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Concord - Contract Lifecycle Management for Salesforce

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

Overview

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.

See How Concord - Contract Lifecycle Management for Salesforce Works

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.

---- 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.