Concord Reviews

A great product that literally works every time.

Pros:

The best thing about Concord is simply that whatever the situation: 1 to 120 signatures, desktop or mobile, short documents or heavy shareholder agreements, etc... it never fails.

Cons:

I'd love a concord app that allows me to sign with my biometric signature and be notified whenever I have something to review and sign.

The best electronic signature option for my small business

Comments: I am using Concord to have clients sign services agreements. It is a requirement for my line of work and I need a new one for every transaction. It is very easy to upload documents and to tailor each signature request for each client. I am very happy!

Pros:

Concord has been a lifesaver. I signed up first with a competitor whose plan was more costly and limited the amount of documents I could send for signatures to only five per month. Concord is cheaper and has no limits on documents sent for signatures. It is very easy to upload files and add signature boxes, and it looks sleek and professional. I also found their sales team to be helpful and not pushy, and they steered me toward a plan that worked for me without trying to upsell me. I'm very happy!

Cons:

I really can't think of anything I don't like about using Concord. It has been a perfect fit for my small business electronic signature needs.

Concord Key To Managing Contracts

Comments: I use Concord to import, assign signatories, and send for execution for several different business units.

Pros:

Ease of importing documents for signature

Cons:

It is not always intuitive how to do something.

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

Comments: 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.

AI Concord Integration

Pros:

I find many of Concord's features to be designed in a very accessible way. It mirrors other document management Concords, which enables easy onboarding for teams accustomed to cloud-based document management systems. The "subsidiary" organization system is a very interesting structure that allows for a more confidential implementation of these cloud frameworks while still leaving room for flexibility in the overall system. My team was also part of the beta group for Concord's AI integration with Chat GPT. I found it especially helpful for summarizing long legal documents, allowing for swift extraction of important information. Using the integration required no effort or technological prowess on my end, which I appreciated. Personally, I believe that Concord's strongest feature is its customer success team. They are swift to reply to messages and are always on top of resolving issues as quickly and thoroughly as they can.

Cons:

Concord's features are great when they function well! While customer service is exceptionally responsive and quick to reply to messages, and the dev team does fix bugs fairly quickly, I have found that intentional features sometimes have components that either function oddly or do not serve their intended purpose/make using Concord more difficult rather than less so. This has improved over the past year, but there are still parts of the software that are finicky to use, prevent thorough information tracking, or do not cover as broad of a spectrum as they should.

My Journey with Concord

Comments: Concord has made my life as a sales manager easier. Before contracting process would take a lot of time with the back and forths on email. Since I started using concord, the turn over for contract signing has really improved. The other thing I love about it is the collaboration with the relevant stakeholders in real time.

Pros:

The easy collaboration in real time among parties the e-signature - Makes contracts to be signed faster the contract management life-cycle the organization of templates - reduces the complex contracting process

Cons:

I think other features should be added when editing documents. By this I mean features like the ones for word docs like different font styles, numbering, etc (Basically I would want word features to be incorporated)

Concord makes it easy

Comments: Before Concord, it could take weeks to get contracts back from our external signers. Now many of them are coming back in 1-2 days!

Pros:

The Lifecycle feature has the most impact because our organization now has visibility into which contracts are set to renew or expire, so we can be proactive and plan ahead.I really like the clean, simple user interface. I found most of the controls to be intuitive and easy to use when setting up and implementing the system.With Concord, users can open and view, draft, or work on multiple documents at once using the browser tabs. I have found this to be really convenient when comparing contracts side by side.

Cons:

At this time, the Concord system does not have a spell check built in. (However, the browser often prompts when there is a misspelled word.)At this time, Concord does not have the ability to send several contracts in one batch to external signers.

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.

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.

Contract Management for Higher Ed

Comments: Concord has helped our University streamline and simplify our contract review process. All of our documents are stored in one place and we can reference relating documents more easily.

Pros:

The pricing structure for this software is straightforward without high implementation costs like other options require. It is simple and the customer support is a team of real people who are available and reliable!

Cons:

The most challenging part for our team is not being able to redline pdf documents. You can still sign and add text fields but you cannot utilize the same functionality as you can with a live document within Concord.

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.

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.

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.

Pros:

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.

Cons:

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.

Very satisfied with Concord

Comments: Concord is very easy to use, easy to understand, helps us save time, and makes it convenient to track the progress of the contract. Compared to other products in the same category, Concord is very cheap and has more powerful features.

Pros:

My favorite features are the one-place contract storage, electronic signatures and reporting. Since we have clients all over the world, before using concord we often struggled with not having a fixed place to store our contracts. But now we can bulk upload or store a large number of contracts in this software, and the e-signature feature allows us to collect signatures from all over the world whenever and wherever we want - it doesn't get much more convenient than that. In addition, Concord offers customizable reports to view monthly contract progress, etc. We rely on this for many important decisions!

Cons:

Our team is very satisfied with the whole thing and it would be better if the software could be developed in more European languages

Fantastic easy to use software with great support

Comments: A great piece of software that is invaluable to the business. Concord is always releasing new features and are happy to take feedback on board.

Pros:

Concord is a fantastic piece of software that is easy to use and puts the power to all users within an organisation to assist with contract management. The use of templates is great, enabling all users to create contracts, monitor and engage - all with confidence that the main terms will not change.

Cons:

The software could use additional personalisation in places, however the Concord team are always working on new features and happy to take feedback on board.

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.

Pros:

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.

Cons:

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.

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!

Pros:

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.

Cons:

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.

Saved our small business from being buried under contract "to do's"

Comments: This software has saved me. My position entails a little bit of everything...HR, Finance and Accounting, Business Development, Proposal Management and Writing, Contracts, etc. Before Concord, I would try to keep track of which contracts I needed to write/update/get signed using Excel spreadsheets, but since I wasn't in Contracts Mode every day or even every month, I'd get lost and have difficulty remembering when something needed to be done or where I had been in the process. Concord makes it MUCH easier to keep track of the whole lifecycle of my contracts.

Pros:

I love the ease of creating new contracts from templates, of getting contracts signed electronically, and how easy it is now to see what's coming up for expiration. I also LOVE the customer service. I got the software, because it was inexpensive for my small business, but the customer support that comes with it is impressive! They are always available to answer my questions, to teach me more about how to make use of the features, and to guide me through better ways to use the software.

Cons:

The graphic user interface is a bit utilitarian, but once you get used to it, it works!

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!

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

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.

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 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.

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.

The System of Systems

Comments: 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.

Scalable Contract and Document Management

Comments: Very good. They are interested in scaling and furthering product with customer participation.

Pros:

Ability to use as document and contract repository for all organizational records.

Cons:

Customized reporting options in development with attentive technical support to ameliorate.

Great & Easy to Use Product

Comments: 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!

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.

Pros:

Easy searchability. Use of tags to link docs. Customizable reports.

Cons:

Pretty much any limitations from the early versions have been addressed and remedied over time.

At last a user friendly document repository

Comments: 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.

Easy to use with a native e-signature

Comments: Overall, I like that it's simple to use with a modern, intuitive user interface, has a native e-signature feature, a responsive and professional help desk, and at a reasonable price point. It's made a vast improvement in streamlining and organizing all our contracts.

Pros:

The native e-signature feature works very well. It's fairly intuitive and doesn't require external signatories to sign up or login. It even includes optional signature order and auto-request signature features that saves a lot of time not having to manually send the document to each person one at a time. Just send it to the first signatory and once it's signed, the system will automatically send it to the next signatory.

Cons:

The biggest challenge has been the formatting issues when converting documents into Concord to create templates and the limited native formatting options. Once the templates are completed then everything run fairly smoothly, but this setup phase can be a bit time-consuming.