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.

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.

Concord Streamlines Document Signing with Ease

Comments: Concord has streamlined our processes for document signatures by our staff and has been a huge time-saver for us.

Pros:

Concord was very easy to set up and manage from one school year to another. It has totally streamlined our annual Employment Agreements and other documents that require signature by our faculty and staff. The Concord administrative team is very responsive and knowledgeable of the product. Their pricing was perfect for our budget.

Cons:

Once the system is set up it runs very smoothly.

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)

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.

Best in class tool to sign and manage your contract with your clients

Comments: Now I like to manage my contract and follow signature process with my clients.

Pros:

The UX to use template to create a new contract in it. Also the process to sign: simple, easy to use and mobile first.

Cons:

The document management should be improve in the future but it is very ok for now.

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.

Concord for the win!

Comments: My overall experience with Concord is great. I have no issues or concerns.

Pros:

Concord has mad my job a lot easier. I am able to see documents signed in a timely manner with a chick of a button.

Cons:

The search feature, somethings are hard to find.

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.

Game Changer

Comments: Concord was the first vendor I did a demo with. I knew as soon as it was over that Concord was going to be my favorite. After going through 10 demos, I chose Concord. The price wasn't something that I was concentrated on although, it didn't hurt that they were WAY lower than their competitors. The ease of use and how functional the system was stood out above all the systems I viewed. Training and support is always available and very helpful. They are there to hand hold or cheer you on - either way, I applaud this company and the full spectrum of value this system added to my daily job.

Pros:

Hitting the ground running is what I like best about this software. I barely needed training as the ease of use on this software allows you to integrate into daily workflows as if it was always there. The clause library is probably my most favorite and building it up has been a breeze. It's simple use and creation of the tool is what keeps me from going crazy looking at Excel spreadsheets all day!

Cons:

The one thing that stands out to me is the loading of 3rd party paper or the building of templates. I am not able to edit as freely when I am loading in another's company document. The formatting can get messed up and fixing it isn't exactly easy. It's definitely not stopping me from using this software but it could be better.

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.

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

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.

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!

MS Review of Concord

Comments: So far, the benefit of having a central location to maintain documents has been worth the few problems that I have encountered to date.

Pros:

We have been using Concord only for 4 months. First and foremost, I like the onboarding process. An assigned agent of Concord is readily available, works with you in getting familiarized with the system, allows you to move at your own pace at your own pace, and finds answers to questions that she does not have. I also like the ease of use. It is very user friendly.

Cons:

There are some features that would be helpful to have. For example - you have the ability to add fields but Concord does not have the ability to keep a running list of the added fields. So, it is necessary to type the field name in every time and to remember what fields were created and what they were called. It also does not allow the use of commas in folder names or in third party names.

best document management system for the price

Pros:

Shared document editing; approval workflow

Cons:

Version history is harder to see at times

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.

Pros:

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.

Cons:

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.

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.

Concord - the Best application for Contracts!

Comments: 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

Concord Feedback/ Assessment

Comments: Customer service is amazing. The staff of concord listen to their customers and always try to find a way to find a solution to our concerns.

Pros:

The reports and keeping all of the files in one exclusive location.

Cons:

The "In Box" feature. Doesn't operate like a traditional "In Box". When I move files to the share folder, I don't want them to still be stored in the "In Box". If I need to find a document, the search feature is what I use. I would love for this to be changed.

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.

VP of Finance

Pros:

I found Concord that is easy to use and user friendly. I did not have much training but was able to get myself familiar with the Concord very quickly.

Cons:

I think that the organization can be better