Skip to content
E
ERPResearch
Concord logo

Concord

by Concord · Contract Lifecycle Management

AI-native contract lifecycle management platform for drafting, negotiating and e-signing contracts.

Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.

Works with
SalesforceHubSpotNetSuite / QuickBooks / other ERP-accounting systems
Deployment
Cloud
Pricing
Tiered subscription (annual billing)

Overview

Concord is a contract lifecycle management (CLM) platform that covers the full contract process from intake and drafting through negotiation, e-signature, storage and renewal tracking. It positions itself for a "post-legal" workflow model where business teams (sales, procurement, HR, finance, operations) self-serve routine contracts from legal-approved templates while legal focuses on higher-risk agreements.

The platform includes AI-powered contract review that extracts parties, dates, values, obligations and key terms from uploaded documents, plus automated risk flagging and edit recommendations. Collaboration tools include mobile redlining, version control, comments and built-in e-signature. A centralized, searchable repository and reporting dashboards give visibility into contract volumes, cycle times, renewal exposure and portfolio risk.

Concord connects to CRM systems (Salesforce, HubSpot) to auto-generate contracts from deal or contact records, to cloud storage (Dropbox, Box, Google Drive) for document sync, and to thousands of other business applications via Zapier, webhooks and an open API. It does not appear to offer native, pre-built connectors to specific ERP or accounting systems (e.g., NetSuite, QuickBooks, SAP) — connectivity to those systems is done via Zapier or the open API/webhooks rather than a certified prebuilt integration.

Screenshots & demo

Demo video from the vendor's YouTube channel.

Modules & capabilities

Concord covers 29 of 56 capabilities we track in this category

52%
  • Centralized contract repository
    Core strength
  • Full-text search
    Supported
  • AI natural-language search / Q&A
    Not evidenced
  • Metadata tagging and custom fields
    Not evidenced
  • OCR / bulk legacy contract ingestionBulk .zip upload; analyzes any uploaded document format
    Supported
  • Role-based access controls
    Not evidenced
  • Contract hierarchy / parent-child linking
    Not evidenced

“Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.

Common use cases

  • Letting sales reps generate and send sales contracts directly from Salesforce or HubSpot deal records
  • Giving procurement and HR self-service access to legal-approved contract templates
  • Using AI extraction to build a searchable inventory of obligations and key terms across a legacy contract backlog (via bulk .zip upload)
  • Automating renewal and deadline alerts to prevent contracts from silently auto-renewing
  • Negotiating and redlining vendor or customer contracts collaboratively with version history
  • Producing executive reports on contract cycle time, volume and renewal exposure
  • Routing contracts through configurable, multi-step approval workflows before signature

Strengths & considerations

Strengths

  • AI-native positioning aimed at letting business teams self-serve routine contracts while legal focuses on high-risk agreements
  • Native CRM integrations with both Salesforce (AppExchange-listed) and HubSpot for generating contracts directly from deal records
  • Broad no-code extensibility via Zapier (5,000+ apps), open API and webhooks rather than a narrow set of prebuilt connectors

Concord customer case studies

How companies use Concord alongside their ERP — pulled from Concord's published customer stories, with the ERP each customer runs where they state it.

Yates Construction

Construction · United States · Enterprise

time-consuming contract signing process with manual email distribution, disconnected email chains, and lack of version control across 15 regional divisions

Employees
5000+
Employees
Time Savings
thousands per month in labor hours
Time Savings
Regional Divisions
15
Regional Divisions

Home Chef

Food & Beverage · Mid-Market

accessing contracts during off-hours or remote work, lack of centralized repository, time spent searching instead of strategic work

Search Time
reduced to seconds
Search Time
Contracts Managed
1400+
Contracts Managed

Denison University

Education · United States · Enterprise

inefficient legacy signing requiring print-scan-email cycle and hundreds of hours of manual data extraction from contracts

Time Savings
30%
Time Savings
Agreements Per Year
4000+
Agreements Per Year

PAAY

Technology · United States · Mid-Market

outdated proposal management lacking mobile redlining, audit trails, HubSpot integration, and automated renewal tracking

Revenue Driver
renewal upsell opportunities
Revenue Driver
Hours Saved Per Week
estimated
Hours Saved Per Week

LeoVegas

Technology · Enterprise

accessing key information buried in complex contracts with multiple addenda and revisions consuming 10 hours per week

Time Savings Per Week
10
Time Savings Per Week
Time Savings Per Year
500+
Time Savings Per Year

DemystData

Financial Services · United States · Mid-Market

managing constant negotiations with many data providers using multiple unsynced tools causing workflow bottlenecks and approval delays

Implementation Time
3 weeks
Implementation Time

These customers also appear in ERP implementation stories

The same companies show up in our library of ERP implementation case studies — useful for seeing what the wider stack around this add-on looks like.

  • ThredUp · NetSuite ERP

Summarised from each vendor's published customer stories. Figures are the vendor's own claims, not independently verified by ERP Research. See all 18 Concord case studies

Used Concord with your ERP? Rate it in 30 seconds — it helps every buyer after you.

Rate it

ERP integrations

SalesforceMarketplace →
Prebuilt native integrationBi-directional

Listed on Salesforce AppExchange; auto-generates and syncs contracts from deal/contact records

HubSpot
Prebuilt native integrationBi-directional

Auto-fills contracts with HubSpot deal data; listed in the HubSpot App Marketplace

Zapier or open API/webhooksBi-directional

No native prebuilt connector found; connectivity available via Zapier's 5,000+ app catalog or Concord's open API

Pricing

Full Concord pricing breakdown — cost at 25/100/500 seats, competitor rates & FAQs

Model
Tiered subscription (annual billing)
Starting price
$499/month (Essentials plan, paid annually, 5 users included)
Free trial
Yes

Three tiers: Essentials ($499/mo), Business ($899/mo), Enterprise ($1,299/mo), each including 5 users with additional users priced per seat ($49-$89/mo depending on tier). Higher tiers add custom workflows, deeper integrations and advanced admin controls. Get an independent shortlist with pricing guidance below.

What does Concord cost?

Concord prices by quote, like most of this category. Here is what actually drives your number — and what to ask before you get one.

  • Named usersa per-seat subscription, so cost scales with how many people need access (8 of 14 vendors here).

By submitting, you agree that ERP Research may share your details with matched ERP implementation partners, who may contact you about your enquiry. Privacy policy

3 of the 14 vendors we track in this category publish no list price at all.

Technical & security

Hosting
SaaS (multi-tenant)

Alternatives to Concord in Contract Lifecycle Management

Concord — frequently asked questions

Does Concord integrate with Salesforce or an ERP system?

Concord has a native, AppExchange-listed integration with Salesforce (and HubSpot) that generates and syncs contracts from CRM records. For ERP and accounting systems such as NetSuite or QuickBooks, Concord does not publish a certified prebuilt connector; connectivity is available through Zapier's 5,000+ app catalog, webhooks, or Concord's open API.

How much does Concord cost?

Concord is sold on three annual-billing tiers: Essentials at $499/month, Business at $899/month, and Enterprise at $1,299/month, each including 5 users with additional users billed per seat.

What does Concord's AI actually do?

Concord's AI extracts parties, dates, values, obligations and other key terms from uploaded contracts, flags risks, and recommends edits, reducing manual contract review.

Who is Concord designed for?

Concord targets legal, procurement, sales, finance, HR, operations and IT teams, with a self-service model that lets business users create and manage routine contracts from legal-approved templates.

Compare Concord head-to-head

Free PDF · Vendor-neutral · No sales calls

The Contract Lifecycle Management Buyer's Guide

Before you commit to Concord, see how it sits against the 14 contract lifecycle management systems we track — on capability, ERP integration depth and what each one actually charges for.

Contract Lifecycle Management Buyer's Guide

14 systems compared · 2026

ERP Research

  • Concord compared side-by-side with 13 alternatives
  • ERP integration checklist — what to verify before you shortlist
  • The pricing questions that change the quote
  • A Concord evaluation brief, included with the guide
Free Download

Contract Lifecycle Management Buyer's Guide

By submitting, you agree that ERP Research may share your details with matched ERP implementation partners, who may contact you about your enquiry. Privacy policy

Sent to your inbox in seconds. No spam, one-click unsubscribe.

Join 2,000+ companies using ERP Research to find their ideal ERP

Get a quote for Concord

Concord publishes a list price, but the number you pay depends on volume, modules and integration scope. Tell us your setup and we'll come back with a realistic figure and the alternatives worth quoting against it.

By submitting, you agree that ERP Research may share your details with matched ERP implementation partners, who may contact you about your enquiry. Privacy policy

Join 2,000+ companies using ERP Research to find their ideal ERP