Contract Management  - Edit contracts online
    Edit contracts online
  • Concord Contract Management  - Create contracts
    Create contracts
  • Concord Contract Management  - Contract templates
    Contract templates
  • Concord Contract Management  - Merged signature field
    Merged signature field
  • Concord Contract Management  - E-signatures
    E-signatures
  • Concord Contract Management  - Activity trails
    Activity trails
Supported Operating System(s):
Windows 7, Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

82 Reviews of Concord Contract Management

 

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Software Advice Reviews (1)
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Showing 1-1 of 1

Jaclyn from Party Designs by Jax
Specialty: Other Nondurable Goods
Number of employees: 1 employee Employees number: 1 employee

October 2016

October 2016

This contract management software is great

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I was looking for a free software to tree for my vendor and clients and Concord came up. I signed up to see how it worked and Customer service contacted right away and helped me set it up. They have been great since. One on One support and I loved that they didn't try to upsell me for what I needed.

Pros

Easy to use once proper trained. Customer service is outstanding

Cons

I didn't really find any.

Advice to Others

Use their customer support and the video chat to help set up and walk you through.

 
 
 
Showing 1-20 of 81

Ron Elius from Ron Elius Santos Copywriting
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Do you want to have a seamless Contract Management? Here it is…

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Good!

Pros

For Freelancers like me who needed a streamlined On-boarding process, creating Contracts that are seamless is needed. The Huge point for this Software is you can create your own Contract for your Customers or Clients, and the huge contributor for that is their E-Signature! It's so easy to use and it's amazing.

Cons

The Cons that I experience when I'm using this tool is sometimes it's confusing like when you drafted a Contract specifically for a Client, you might wonder the placement of that draft on their Dashboard. I just wish they can improve their UI and UX. I will also add Templates is a must for reference. This is for fast Contract creation and I hope they can add some Templates.

Review Source: Capterra
 

Joshua from EdenStay Homes

June 2018

June 2018

Free (read: valuable) but frustrating

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Getting signatures, contracts, and documents signed, returned, and used over the internet, without me having to run around the city gathering all the signatures and submitting it.

Pros

I don't know many or any others out there that have a DocuSign alternative for free. Customer service was available and genuinely really helpful. Once I get a document set up it's pretty easy to use.

Cons

Creating the templates was a reeeaal pain. The boxes would never line up the way I wanted them to. The background was white for all text, so if it's overlapping any text in the document it gets whited out. Do something wrong and you have to start over. Getting acquainted with the features was not intuitive.

Review Source: Capterra
 

Michael from Independent Filmmaker

April 2018

April 2018

Wonderful product to get important documents signed QUICKLY

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It makes my small business seem more professional and it's super fast + easy to setup and dive in. I recommend the freeware version of this but would skip the upgraded packages as the price is a bit too high.

Pros

Honestly, this makes my small business look more professional...and in this day and age, it's important to stand out from the competition. I have been using Adobe Acrobat for many years but was introduced to this tool by a friend. Ever since I shifted programs I haven't looked back. It's extremely simple to upload documents and prepare a secure signature field for people to sign. It not only looks and feels great but it is super fast to get documents to people QUICKLY, which is super important when you're on a tight deadline. A MUST HAVE!!!

Cons

Unfortunately, it's a bit pricey for 4 users or more.... I'm using the free version and really like it, but I could imagine if I had a larger team that it would then become expensive for my small business, especially since it's a monthly cost. To be honest, if I was forced to upgrade, I'd probably skip this tool... sorry!

Review Source: Capterra
 

Elliot from FabFitFun
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2018

February 2018

If I could give them 0 stars, I would. Be advised, do not buy.

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Functionality

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They don't offer you the ability to test any of the features that are important to many companies (ie approval routing, salesforce integration, etc.).

Pros

Great sales pitch.

Cons

Customer Service, Platform capabilities and features, ease of use.
My company signed up with ConcordNow months ago. Unfortunately, their capabilities and features, many of which you need to pay extra for, do not work as well as other products I have tried (SpringCM, Tymetrix, Salesforce, etc.).

Review Source: Capterra
 


December 2017

December 2017

User Friendly Contract management system

Ease-of-use

Functionality

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Value for Money

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Pros

User friendly with ability to tag documents with specific words most functional for you. This makes searching and organizing easy.

Cons

I'd like the home page to be a bit more visually organized - that would help with ease of use. However, all in all a good product for the price.

Review Source: Capterra
 

Candice from Right Now Media
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2017

November 2017

User friendly with good functionality

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Ease of use and one location to track contract negotiations and records.

Pros

The ability to negotiate and sign contracts online. Managing all aspects of the contracts online and quick access to the software. Have not had any programming issues delaying productivity.

Cons

The need to customize many necessary features specific to our industry. Would like to see more features added that address accounting needs and track comments within the same screen.

Review Source: Capterra
 

Brittney from Clio - Legal Practice Management Software
Number of employees: 201-500 employees Employees number: 201-500 employees

November 2017

November 2017

Great for filing; Not for formatting

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Functionality

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Pros

Organizational, tagging, and alert components are great; this tends to be most of what we use the app for.

Cons

Formatting and e-signature needs a bit of work. It seems many people don't get the invite email for them to sign in and put in a signature - firewalls or email hosts tend to block the address. It'd be awesome if a direct link was provided for each contract.

Review Source: GetApp
 


November 2017

November 2017

Have recently been using Concord.

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Will streamline our contracting process from start to end. The ability to have a provider sign and forward along without printing hardcopies and sending in the mail we eliminate lost and misplaced contracts.

Pros

The software is easy to use once you get the hang of it. I recently began using the software and as I become more familiar the easier it is to use it.

Cons

It would be helpful if Concord was also a database that could be used to run reports and act as a repository.

Review Source: Capterra
 

Jessica from Neighborhood Health Plan

October 2017

October 2017

My experience has been fairly good as far as creating the structure for our company.

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Pros

I like that we are able to complete the full contracting process externally and internally within Concord. I like the ease of communicating with the provider and having everything in one place. Also, being able to attach supporting documentation as well as linking other documents for historical purposes.

Cons

What I like least is that it doesn't have the ability to continue the full contracting process post signature. I structured the post contract implementation process into Concord but it's really manual not something provided by Concord.

Review Source: Capterra
 


October 2017

October 2017

Streamlined our agreements process

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We moved from doing all contracts on paper to being 100% digital. It's streamlined our whole contract process incredibly and made it much more organized & efficient.

Pros

It's very easy to track contracts throughout the writing, negotiation, signing, & execution process. The on-boarding process was made very easy, thanks to our Account Manager who walked us through that process and went the extra mile to make sure it was setup perfectly for our needs.

Cons

I wish there were more robust reporting features- such as summarizing financial clauses by month/year and some way to mark them as paid or unpaid. That would be an invaluable tool for our finance/accounting department.

Review Source: Capterra
 

Kasie from Victor

October 2017

October 2017

Overall very easy to use & useful. I like that they are constantly improving & adding new features.

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Pros

Easy to use and navigate, functional, easy to keep categories organized. Easy to make edits and updates. The Concord team is responsive.

Cons

I wish that there was the option to stack folders. The tags are useful, but ideally I'd like to be able to store contracts in folders AND with tags.

Review Source: Capterra
 

Nilda from thredUP

October 2017

October 2017

Uploading process can be a bit repetitive & can be unclear as to which fill-in fields are critical.

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Pros

The ease of adding attachments, editing content, and the search function is speedy and accurate. No lag time for the most part.

Cons

Should be able to add duration to either or the effective date or the signed on a date. Financial information entry is not easily found.

Review Source: Capterra
 

Andrew from Clio
Number of employees: 201-500 employees Employees number: 201-500 employees

October 2017

October 2017

Concord is a great tool for contract management.

Ease-of-use

Functionality

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Concord helped us organize and categorize an extensive contract library.

Pros

I love the UI and the easy categorization features that help our team identify which contracts need to be renewed.

Cons

The UX can be a little clunky and the permissions need to be improved, but the team at Concord was consistently adding new features.

Review Source: Capterra
 

Andrea from Clio

October 2017

October 2017

I have never had an issue with Concord

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Pros

It's easy to store contract and save templates. We've been able to grant certain user permissions so that everyone has what they need.

Cons

Importing contracts from a word document can be cumbersome at times and I wish there was a better way to organize contracts into folders.

Review Source: Capterra
 

Katie from Box Talent Agency

March 2017

March 2017

Got custom fields you need to access? Run away!!

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We contracted with Concord over a year ago and have experienced two very disappointing situations:

(1) We started working with Concord in April of 2016. We were guaranteed connection to our custom Salesforce fields within 30 days before we signed our contract in June (only out-of-the-box fields are accessible at this time). Once those 30 days passed, we still were not able to connect custom fields and were then 100% gold star guaranteed it would be working by the end of 2017 (note this is still seven months after initial promise). As of March 2017, we are still not able to connect to the custom fields. We have been paying for a severely handicapped service all this time with no offer of account credit, or any sort of response as to when the custom fields will actually be available. On top of that...

(2) One of our users that we have been paying for is not able to connect his API key at all to the Concord platform. We have been in contact with their Customer Service department at least a dozen times regarding this and keep getting the same general response that the tech team is "working hard to investigate the issue". To add insult to injury, our last two emails requesting a response have not received any response. It's been over 30 days since they last responded at all.

We feel ignored, lied to and very disrespected as a customer. The saddest part is that we really love everything else about the platform! But if it won't connect to the fields we need, or connect to our user at all, it's not valuable and causing productivity issues.

Get it together Concord. At least RESPOND to your customers. And if you are going to promise something to a customer to get them to sign a contract, FOLLOW THROUGH.

Review Source: Capterra
 

Cody from SupportNinja
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2016

December 2016

Concord Review

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The best experience I think is that it allows me to see what changes are actually happening and to check back what was modified. It is easy to use.Concord allows me to organize our files basically, so I don't have everything dumped into one place. It's easier to see and more organized.

Pros

It's user-Friendly. I can share the documents with the client and I can check on the changes and what was modified. We can track the number of contracts sent out vs. how many were executed.

Cons

So Far so good. I can tell that it was really useful.

Advice to Others

Well, I would recommend Concord because it's user-friendly . its relatively simple software and the price is reasonable.

Review Source: Capterra
 


December 2016

December 2016

We sign agreements, remotely but instantly! Great product

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We've been using Concord to sign new agreements with our clients, without the need of printing, post or meetings in-person. A great tool which allows you to instantly sign contracts remotely via the internet.

Pros

Instant
Secure Electronic Signage
Insights - Contract Status
Contract Management
Version Control
Edit with Colleagues

Advice to Others

I highly recommend this tool if you're considering it for contract management.

Review Source: GetApp
 

Errol

November 2016

November 2016

Somebody finally understands contract workflow

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I have tried about half a dozen different "contract signing/management" apps over the past several years. They all work, but there have always been limitations that require clunky workarounds. Concord is the first one I have tried that makes it easy to manage contract changes (and the back and forth required to agree on those changes) and signing both with people inside my organization and outside.

Pros

It has the best workflow management tools to get from first to final draft, to signed.

Cons

It differs from other tools I have tried in that it isn't really designed to add signature fields into the body of your prepared document. That is not really a problem, but it took a little trial and error to figure that out.

Advice to Others

They have a free trial and responsive support during the trial period, so I recommend just diving in.

Review Source: GetApp
 

Errol from Serengeti Systems Incorporated
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2016

November 2016

Somebody finally understands contract workflow

Ease-of-use

Functionality

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Customer Support

Value for Money

Ease-of-use
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Quality
Value for Money
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Support

I have tried about half a dozen different "contract signing/management" apps over the past several years. They all work, but there have always been limitations that require clunky workarounds. Concord is the first one I have tried that makes it easy to manage contract changes (and the back and forth required to agree on those changes) and signing both with people inside my organization and outside.

Pros

It has the best workflow management tools to get from first to final draft, to signed.

Cons

It differs from other tools I have tried in that it isn't really designed to add signature fields into the body of your prepared document. That is not really a problem, but it took a little trial and error to figure that out.

Advice to Others

They have a free trial and responsive support during the trial period, so I recommend just diving in.

Review Source: Capterra
 

Eric from Parley
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

Bootstrap to Growth

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Functionality

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Value for Money

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I'm a fan of ease of use, as a long time SaaS user a product needs to be easy to use right away and i want to be able to get to work quickly. Concord has built just that . When needing to get a contract out quickly and struggling with making the contract sound "legal" enough Concord delivers. Concord has helped me take a 1 man PR agency to a 10 person Agency in 6 months.

Pros

Ease of use, easy to roll out to the team as we grow and we don't need to hold hands to get contracts out

Cons

None, the customer service is second to none

Advice to Others

If your looking for a SaaS product that does what it promises than this is the product for you.

Review Source: GetApp
 
 
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