Concord - Contract Lifecycle Management for Salesforce
By Concord Wordwide Inc.
Starting at $39 USD per user per month
Discounts available for nonprofits
Latest Release
3/31/2025
CATEGORIES
Contract Management Accelerate deals with Concord.
Create and send pre-approved contracts directly from Salesforce with the click of a button. Negotiate online, without ever leaving SFDC, tracking changes automatically. Faster processes, 100% compliance.
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.
Description
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.
Features
Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents
- Custom Objects: 9
- Custom Applications: 2
- Custom Tabs: 2
Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components
- Global: 0
- App Builder: 0
- Community Builder: 0
Requirements
Support
Additional Information
Concord's mission is to empower people and organizations to agree more. Driven by the belief that agreements are the foundation of everything, Concord was built to remove the frictions that stand in the way of agreements. Concord's radically simple contract management platform is designed for everyone across any organization. Today, Concord enables over 400 companies and 260,000 users across 132 countries to create, collaborate, sign, store, and manage their agreements all in one place. Built with intuitive features like online negotiation and editing, deadline alerts, and approval workflows, Concord gives users everything they need to manage the entire contract lifecycle -- making growth and compliance equally achievable.
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