Concord is the simplest way to collaborate on, sign, manage, and store agreements.
It's very easy and you can sign a contract very quickly.
This is one issue that is preventing wider adoption in my organisation. Editing template contracts in Concord does not support features lawyers are ordinarily accustomed to.
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Bootstrap to Growth
Comments: 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.
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
None, the customer service is second to none
A Good Contract Management Platform to use
Comments: 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.
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
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.
Product was not as advertised
Comments: The customer service is limited and consists a lot on You-Tube like videos to troubleshoot problems
OCR search / reporting/ contract searches
There is very limited reporting metrics - it does not allow for custom reporting or using Boolean type structures to create reports or complete contract searches
Practical, effective and user friendly system
Comments: 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.
Easy to navigate platform Electronic signature Offers third party access Ability to track changes and set lifecyle
The transition from our previous system to Concord took a little longer than we expected but we are very pleased with the system overall.
One stop shop
Comments: Concord is great, don't know what we'd do without it!
This product has everything in one place. Negotiate, sign, and store all within Concord.
The system sometimes glitches, it can be difficult to use.
Great Free software for creating documents
Comments: I had a pretty good experience using Concord. I will use in the future because it gets the job done.
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.
Customer support for the free version can be updated. There was not much to help when first getting started.
Good Contract Management / Electronic Signature Software
Comments: Concord has helped us to decrease the amount of time from when a customer wants to place an order to when the order gets into our system.
From the very beginning the software was easy to use. We were able to upload existing Word documents and then modify them very quickly into templates. The ease of converting from using .doc and .pdf documents to using Concord was great.
Support is at times difficult but since the software is well made we don't have issues very often.
Concord and Salesforce integration is amazing!
Comments: Concord has made contracts more streamlined and integrative with our Salesforce business processes! As every document is stored not only in Salesforce but also in Concord we do not need to worry about back up copies in our server. I am so happy that Oberd. It is really easy to keep track of all your contacts that you send to be signed because Concord emails you when someone signs or leaves a comment. The best feature is that we can save templates so we can edit and bring information from Salesforce , making our process really smooth and avoiding manual mistakes!
Salesforce integration was easy and quick. Most important, very easy to use Concord via Salesforce (Send to sign, attachment is added automatically in Salesforce Notes, etc.). Also, I like to enable the track history in the template level, so I can check what was changed in the document not only in the draft but also when we send to sign. In addition, I like the chat/message into Concord platform where customer can edit the document (redlining) or ask question avoiding emails.
Something I would like to have as a feature is to chose which field must be completed by a External guest, for example, if I have more than one external guest signing the document I cannot specified who needs to fill out a specific field.
Concord is recommended without reservation!
Comments: As a one-person legal department for a multi-state, multi-location company, it's essential that I have a centralized contracts repository that's easy to use and customize as the company grows.
Easy searchability. Use of tags to link docs. Customizable reports.
Pretty much any limitations from the early versions have been addressed and remedied over time.
Best Legal document manager
First of all, Concord is super convenient to use easy import and export feature, search capabilities of document based on key words save a lot of time. on product edit option also helps a lot for quick edits and get it digitally signed by all parties. Setting up the lifecycle of the document helps with reminders of getting the document expired that again helps to get the contract renewed before the expiry. Overall concord is best to manage all my legal documents.
Haven't used any other software to compare but I'm happy with concord :)
Great, user friendly contract management product
Comments: We used Concord primarily for contract management, workflow, lifecycle, and repository and Concord meets our expectations. The ease of use and deployment across our team was great as it is very user friendly. Being able to track contracts and deadlines has been a great tool that we loved which allows us to manage our contracts more efficiently. Having templates in Concord and enabling smart fields has improved our contract drafting efficiency. Overall, Concord is a great tool for our company to use to manage our contracts.
The integration process was easy, we were able to have it up and running really soon after the training. Help support from Concord is excellent, they are always responsive and able to provide clear, concise information. Collaborating within Concord was good, we were able to share files and go back and forth on negotiations well. Having the digital signature feature is great as it allowed us to move away from another product for signatures. Smart fields is a great feature as we use it in our templates and it has helped with efficiency when drafting contracts.
We use third party templates a lot and being able to import the file into Concord is critical. Unfortunately, Concord doesn't translate documents over well. Indentations of clauses and signature areas within the contract does not transfer well. After uploading into Concord, we would always have to go back and update those areas. Another item that we use that would like to have is the option of inserting a "date signed" stamp within the contract. We work on contracts that have signatures within the contract, sometimes throughout, and it would be nice to have the ability to have a date stamp next to signatures.
Concord helped our compmany organize contracts and legal documents
Comments: 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.
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.
-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
Comments: 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.
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.
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
Comments: 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.
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!
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 is an easy to use platform
Comments: Overall, I believe Concord is one of the best contract management platforms in the market. Although we have only used the platform for about two years, Concord has many things to offer such as a wide variety of easy to use features coupled with periodic updates and new even new features. Concord also provides competitive pricing compared to that of other contract management platforms. It is for the reasons above that I would stick with Concord for many years to come.
The best part of Concord in comparison to other contract management platforms is its ease of use. The process in which to upload legacy contracts and manage those contracts within the repository is simple and can be done in as little as 3-4 steps. Other platforms seem more complex in the features they provide making it more time consuming and calling for extensive trainings whereas the Concord platform has similar features but with less steps.
Although Concord provides an Analytics feature, the feature is limited to the different types of analytics it can provide such as status of executed documents as well as number of documents by status per month. It would be great to see a wider offering of different analytics such as number of documents currently in negotiations or in the approval stage.
best document management system for the price
Shared document editing; approval workflow
Version history is harder to see at times
Concord Contract Management Software
Comments: 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.
Its super easy to use, the functionality is extremely well thought out, and they continue to make it better each and every year.
At one time, the status levels, but they have corrected and are continuing to make that better all of the time.
Concord is an excellent product!! Highly recommend!
Comments: Excellent - Customer support was and continues to be so supportive. Migrated from another contract management and have never looked back.
The functionality is intuitive - very easy to use! Love that there is an internal signature function built it - most other products on the market require signature functionality to be an added cost via a third party integration.
The signature function is a little clunky. Access controls/approval workflows are awesome, but could use some improvement so that roles can be more limited.
Concord software review
Comments: 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!
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.
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
Comments: 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.
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.
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.
We love Concord!
Comments: I wouldn't be able to sort contracts and offer letters so quickly without it, it has made my life easier especially at the rate we are growing being able to send these out with ease is crucial.
We really like the usability of the platform, the user interface is easy to navigate. We have great feedback from the users, especially as we send out offer letters and contracts via concord, the new employees say it is easy to use & efficient! The audit feature is great too so you can see who has opened & read the contract & when!
the only comment would be that sometimes if you want to edit some of the text, it formats incorrectly & can throw off the rest of the documents format, BUT it doesn't happen every time and could be our template with the issue. Recently i haven't had this problem.
Great Customer Service, Good Product
Comments: 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.
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.
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.
Comments: We needed a user-friendly contract management platform that offered a simplified signing mechanism, storage, searchability and reporting. We've found that in Concord.
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.
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.
Comments: My efficiency has greatly increased. I haven't always had the best of luck with IT assistance and wish that could be more accessible.
I have found it to be very easy to use. Concord has helped make my process more efficient.
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.
Concord - the Best application for Contracts!
Comments: It has been a lifesaver!
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!
I would say I wish that they would have an option to make a payment section after they sign the contract