Close more deals, faster
From generating contracts to syncing with Salesforce, Concord empowers sales teams to close business faster.
Learn how sales teams use Concord for:
- Automating contracts & quotes
- Predefined approvals
- Collaborating with customers
- Customer relationships
- Strategic reporting
- Integrating with Salesforce
Instantly generate contracts and quotes
- Use the right templateUse pre-approved templates so you don’t spend time searching for the right contract and requesting approval. Never worry about using an outdated version.
- Automate creation with SalesforceCreate customized quotes and contracts, send them to the right people, and track their progress – all directly from Salesforce.
- Or automate with anything else: Excel, Open API, etc.Concord lets you create thousands of customized documents instantly, using a wide array of tools to adapt to your business.
Speed‑up internal approval
- Define precise editing rightsDecide which teams can modify specific parts of your document, and ensure that only legal can change that liability clause.
- Use predefined workflows, or build your own custom oneConcord lets you create predefined workflows based upon your company’s compliance policies. Or build a custom one for your agreement.
- Automatically route documents based on thresholdsHave an amount or a discount threshold that requires additional approvals? Using conditional rules, Concord will automatically detect and route your document to the right people for approval.
Accelerate closing with live editing & e‑signature
- Real-Time EditingSave time and edit online, instead of emailing back and forth. Approve or reject any suggestions made right on Concord.
- Automated VersioningEvery change made to a document is automatically saved, so you’ll never lose track of a prior version.
- E-signatureWith one click, send your contract to your third party for e-signature – no more downloading and emailing. Using Concord’s built-in e-signature means your sales team closes deals in minutes, not days.
Improve relationships with your customers
- Discussion PanelComment on the document as a whole or on a specific clause/paragraph right on Concord, instead of by email. See all remarks at a glance in the discussion panel.
- Private/Public Chat & CommentingChoose whether your comments are limited to your internal teams, or should be seen by your external guests.
Improve strategy by reporting on contract terms
- Bi-directional sync with ConcordSalesforce automatically syncs to reflect changes made on Concord, ensuring you can effectively leverage your Salesforce data for forecasting or other reporting needs.
- Contract intelligenceInstantly see the amounts, terms, or conditions of your contracts, so you can quickly identify opportunities for upsell and expansion.
- Automate steps post-signatureSet up your opportunities to automatically move to Close-Win once a contract is signed, so you can further automate your post-execution workflow in Salesforce.