Concord Reviews: 4.3/5 — Solid Choice

Concord is a fantastic solution for small businesses looking to maintain and manage a contracts database. The software is easy to use and it's very powerful for the legal team to create templates and allow the business to draft contracts or other legal documents quickly and easily - with the confidence that standard terms cannot be changed. The support and customer management team are always quick to respond and happy to jelp.

While Concord has a high level of customisation in some cases (e.g., smart fields, custom tags, etc.) some of the functionality could be more customisable - such as if a date appears on the signing fields. However, the Concord team are always receptive to feedback.

Contract Management including Contract Database across all elements of the business.

Concord has great built in features and allows for easy accessibility and filtering to find what I need.

I have nothing negative to remark on- it is an intuitive and easy solution

It has helped us automate workflows and gives visibility and transparency. Also, it has helped us get organized and gets essential documents out of people's inboxes.

The upsides of using Concord are collaborating on managing the process of approval stages with contracts for new customers and renewals for our business. The program is really helpful for our team as we can create templates we regularly use and easily search documents we need to review.

The main dislike is more of a feature request related to maintaining the proper formatting when uploading Word documents. Sometimes they upload, and the formatting is funky.

The program helps us manage the process of approvals, bringing in all the stakeholders who need to be aware and/or approve certain aspects of the contracts, and makes the process more efficient.

Concord offers unlimited electronic signature requests, so I don't have to worry about limits. It's easy to use, and I have never had a problem where a client doesn't understand where to sign. It's also cheaper than the competition.

I can't think of anything I dislike. I'm very pleased with the software. The interface might be a little confusing the first few times you use it, but it's quite simple after that.

Concord allows me to request unlimited numbers of documents for signature from clients via email. I couldn't do my job otherwise since the signatures are a requirement.

Ease of use, menus to captured required information and readily available training.

Document upload and require too many clicks. Hot keys would be beneficial

Document storage and contact management

Easy to use and efficient and time managed

When locked out hard to get access because you have to locate the person

I don't know

It is helpful and critical to have a repository of agreements and I love that aspect of concord. Along with e-signing, etc.

Enablement of new users, which in my case is prospects.

Losing client agreements.

Friendly and easy Contract Management Tool, Faster set up and go live.

Tags should be reporting one by one by excel.

Totally effective. Total control over dates and expiration dates contracts.

I love that creating new contracts and processing them through execution is SO much easier and faster, because templates and signature management is all streamlined now.

It's not very intuitive yet, and the graphic user interface isn't super well developed yet. But, I've gotten used to the layouts, and I've played in the system and figured a LOT out by myself and am learning fast with the help of the EXCELLENT customer support.

I am Chief of Staff for my company, so I handle all our Contracts, Finance and Accounting, Business Development, Proposal Management and Writing, HR, etc. I was previously keeping track of our contracts using Excel spreadsheets, but it was so complicated, and since I wasn't working in contracts on a daily basis, it was almost impossible to keep track of the status of all our necessary contracts. Concord has saved me by providing an organizational system that makes it easy to create, process, store, and replicate our contracts.

Implementation was easy with our Client Success Manager and the Technical Team assisting us. Our Client Success Manager is helpful and responsive when we have questions. There was no third-party implementation team to add to our communications and cost. The user controls are easy to use, and the interface is clean and straightforward. I love that many of our contracts are now being returned in 1-2 days when it used to take weeks!

Concord does not have an internal spell-check, and documents can only be sent to external signers one at a time. I hope the developers can add these features in the future!

Our organization now receives notifications when contracts are about to expire, so we don't have to keep track of that manually or search through contracts to get that information. The best part is that it's so quick and easy to search for and find documents with just a few clicks using the Search, Filter, and Tags tools.