What users are saying about
4 Ratings
3 Ratings
4 Ratings
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Score 8.6 out of 100
3 Ratings
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Score 9.3 out of 100

Likelihood to Recommend

Concord

Contract management is well suited, and templates are less appropriate, but still a nice feature.
Piper Paton Shano | TrustRadius Reviewer

FileInvite

File invite is specifically well suited for anyone that needs to collect certain documents from their customers. I'd say loan officers specifically. However, ideally, the templates would allow for a robust list of every potential document scenario, whereby the user would just go through and mark a check next to those documents required, rather than loading the invite with every available selection and then going through to delete those that are not necessary. This is slightly more time consuming and allows for more room for error.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Contract Authoring

Concord
8.5
FileInvite
Contract creation
Concord
8.4
FileInvite
Contract templates
Concord
9.1
FileInvite
Clause library/saved fields
Concord
7.6
FileInvite
Guided logic
Concord
9.1
FileInvite

Contract Collaboration

Concord
8.6
FileInvite
Contract sharing
Concord
8.6
FileInvite
Contract editing
Concord
8.6
FileInvite
Collaborating on contracts
Concord
8.6
FileInvite
Approval process
Concord
9.4
FileInvite
Interdepartmental workflows
Concord
7.6
FileInvite

Contract Monitoring

Concord
8.2
FileInvite
Contract database
Concord
7.8
FileInvite
Legacy contracts
Concord
8.2
FileInvite
Contract search
Concord
8.6
FileInvite
Contract milestone reminders & alerts
Concord
8.2
FileInvite
Custom contract reports
Concord
7.6
FileInvite
Tracking contract status
Concord
8.0
FileInvite
Compliance check
Concord
9.1
FileInvite

Pros

Concord

  • Automated templates are incredibly easy to implement. Concord also does, for the most part, very well at keeping formatting when uploading documents in Word. The only downside is if you use formulas (naming convention for contracts), if you do not copy + paste as values before uploading then it will give the contract the name of the formula.
Jacob Wall | TrustRadius Reviewer

FileInvite

  • Templates for similar use cases.
  • Customer notifications via email and text.
  • Ease of access to the request list by the recipient.
Anonymous | TrustRadius Reviewer

Cons

Concord

  • For what we use, we do not see any areas that are in need of improvement.
Shelle Pourmanafzadehardabili | TrustRadius Reviewer

FileInvite

  • I am hopeful to see more customization in the templates, such as the ability to check to include rather than delete to exclude certain items on a per-client basis.
  • The system allows text reminders and email reminders. There is a cost to the text reminders, but no way to send ongoing email reminders without texts if texts are enabled.
  • I'd like to see a way to send test invitations while fine-tuning a variety of invite types. Currently, I believe any invite goes against the # permitted for the fee paid.
Anonymous | TrustRadius Reviewer

Usability

Concord

No score
No answers yet
No answers on this topic

FileInvite

FileInvite 10.0
Based on 1 answer
Aside from a few minor recommendations, the solution is well thought through and very easy to set up. As a matter of fact, the onboarding support by the team was fantastic, and the ongoing availability to help while we were/are learning the platform has been extremely friendly and reliable.
Anonymous | TrustRadius Reviewer

Performance

Concord

No score
No answers yet
No answers on this topic

FileInvite

FileInvite 10.0
Based on 1 answer
It has been pretty smooth so far. There was an issue earlier this week that resulted in corrupted invites whereby the unique secure link failed, but I was able to resubmit the invitations quite simply, and they've assured me the issue was unusual and I won't be alarmed unless it happens again sometime soon.
Anonymous | TrustRadius Reviewer

Alternatives Considered

Concord

I would rather not compare apples and apples nor apples and oranges, and just share Concord has been an excellent Contract Management System for current organization.
Piper Paton Shano | TrustRadius Reviewer

FileInvite

There were at least two other solutions that I looked into. Of my list of needs, however, file invite had the majority of them covered, and I know that at least one other solution that I reviewed was significantly more expensive.
Anonymous | TrustRadius Reviewer

Return on Investment

Concord

  • Since our implementation, I am saving a few hours a month in managing our IC contracts.
  • When people have questions about contracts, now it's clear "Hey, look in Concord" versus "Hey, does John or Sally have this contract?".
Jacob Wall | TrustRadius Reviewer

FileInvite

  • It's a little too soon to tell, but we envision this solution will pay for itself.
  • We also see this solution as an improvement to the customer experience.
Anonymous | TrustRadius Reviewer

Screenshots

Pricing Details

Concord

General

Free Trial
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Entry-level set up fee?
No

Concord Editions & Modules

Edition
Starter, starting at$501
Professional, starting at$751
Enterprise, starting at$951
  1. per seat, per month, billed annually
Additional Pricing Details
All inclusive pricing built for you. Concord pricing includes implementation, services, and unlimited support. All Concord plans include unlimited documents and unlimited e-signatures.

FileInvite

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

FileInvite Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Concord
9.0
FileInvite
10.0

Usability

Concord
FileInvite
10.0

Performance

Concord
FileInvite
10.0

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