Concord

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.