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Concord Documents - Automatic Document Generation with your Data

By Concord Technologies

Automatically generate PDF, Word, or Google Doc from your Salesforce data.

$7   USD/user/month
Try It
Business Need
Document Generation
Requires
None

Automatically generate PDF, Word, or Google Doc from any Salesforce data based on your templates. After your document is generated you can email it, attach it, or send for esignature. Available in the US only.

Highlights

One-Click Document Generation: Instantly create any document type including contracts, quotes, and invoices from Salesforce data with automated workflows.

Collaborate in Real Time: Use Google Docs integration for seamless editing, redlining, and version control during negotiations.

End-to-End Automation: Combine document generation with Concord Signature and Concord Cloud Fax for a complete, secure workflow.

Multi-Format Flexibility: Generate documents in Google Docs, PDF, or Word to fit any business need.

Cloud-Based Access: Manage templates and documents directly within Salesforce from anywhere.

Provider Details

Concord Technologies
Seattle, WA
Founded
1996
Website
Email
Trust Center
Phone
206.441.3346

Concord Technologies is a leading provider of Secure Document Exchange, Intelligent Document Processing, and Interoperability solutions to healthcare providers, payers, and other highly regulated businesses. For 30 years, billions of sensitive records containing valuable patient information have been reliably, accurately, and securely sent and received across Concord’s digital health network, and today, the company processes over 4 billion pages of protected data each year. Its Practical AI™-powered Concord Connect™ platform converts unstructured documents into actionable data to improve referral management, prior authorization, and other critical workflows. Concord is trusted by leading healthcare organizations to modernize how information flows across care systems and help solve the most pervasive administrative challenges in the healthcare industry.

Pricing Details

Volume discounts available.

Monthly

$7 USD/user/month

Free trial available for 15 days

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