Concord for Nonprofits: AI Contract Lifecycle Management
Your team is stuck emailing Word documents back and forth with vendors. Your finance director can't tell which contracts are up for renewal without opening dozens of PDFs. Your board chair needs to review a grant agreement, but you're not sure if you're looking at the latest version. Concord is an AI-powered contract management platform that centralizes drafting, negotiation, approval, and signing in a single workspace—with transparent pricing, unlimited e-signatures, and an AI Copilot that answers contract questions in plain English. With documented 400% faster contract reviews and a familiar Google Docs-style editor, Concord makes enterprise contract management accessible to growing nonprofits.
What It Does
Contract chaos is a silent tax on nonprofit operations. Vendor agreements sit in someone's inbox awaiting signatures. Partnership MOUs disappear into shared drives never to be seen again. Grant contracts with complex deliverables get signed without anyone reading the fine print. Legal review takes days because nobody can find the current version. When contracts finally get signed, there's no systematic way to track renewal dates or deliverable milestones—until someone misses a deadline and it's too late.
Concord replaces email-driven contract management with a centralized platform where every contract lives in one place, from first draft to final signature. The editing experience is intentionally familiar—if you've used Google Docs or Word, you already know how to work in Concord. Multiple team members can edit simultaneously, changes are tracked automatically, and version history is never lost. When your development director drafts a corporate sponsorship agreement, your legal advisor can review it in real-time, your ED can approve it with a click, and the partner can sign it electronically—all without a single email attachment.
What makes Concord particularly valuable for nonprofits is the AI Copilot feature included in every plan. Instead of reading through 30-page grant agreements to find the reporting requirements, you can ask the AI "What are our deliverable deadlines?" and get an instant answer. When reviewing a vendor contract, you can ask "What are the termination conditions?" or "Is there an auto-renewal clause?" The AI reads the document and responds in plain English, dramatically reducing the time your team spends hunting for information buried in legal language. Business users report getting AI contract reviews in 23 seconds—a task that previously required scheduling time with legal counsel and waiting days for feedback.
Concord's value proposition centers on removing friction from the contract lifecycle. Unlimited e-signatures are included in all plans, eliminating per-signature fees. Unlimited free viewers and guests mean board members or external partners can access contracts without consuming paid seats. The platform extracts metadata automatically—key dates, parties, contract values—so your repository becomes searchable and reportable without manual data entry. When a foundation asks "Can you send us your liability insurance details from the vendor contract?", you can find the answer in seconds instead of hours.
Best For
Organization Size
Mid-sized to larger nonprofits ($1M+ annual budget) that process 10+ contracts per month and struggle with collaboration bottlenecks, lost versions, or contract visibility.
- Organizations with 10-100 staff needing contract access
- Multi-department teams requiring approval workflows
- Nonprofits transitioning from ad-hoc email processes
Primary Use Cases
Managing vendor agreements, grant contracts, partnership MOUs, consulting agreements, and employment contracts with multiple stakeholders and approval requirements.
- Collaborative contract drafting and negotiation
- Multi-step approval workflows for compliance
- Contract repository with renewal tracking
Key Roles
Operations managers, grant managers, development directors, and nonprofit leaders who need to streamline contract workflows and improve visibility.
- Operations/COO managing vendor relationships
- Grant managers tracking deliverables and compliance
- Executive directors approving agreements
Not Ideal For
Very small nonprofits with simple contract needs or organizations processing fewer than 5 contracts per month.
- Organizations with budgets under $500K annually
- Teams only needing basic e-signature capabilities
- Nonprofits requiring mostly proposal generation vs CLM
Key Features for Nonprofits
AI Copilot & Search
Natural language contract intelligence on every plan
Ask questions about any contract and get instant answers in plain English. The AI reads through complex grant agreements, vendor contracts, and partnership MOUs to find the information you need—no legal training required. AI Search helps you find specific clauses or terms across your entire contract repository in seconds.
- "What are our grant reporting deadlines?"—instant answers
- Identify liability clauses or auto-renewal terms automatically
- Business users get AI review in 23 seconds vs days
Real-Time Collaboration
Google Docs-style editing for contracts
Multiple team members can edit contracts simultaneously with tracked changes, comments, and version history. No more emailing Word documents or wondering which version is current. Internal stakeholders and external partners collaborate in the same workspace, reducing email ping-pong by 60%.
- Browser-native editor—no downloads or plugins required
- Redlining and negotiation with external parties in-platform
- Complete audit trail of every edit and comment
Workflow Automation
Custom approval flows and intake forms
Create multi-step approval workflows so contracts automatically route to the right people based on value, type, or department. Intake forms collect necessary information upfront, reducing back-and-forth emails. Business plan and above includes custom roles and permissions for compliance.
- Vendor contracts >$10K auto-route to finance + board
- Intake forms ensure all necessary fields are completed
- Automated reminders prevent bottlenecks and delays
Unlimited E-Signatures
No per-signature fees on any plan
Every Concord plan includes unlimited e-signatures and unlimited free viewers/guests—no nickel-and-diming for basic functionality. Board members, external partners, and vendors can sign contracts without consuming paid seats or incurring per-document fees that plague traditional e-signature tools.
- Sign 10 contracts or 1,000—same monthly price
- Unlimited free guest access for external signers
- Legally binding signatures with full audit trails
Smart Contract Repository
AI-powered metadata extraction and search
Concord automatically extracts key data from contracts—dates, parties, values, renewal terms—and makes your repository searchable without manual tagging. Find contracts expiring next quarter, identify all agreements with a specific vendor, or pull liability terms across your entire portfolio in seconds.
- AI metadata extraction—no manual data entry required
- Full-text search finds any clause or term instantly
- Renewal reminders prevent missed deadlines
CRM & Storage Integrations
Native connectors + 5,000+ Zapier integrations
Sync contract data with Salesforce, HubSpot, Google Drive, Box, and Dropbox. Create contracts directly from CRM records, automatically populate agreement fields with donor or vendor data, and store signed contracts in your existing file structure. Business plan and above unlocks native CRM integrations.
- Salesforce: Create contracts from opportunity records
- HubSpot: Trigger workflows when contracts are signed
- Zapier: Connect to 5,000+ apps for custom workflows
Real-World Nonprofit Use Case
Consider a regional food bank managing relationships with 50+ community partner agencies, each requiring an annual partnership agreement outlining food distribution protocols, liability, and reporting obligations. Previously, the operations team spent weeks each year chasing signed agreements via email, losing track of which version incorporated the latest legal edits, and manually entering renewal dates into a spreadsheet. When questions arose about insurance requirements or food safety protocols, staff had to open individual PDFs and search through pages of legal text.
With Concord, the food bank creates a standardized partnership agreement template with customizable fields for each agency. When it's time for annual renewals, they generate 50 agreements from the template with agency information pre-populated from their CRM via Salesforce integration. Partners log in to review and sign electronically—no email attachments, no version confusion. The operations director uses AI Copilot to instantly answer questions like "Which agencies have cold storage requirements?" or "What are our food safety certification obligations?" by querying the AI across all 50 contracts at once.
The approval workflow routes high-value vendor contracts through finance and the board automatically, ensuring nothing gets signed without proper oversight. When a foundation asks for proof of insurance coverage from the organization's warehouse lease, the grants manager uses full-text search to find the relevant clause in seconds—no digging through shared drives. Renewal reminders alert the team 90 days before contracts expire, preventing accidental lapses. The result: what once took 40 hours of administrative time per year now takes 8 hours, and contract compliance has improved from 70% to 98%.
Pricing
Concord offers transparent, published pricing with three tiers. All plans include unlimited documents, unlimited e-signatures, unlimited free viewers/guests, and AI features. Pricing is billed annually.
Essentials
$399-$499/month
Billed annually • 5 included users
- Unlimited documents & e-signatures
- AI Copilot & AI metadata extraction
- Contract repository with full-text search
- Templates, redlining, and collaboration
- Reminders and audit trails
- $49/user/month for additional users
Business
$699/month
Billed annually • 5 included users
- Everything in Essentials, plus:
- Intake forms and approval workflows
- Custom roles and permissions
- Native CRM integrations (Salesforce, HubSpot)
- Google Drive, Box, Dropbox sync
- $54/user/month for additional users
Enterprise
Custom Pricing
Contact sales • Volume discounts
- Everything in Business, plus:
- Clause library for standardization
- Bulk send capabilities
- Subsidiary management
- Custom email branding
- Full REST API access
Pricing Notes
- No hidden fees: Concord publishes all pricing on their website—no surprises or undisclosed add-ons
- Annual billing required: All plans are billed annually upfront
- Nonprofit discount: Not publicly advertised—contact sales to inquire about mission-driven organization pricing
- Volume discounts: Enterprise plan offers volume-based pricing for larger organizations
Nonprofit Discount & Special Offers
Concord lists nonprofits as one of their served customer segments, indicating they work with mission-driven organizations. However, specific nonprofit discount information is not publicly advertised on their website.
How to Inquire About Nonprofit Pricing
- Contact sales directly: Visit concord.app and request a demo or contact their sales team
- Mention your 501(c)(3) status: Provide your EIN and mission statement when inquiring
- Ask about volume discounts: Organizations processing 50+ contracts/month may qualify for Enterprise volume pricing
- Negotiate based on contract volume: If your contract volume is lower than typical enterprise clients, emphasize this when discussing pricing
Note: Even without a published nonprofit discount, Concord's transparent pricing and unlimited e-signatures eliminate many hidden costs found in competing CLM platforms. Organizations can budget confidently knowing exactly what they'll pay.
Note: Prices may be outdated or inaccurate.
Learning Curve
What Makes It Accessible
- Familiar interface: Editing experience mirrors Google Docs or Microsoft Word—no new paradigm to learn
- AI Copilot simplifies complexity: Ask questions in plain English instead of learning complex search syntax
- Deploy in 1 day: Concord markets fast implementation compared to traditional enterprise CLM platforms
- Templates reduce starting friction: Pre-built templates mean you don't start from scratch
Where You'll Need to Invest Time
- Workflow configuration: Setting up intake forms and approval workflows (Business plan) requires planning your processes
- Integration setup: Connecting Salesforce or HubSpot requires understanding your CRM data structure
- Template customization: Building robust templates requires thoughtful field design and testing
- Change management: Moving from email-based workflows to centralized CLM requires team buy-in and training
Time to Value
- Day 1: Create account, import first contracts, start using AI Copilot for Q&A
- Week 1: Set up templates, invite team members, complete first collaborative contract
- Month 1: Configure approval workflows (Business plan), integrate CRM, train team on repository search
- Month 3: Full team adoption, automated workflows running smoothly, measurable time savings
Integration & Compatibility
Native Integrations (Business Plan+)
Concord's Business plan and Enterprise plan include native connectors for major CRM and storage platforms, enabling deep two-way sync and automated workflows.
CRM Integrations
- Salesforce: Create contracts from opportunities, populate fields from CRM data, track contract status in Salesforce
- HubSpot: Trigger workflows when deals progress, sync contact data for contract generation
Storage Integrations
- Google Drive: Auto-save signed contracts to specified Drive folders
- Box / Dropbox: Sync contract repository with existing file structures
Zapier Integration (All Plans)
All Concord plans can connect to 5,000+ business apps via Zapier, enabling custom workflows without native integrations or coding.
- Slack: Get notifications when contracts need approval or are signed
- QuickBooks / Xero: Create invoices when service contracts are signed
- Airtable / Asana / Monday.com: Trigger project tasks when partnership agreements are executed
- Gmail / Outlook: Send automated emails at contract milestones
API Access (Enterprise Plan)
Enterprise plan includes full REST API access for custom integrations, allowing developers to build proprietary workflows or connect Concord to proprietary nonprofit systems.
- Create contracts programmatically from custom applications
- Extract contract data for custom reporting dashboards
- Integrate with proprietary nonprofit case management or grants systems
Data Portability
Concord allows you to export contracts and metadata to ensure you maintain access to your data if you ever need to migrate platforms.
- Export contracts as PDFs or Word documents
- Download contract metadata and audit trails
- Batch export capabilities for repository migration
Pros & Cons
Strengths
- Transparent pricing: Published prices on website with no hidden fees—rare for CLM platforms
- Unlimited e-signatures: No per-signature nickel-and-diming like Docusign or PandaDoc paid tiers
- AI Copilot on all plans: Natural language contract Q&A isn't locked behind enterprise tier
- Fast implementation: "Deploy in 1 day" vs months for traditional CLM platforms
- Familiar editing interface: Google Docs-style editor reduces learning curve
- Real-time collaboration: Eliminates email ping-pong and version confusion
- Unlimited free viewers/guests: Board members and external partners don't consume licenses
- Strong integrations: Native Salesforce/HubSpot + 5,000+ Zapier apps
Limitations
- No published nonprofit discount: Unlike competitors (Juro 15%, PandaDoc nonprofit pricing), must inquire directly
- Higher entry price: $399-$499/month minimum vs PandaDoc $19/user or simpler e-sign tools
- Annual billing required: No monthly payment option—must commit to full year upfront
- No self-serve free trial: Must schedule demo with sales—can't test drive independently
- CRM integrations only on Business+: Salesforce/HubSpot sync requires $699/month tier
- Overkill for basic needs: Nonprofits only needing e-signatures are better served by simpler tools
- Less flexible than PandaDoc: Focused on CLM vs PandaDoc's broader document automation (proposals, quotes)
- Limited public reviews: Smaller user community compared to Docusign or PandaDoc
Bottom Line
Concord is best for mid-sized to larger nonprofits that need comprehensive contract lifecycle management with AI assistance, real-time collaboration, and enterprise integrations. The transparent pricing and unlimited e-signatures provide cost predictability. However, smaller nonprofits or those with simple e-signature needs should consider PandaDoc (lower cost, more flexible) or basic e-sign tools like Docusign eSignature. If you're emailing Word documents and struggling with version control, Concord solves that problem—but if you're just collecting occasional signatures, it's likely overkill for your needs and budget.
Alternatives to Consider
PandaDoc
Broader document automation at lower cost
PandaDoc handles contracts, proposals, quotes, and forms with AI writing assistance. Three times less expensive than Concord and easier to adopt for small teams. Better choice for nonprofits needing flexible document automation beyond pure CLM.
Juro
AI-native CLM with 15% nonprofit discount
Juro offers similar AI-powered CLM capabilities with GPT-4o, unlimited users on all plans (vs per-seat pricing), and a published 15% nonprofit discount. Better for organizations that want volume-based pricing and confirmed nonprofit savings.
Docusign IAM
Industry leader with 50% nonprofit discount
Docusign's Intelligent Agreement Management offers enterprise CLM with Navigator AI, Maestro workflow automation, and up to 50% nonprofit discount. Larger user base and more established platform, but higher enterprise pricing even with discount.
Choosing Between Alternatives
- Choose PandaDoc if: You need proposals, quotes, and contracts in one tool at the lowest price point
- Choose Juro if: You want unlimited users, confirmed nonprofit discount, and AI-native CLM
- Choose Docusign IAM if: You need the most established platform with the largest ecosystem
- Choose Concord if: You value transparent published pricing, fast implementation, and Google Docs-style collaboration
Getting Started with Concord
1Schedule a Demo
Visit concord.app and request a personalized demo. Prepare to discuss your organization's contract volume (how many contracts per month), contract types (vendor, grants, partnerships), and current pain points (version control, approval bottlenecks, search). Mention your nonprofit status and ask about mission-driven organization pricing.
What to bring to the demo:
- 2-3 sample contracts representing your most common types
- Estimated monthly contract volume and team size
- Current CRM platform (if you need integration)
- Your 501(c)(3) EIN for nonprofit pricing inquiry
2Pilot with Core Team
Start with a small pilot team (3-5 people) managing one contract type. Import 5-10 existing contracts into the repository and test the AI Copilot Q&A features. Create your first template and practice collaborative editing. Test the e-signature workflow with an internal or low-stakes external partner. Evaluate whether the platform solves your version control and visibility problems before rolling out organization-wide.
Pilot success criteria:
- • Reduce contract review time by 50% compared to email-based process
- • Complete at least 3 contracts from draft to signature in the platform
- • Get positive feedback from 1-2 external partners on the signing experience
- • Team members can find contract information via AI Copilot without help
3Configure Workflows & Templates
Once your pilot proves successful, invest time in building robust templates for your most common contract types (vendor agreements, partnership MOUs, consulting contracts). Map out approval workflows based on contract value or type—e.g., contracts over $25K require finance and ED approval. If you're on the Business plan, set up intake forms to standardize how new contracts are requested. Configure integrations with your CRM or file storage to ensure contract data flows where your team already works.
4Migrate Historical Contracts & Train Team
Import your active contract library (at minimum, all contracts with upcoming renewals or active deliverables). Let the AI extract metadata so your repository becomes immediately searchable. Train your full team on the platform, emphasizing the AI Copilot for answering contract questions, the collaborative editor for real-time negotiation, and the repository search for finding historical agreements. Create documentation or quick-reference guides for common workflows. Monitor adoption over the first month and address any friction points quickly—the value compounds as more contracts enter the system.
Need Help with Implementation?
Moving from email-based contract management to a centralized CLM platform requires change management, workflow planning, and team training. One Hundred Nights helps nonprofits evaluate contract management tools, design approval workflows that match your governance requirements, build custom templates, and train your team on AI features. We ensure your investment in Concord delivers measurable time savings and improved compliance.
Frequently Asked Questions
Does Concord offer a nonprofit discount?
Concord lists nonprofits as one of their served customer types, but specific nonprofit discount information is not publicly available. Contact their sales team directly to inquire about nonprofit pricing—they offer volume discounts for larger organizations and may have special programs for mission-driven teams.
How much does Concord cost?
Concord offers three pricing tiers: Essentials starts at $399-$499/month (billed annually) for 5 users, with additional users at $49/user/month. Business starts at $699/month with additional users at $54/user/month. Enterprise offers custom pricing with volume discounts. All plans include unlimited documents, unlimited e-signatures, and unlimited free viewers/guests.
Does Concord have a free trial?
Concord's website does not advertise a self-serve free trial. They typically offer personalized demos to show how the platform works with your organization's contract workflows. Contact their sales team to schedule a demo and discuss your nonprofit's specific contract management needs.
What AI features does Concord include?
Concord includes AI Copilot on all plans, allowing users to ask natural language questions about contracts and receive immediate answers. The platform also offers AI-powered metadata extraction to automatically identify key dates, parties, and terms, and AI Search for finding information across your entire contract repository. Business users report getting AI contract review in just 23 seconds.
Is Concord suitable for small nonprofits?
Concord can work for nonprofits managing moderate to high contract volumes, but the starting price of $399-$499/month may be steep for very small organizations. Nonprofits processing 10+ contracts per month who struggle with collaboration bottlenecks will find value. Organizations with simpler needs might consider PandaDoc (starts at $19/user/month) or Docusign eSignature for more basic contract workflows.
What integrations does Concord support?
Concord integrates with major CRM systems including Salesforce and HubSpot (Business plan and above), along with Google Drive, Box, Dropbox, and Slack. The platform also connects with 5,000+ additional apps via Zapier, allowing workflows to sync with your existing nonprofit tech stack. Salesforce integration enables contract creation directly from CRM records.
How does Concord compare to PandaDoc?
Concord focuses specifically on comprehensive contract lifecycle management (CLM), while PandaDoc handles a broader range of document types including proposals and quotes. PandaDoc is three times less expensive and easier for small teams to adopt. Concord is better for organizations that need dedicated CLM capabilities with advanced AI review, approval workflows, and enterprise integrations. PandaDoc is better for nonprofits needing flexible document automation at a lower price point.
Ready to Streamline Your Contract Management?
Stop losing contracts in email threads and shared drives. Concord's AI-powered platform brings clarity, speed, and collaboration to every agreement your nonprofit manages.