Concord
Contract Lifecycle Management for Salesforce
By Concord Wordwide Inc.Contract Management
- Rating
- Not rated yet
- Reviews
- No reviews yet
- 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
Pricing
Paid, from $39 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Essentials | $39 per user | Monthly |
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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