Bootstrap to Growth

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

Practical, effective and user friendly system

Overall we are very satisfied with Concord. We have about 20 users at this moment and everybody has had a positive experience so far. As with every new system, some questions have come up, but our Customer Success Manager,representative, is always very responsive and always provides effective solutions to our concerns.

Pros

Easy to navigate platform Electronic signature Offers third party access Ability to track changes and set lifecyle

Cons

The transition from our previous system to Concord took a little longer than we expected but we are very pleased with the system overall.

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

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.

best document management system for the price

Pros

Shared document editing; approval workflow

Cons

Version history is harder to see at times

Great Free software for creating documents

I had a pretty good experience using Concord. I will use in the future because it gets the job done.

Pros

I love that it is free. I also love the ease of use. it is very simple to create and edit a document that needs a signature. Very easy to add other recipients to the document that need to sign and very fast getting to the recipient's email.

Cons

Customer support for the free version can be updated. There was not much to help when first getting started.

Works excellently, so long as you know what you're doing!

Great overall product, works really well for what I want to do - sometimes a bit of a learning curve, but you can get over it relatively easily.

Pros

Absolutely fantastic document creation, curation, signature and monitoring tools. Works really well for a small SaaS business like mine; I can create documents, share them with clients and handle the entire signature process incredibly easily using an online workflow, without ever having to resort to paper. Far cheaper than Adobe's alternatives, too.

Cons

The versioning requirements are understandable, but they can be somewhat confusing for users with whom documents are shared. Every time an invited user fills in a field, a new version is created - which can block up the versioning log.

On Concord is all in one

No complaints

Pros

Edit, redline, and comment — all on one platform.

Cons

The new interface may seem a little more complicated, but you get used to it quickly.

Perfect for contract management, way better than paper.

We went from paper contracts to concord and it eliminated lost contracts and other problems related to that. Still some kinks they need to work out, but it serves its purpose well.

Pros

Before Concord, we were using paper for all out contracts. Items got lost and damaged, and it was time consuming to transfer information across the business. Easy to create templates for often used contracts and to share it within the business.

Cons

Formatting is a challenge, sometimes the formatting geeks out and it makes it look bad. Definitely some room for improvement there. Can be difficult to organize the way I want.

Concord in everyday life

In an effort to digitize our internal documents, we needed to be able to electronically sign our documents. In addition, we also needed to be able to have our customers sign documents remotely. Concord enables all of this

Pros

Adding documents to be signed and colaborate with some other people is very easy. Contacting people from outside our structure to sign is simple and efficient.

Cons

Contract deletion is a bit complicated, not easy to find at first glance

Wonderful product

Pros

Ease of use, awesome design, OCR search, and ability to manage subsidiaries' contracts

Cons

I have not found any aspects that I would consider in this way.

A Good Contract Management Platform to use

Like most contract management platforms I've used, Concord is good but not perfect. All contract management systems have pros and cons, but Concord is the best I've seen... so far.

Pros

Most liked features are: 1. Bulk Importing existing contract portfolios into Concord 2. Search function - fast, accurate and easy to use 3. Sharing contracts with others is very easy and secure

Cons

Largest complaints are: 1. Records of draft contracts can not be changed to "signed" where a contract is executed outside of Concord. So if I started drafting and negotiating a contract in Concord and then had the final contract executed by way of a scanned copy or even DocuSign I have to create a new contract record in Concord. All negotiation history, internal / external discussions, etc are lost. This is one issue that is preventing wider adoption in my organisation. 2. Editing template contracts in Concord does not support features lawyers are ordinarily accustomed to. E.g. unable to use autonumbering in templates, unable to use indenting of template documents well. This become annoying when importing a Word or PDF document to create a template. Not all documents will import correctly, yet the native text editing features do not allow a user to 're-create' the form and structure of the original document as a template. 3. E-signature solution does not provide enough flexibility a signing request to be forwarded by an outside person (i.e. counterparty) to an authorised signatory. Concord's native e-signature solution kind of assumes the person who I share a negotiated draft document to is the person who can sign for that company. In an enterprise environment, this is not always the case as company's have rules on delegated authorities. 4. E-signature solution is limited in fields required to complete execution. End user signing experience is ok but not great.

Concord helped our compmany organize contracts and legal documents

Overall, Concord has helped our company get organized/develop a process and have a space that we can collaborate on legal documents. It's vastly improved our efficiency on a legal basis.

Pros

Concord pros: -Concord can store all of your legal documents in one place -Concord can share your documents via email with users so that you don't have to attach documents and exchange them back and forth via email . -Concord helps our teams draft legal documents and comment on them in one spot vs. having them in Google docs then uploading to a signature software so we can see the full history of the document (when someone drafted the document, comments, changes, when a document is sent out to someone for their review, when they read/open documents, and when they've executed them). -I also like that Concord has organizational features like tags and time controls so that you know what your contract is for and how long it lasts. I like that Concord has an expiration date feature so you know when you need to renew certain contracts or agreements. -I like the ability to know where contracts stand at all times via Concord and the transparency that provides to our teams.

Cons

-Converting documents from Word to Concord can be tricky sometimes formatting wise. Concord still needs some user functionality like a ruler at the top of the page so you can adjust formatting, spacing, etc. -There are some features of the internal/external comments that need to be adjusted. Whatever comments you make internally with your teams become visible to external users at a certain stage. Having the ability to always have that internal commenting would be good as an upgrade to the system. -I wish that Concord had more integrations with certain CRM tools like Hubspot or other integrations with technology that we use on a day to day basis

Concord - Easy to use, hard to get wrong

As a Vendor Management team, we use Concord for managing contracts and key documents such as NDAs. We find having Concord there helps us to track documents and ensure that key dates (such as service renewals) aren't missed.

Pros

Concord is easy to use and hard to get wrong. I like to simplicity which doesn't dumb down the complexity of what the tool tries (and succeeds) in doing The support we get from the team at Concord is second to none - they're responsive and super friendly with their being no such thing as a stupid question.

Cons

The only con I've found is that the underlying text editor has been updated which has caused a loss of functionality. However, the team at Concord jumped straight on a call with me to offer a workaround to solve my problem which was actually more efficient than the way I was previously completing the task anyway

Concord Contracts Management Solution

We now have our 5 related entities on the system with more than 1,000 different contracts, agreements, etc. The system allows us to not only keep a central repository that can be seen by those who need to do so, but also makes it easy to send new contracts out to vendors and customers and have them immediately and easily searchable, while providing an excellent mechanism for periodic review.

Pros

I love the that you can customize the e-mails sent from different entities. The integration with Word is great, along with the audit trail for documents going through the system, and the e-signature feature is a must!

Cons

The migration of data from our old system to the new one was a bit clumsy and certain aspects were duplicated during migration, which did take us some time to rectify. The custom branding of e-mails for each entity did take more time than expected, but it's great now!

Concord Contract Management Software

This has allowed us to use a software that captures all history, files that we used to keep manually and in-house in file cabinets. This has literally saved us hundreds of thousands of dollars in filing, storage and time over the past two plus years.

Pros

Its super easy to use, the functionality is extremely well thought out, and they continue to make it better each and every year.

Cons

At one time, the status levels, but they have corrected and are continuing to make that better all of the time.

Concord software review

Before Concord all we had were paper contracts so tracking was difficult. With Concord everything is electronic and in one place. I can easily search for a document in the Concord software, which makes my life so much easier!

Pros

The pros of this software that it is easy to use. If there is a function that I haven't used or have needed in awhile, there are great tutorials to assist.

Cons

At first there were a few functions that would have been nice to have. Shortly after, Concord notified me that they had enhancements to demo to me. Most of the functions that we needed were now available.

Setpoint Integrated Solutions, Inc -Administrator

We are able to manage contracts more accurately and efficiently. Being able to keep notes is very helpful for other uses to see the status and contact person.

Pros

The summary and discussion area is very helpful. Being able to list a start and end date of the contract so that you don't have to read thru every time. And getting the reminders before expiration. Those are great tools and make it so efficient to manage contracts. The search is very useful for those that aren't sure where the contract is located when there are sub folders.

Cons

Not able to manually move from the "Review" stage if you don't have to docusign. Not all of our documents require a signature, for example terms and conditions for purchase. We have to review, but may not need to sign.

Great Software

We needed a user-friendly contract management platform that offered a simplified signing mechanism, storage, searchability and reporting. We've found that in Concord.

Pros

The search function makes it easy to search for specific clauses when you remember a clause you worked on, but not the contract! The summary report and associated fields make it easy to share key data with other non-Concord users in the company.

Cons

There are still a few features that would make it slightly for impactful, but we've always found work arounds as we wait for new features and the customer support team has always been great at walking me through any questions or work arounds.

Great Customer Service, Good Product

What really surprised us is the amount of failure to follow some internal policies, we would've never seen without forcing the employees to use Concord and giving Legal better insight to all contracting. Volume is surprising as well.

Pros

We love the way it invites outside third parties to the system. Some issues with new features, but worked out with customer service response and fast corrections.

Cons

Implementing a CMS where there wasn't one before is bumpy. Getting full compliance is a small challenge, but that's not the software's fault. We've had some bumps with internal/public versions of docs, but I think that's a beta package rolling out.

Concord feedback

My efficiency has greatly increased. I haven't always had the best of luck with IT assistance and wish that could be more accessible.

Pros

I have found it to be very easy to use. Concord has helped make my process more efficient.

Cons

I consistently have problems with end users (other companies I send documents to) claiming they don't get the emails from Concord. I realize this may not be a Concord issue directly but its my most common issue.

The System of Systems

My experience with Concord has been fantastic. The implementation and customer support team have been responsive to all our questions every step of the way. The software is functional and has improved our productivity immensely. No more lapsed contracts (FOR REAL!). I wholeheartedly recommend Concord as a contract management solution.

Pros

I love the aesthetic component of Concord. The interface is clean-looking, easy to understand, and pleasing to the eye.

Cons

I was not thrilled with the lack of immediate tech support. There is a chat support service where you leave a message and then a team member responds at a later time.

Very helpful for a large organization with a complex review & approval workflow

Pros

1) I work for a large enterprise where any contract needs to be approved and reviewed by a number of departments and people. It's great that we have custom approval workflows and always know whose review we're expecting at each particular stage. 2) Easy to find and easy to use templates. 3) Extra documents (PDFs, etc.) can be attached to a contract, which means that the document content doesn't get clunky.

Cons

The format editing could work a bit better; I'd prefer it would replicate the formatting user experience of MS Word.

Concord - the Best application for Contracts!

It has been a lifesaver!

Pros

I loved that I can save templates of our contracts and that it keeps track of our signed and completed contracts and I don't have to store them locally. It is safe and secure and it also makes it easy for our customers to use and sign!

Cons

I would say I wish that they would have an option to make a payment section after they sign the contract

Bring Concord aboard!

Pros

I honestly can’t imagine life without Concord. I now have several thousand contracts at my fingertips, all easily accessible with a few keystrokes. We compared several contract management platforms and Concord was the clear choice. I would say this to other in-house attorneys: the longer you wait to get Concord, the harder you’ll be kicking yourself when you see how much more efficient and productive it makes your legal department!

Cons

I wish I didn't wait so long to make Concord an essential tool in my daily practice!

Concord - The easy Contract Management software that can make a HUGE difference!

This software was tested against the Top 10 Contract Management software's on the market. It was the best by far, for the ease of use, large storage capacity (no limitations), notifications and digital signature! It did not hurt that the cost of this was a fraction of any other on the market!

Pros

Ease of use. For me to apply change to our internal processes, is not an easy thing to do. People do not like change. If it is easy to learn, and it can be set up to resemble what you already do, then it is a WIN-WIN for everyone!

Cons

The only thing I can think of is this: I wish this software also had Purchase Order capabilities - then it would work for EVERYTHING I do within my responsibilities!

Great & Easy to Use Product

My company struggled to find a contract management product that didn't cost thousands of dollars. Concord very nicely meets that criteria and comes with wonderful features. We unfortunately don't utilize all of the features available, but the repository and the reminders are extremely helpful. I also love being able to add comments as notes to myself when I check back in on a contract at some point. Another plus for Concord is the search feature. When dealing with hundreds of contracts sometimes I cannot remember all the names of each vendor. You can add "tags" to your contracts and can search for tags very easily. This makes the process of searching and finding a contract very easy. The ability to have reminders sent to yourself so far in the future is wonderful. I never have to worry about missing a deadline as long as my contracts are uploaded in Concord. Great product that we will continue to use!

Signatures électroniques professionnelles

Pros

Le support technique très réactif et de qualité et la relative facilité d'utilisation du produit

Cons

La gestion des avenants, ajouter un document à signer faisant suite à un document existant n'est pas des plus simples et ergonomiques.

Concord Review

The software has helped us to reduce the number of errors and the time to draw up a contract. I wish we could automate all of our processes like we have for contract management with Concord!

Pros

The templates with predefined fields to be filled out work great.

Cons

Some formatting issues. Can't print documents from internet explorer without having a very tiny font size (I know it's not your issue but I don't care to explain that to our clients). One other problem is that a contract has to be shared via email before it can be printed and manually executed. I would also like to be able to upload an executed physical copy of an agreement to existing document that is in negotiation (instead of voiding it and uploading it separately).

At last a user friendly document repository

We needed a document repository and workflow that wasn't limited to contracts and that allowed workflows to be visible. Concord worked with us and adapted workflow and templates to meet our needs.

Pros

Responsive service support, ease of use, flexibility to meet our business needs, ability to integrate with our data warehouse. The Concord team listens to our requests and its doesn't take an age to find a solution if its not readily built in. The are agile!

Cons

Reporting capability and tagging format.

Smooth sailing so far!

The Concord team is extremely responsive, and training to date has been outstanding. We had been using contract templates in PDF with minimal fill-in capability, and still staff often cheated the system and made changes that Legal could not immediately identify. The tracking capabilities and the ability to assign different levels of access in Concord is a huge benefit and is going to be a game changer in terms of staff time spent on contract review.

Pros

We're still in the very preliminary set-up phase, but so far it's been fantastic. The layout and actions are very similar to Outlook, so even with very little training (we're in week 2 of use, really), it's remarkably intuitive and easy to use. I am also looking forward to be able to track contract and insurance expiration and to run reports (something this organization has never been able to do).

Cons

No cons at this point. We haven't yet tried to push a contract out to DocuSign, but I have every expectation that should be fairly seamless.

Very Helpful!

Overall I am very happy with Concord and would recommend it any large company who maintains driver files.

Pros

The system is very helpful with maintaining our drivers files. They are help us with drug testing for random and pre employment.

Cons

Only con I have is that they will not except forms for the drivers files if they are missing any piece of information, even something as small as the missing year on a date.

Good Product Overall

Overall, I really like the software and I would recommend it to companies who need an easy and efficient way to get their contracts signed by their customers without the headache of using actual paper.

Pros

I appreciate the organization features of this software. It allows you to create templates for various contracts which you can save for multiple uses between multiple customers. It makes signing, organizing, and saving contracts quick and painless.

Cons

It can take a bit to get used to the overall formatting of the software. Overall, it is easy to maneuver through but it does benefit if you are a bit tech savvy.

Indispensable tool for our small legal department

Pros

Concord is a versatile, economical, user-friendly document management tool. All the members of our small corporate legal department use Concord extensively on a daily basis.

Cons

Concord is always upgrading the software and improving the user experience. So any less than optimal features are likely to be addressed in short order based on customer input.

Concord Document Conversions/edits

- Document control: this has worked well - Sharing comments with external entities: this has worked most of the time (see comment above) - Gathering signatures: this has worked sometimes - at other times, it has not allowed me to select the person signing until I re-created the document.

Pros

Concord's primary purpose of version control, sharing, and signing of documents works fairly well, however, I have had some challenges with adding comments that others were unable to see regardless of how I added them and/or level of access of the recipient.

Cons

When documents are uploaded to Concord, the formatting is a disaster. I have spent countless hours reformatting documents in Concord, only to see the document revert to the original formatting after I submitted it for signature! Also, I once spent a great deal of time creating a template only to have it disappear from the system - administrator couldn't even find it.

Terrific! Great value, and great features

So far, this product has been amazing! We needed a way to stay on top of deadlines for renewals and terminations, and found the perfect solution. Being able to set reminders has helped stay on top of these important dates. Another great aspect of the software would be the ability to add Tags to each contract. This enables us to sort and determine how many contracts, and what contracts different areas are currently using.

Pros

Ease of Use Email Notifications Value for Money

Cons

There is nothing I would recommend changing

Key player for dematerialization

Pros

Easy process to sign, follow-up and store our contracts. Great templating solutions to send documents in batches.

Cons

We can't share documents easily with the rest of the team based on tags. It works only for signed documents. Customers are often confused and don't know how to fill and sign documents.

Concord Review

Organization and speed of executing contracts are two of the most useful tools that Concord has provided.

Pros

The software keeps things organized and it is extremely easy to search for key words that may only be in certain clauses of a contract. Additionally, it is very easy for workflows and multi-department users to share contracts with ease.

Cons

It isn't as friendly to 3rd party users and they seem to want to execute contracts in a traditional paper fashion.

Easy to use

I actively sign documents through the program, systematize documents, and also create new documents

Pros

this program greatly facilitates the process of online document management both within the company and with external partners, has many convenient tools for working with documents, easy to use, the program has the ability to create document templates, and the signing process is very easy

Cons

I had no bad experience using this program

User Review

Good

Pros

Easy to generate contracts and send to clients

Cons

Hard to do tracked comments and login issues occasionally.

Great tool, team visibility and ease of use

Great tool, amazing response, and very engaged customer support.

Pros

The software is self intuitive, very easy to find documents when needed without having to go through a long search quest.

Cons

Wish more people knew about it so it would be easier to get them on-board.

User friendly with good functionality

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.

Concord Review

Pros

The software is very easy to use and understand and the customer service team has been very responsive to any issues.

Cons

It would be great to have even more report customization features.

Great for SMB

Pros

It's incredibly easy for us to manage our vendor and independent contractor agreements. Our favorite and most used feature is the automated templates, allowing us to save hours a month in paperwork for all of our independent contractors. They're also incredibly simple, which, for us is a huge plus.

Cons

- We have over a dozen entities and we wish that we could manage users in one panel, then giving them inherited/overridden permissions by the entity, instead of each and every entity one-by-one. - The analytics piece is bare bones and could use some TLC.

Great contract management system

After researching all of the major e-contracting products in the market, we concluded that Concord offered the most functionality for the price. In particular, we were seeking a product that allowed us to customize workflows and set up approvals before a contract is sent out. Surprisingly, we were unable to find another system that could do that.

Pros

Ability to customize work flows.

Cons

There is no mobile app and the signature function does not seem to work on mobile phone browsers.

Easy Easy Easy.. Practically manages itself

We interact with a lot of vendors, consultants, and other third parties. Concord has allowed us to organize and manage the hundreds of active contracts we have open at any given time. The email notifications for upcoming renewals, termination notices, and other deadlines ensures we never let an important contract lapse.

Pros

The ease of use is what I like most about this software. I was able to quickly learn the functionalities of the software. I like that you can add your commonly used contract templates, set up approval hierarchies, edit and review the history of pending contracts, and how easy it is to set up the contract lifecycles.

Cons

I have not yet found any negatives with the software. It meets and or exceeds our needs.

Convenient

We have been using Concord for contracting purposes and it has made it much more streamlined. The ease of uploading a template and then using that over and over again for our needs with e-signature has expedited the process of our clients signatures. I also love the messaging feature that sends and email to the client so it helps me track what I have sent to them in regards to the status of their contract with us.

Pros

Easy to use, simplifies the process.

Cons

None

Concord Contract Management Review

The Concord contract management platform has become a resource tool used everyday for our company. Internal permissioning and automatic notifications allow for efficient maintenance and monitoring of our contracts and agreements, with a centralized repository for quick and easy referencing. The audit trail, discussion notes, term, and finance sections also add to ongoing dialogue amongst our users. Would definitively recommend the Concord contract management solution.

Game Changer!

Concord has been a GAME CHANGER! I remember the days of yore, manually typing out each offer letter in a Word document, it was tedious and offered lots of opportunity for mistakes. With Concord, we are able to store handy dandy templates that makes this process a breeze, and holds people accountable for their role in the workflow.

Pros

With Concord, we are able to store handy dandy templates that makes this process a breeze, and holds people accountable for their role in the workflow.

Cons

There is nothing I dislike about using this software, it has only improved my job!

Excellent Software + Great Customer Service

Pros

The intuitiveness of the software. Everything is easy to understand and use. From creating templates to using the tags to set up security permissions, it’s all simplified.

Cons

The only con is the when you import a word document with tables and pictures embedded, the format is thrown off slightly.

Somebody finally understands contract workflow

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.