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Concord

Contract Lifecycle Management for Salesforce

By Concord Wordwide Inc.Contract Management

Rating
Not rated yet
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Pricing
Paid
From $39 per user per month
Listed since
2018

About Concord

The World's #1 CLM Platform Works With The World's #1 CRM

  • --- The Concord Platform ----

Concord is a contract lifecycle management platform built for the entire organization. Radically simple in design, Concord's end-to-end solution makes it easier to create, collaborate, negotiate, e-sign, store, and manage agreements all on one ecosystem. Designed to meet the stringent requirements of legal - while easily adoptable by all departments, Concord centralizes documents and workflows, shortens time to signature, and improves compliance. Out-of-the-box integrations include: Salesforce, Okta, Box, Dropbox and Google Drive, plus Concord's API enables easy connection to additional systems.

  • --- Concord for Salesforce ----

Concord for Salesforce lets you create, populate and send contracts directly from Salesforce using Concord's Enterprise edition. With Concord for Salesforce, you can:

  • Generate contracts directly from your opportunities, using the most up-to-date predefined document templates
  • Send contracts for signature within Salesforce
  • View your contracts and track their progress
  • Enable auto Closed-Won upon signature

Enjoy faster sales, flawless compliance, and total visibility with Concord for Salesforce.

Highlights

  • A two-way sync gives you all the power of Concord in your Salesforce instance. Map pre-approved templates from Legal to SFDC fields so Sales can automatically generate contracts. Better compliance, faster deals, increased revenue.
  • Documents are automatically populated using Salesforce data from opportunities (Customer name, address, deal amount, etc.); Custom fields can be added quickly and easily, ensuring the correct information is entered into every contract.
  • Every stage of a contract in Concord can be tracked directly within SFDC, including auto Closed-Won upon signature, if enabled. With Concord for Salesforce, your Sales team has everything it needs to manage contracts without ever leaving Salesforce.

Screenshots and videos

E-signature and contract lifecycle management platform overview - Concord

Pricing

Paid, from $39 per user per month.

Concord plans
PlanPriceBilled
Essentials$39 per userMonthly

The publisher offers discounts.

Compatibility

Salesforce editions
  • Professional
  • Enterprise
  • Unlimited
  • Performance
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on March 18, 2022
Languages
  • English
  • French

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