Liveoak Description
We help businesses build trust, close deals faster, and turn customers into passionate brand advocates. Liveoak is a virtual platform that allows customers to engage with them and offers new products and services that are not available elsewhere. Liveoak's cloud platform seamlessly integrates the best-in-class video conference, screen-sharing, data/ID capture, forms collaboration and eSignature capabilities. This allows your teams to provide white-glove customer service. To meet compliance standards, all session activity and data can be tracked and archived by each participant. Your customer-facing teams can be there to help at every stage of the process with online screen sharing, video conference and collaboration. Customers can collaborate with your team members to ensure that forms are completed and edited perfectly.
Liveoak Alternatives
Docubee
Docubee, an Accusoft brand, is an intelligent contract automation platform that lets businesses create, manage, sign, and track digital contracts in one secure platform. Docubee powers contracts by enabling users to gather vital customer data, create contracts using tools like generative AI or pre-built templates, and connect pieces of the process with dynamic workflows. Users can integrate Docubee with their existing site or platform via the API or connect to thousands of apps and CRMs using native and webhook-powered integrations.
For more information, visit docubee.com.
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Jotform
Trusted by over 25 million users worldwide, Jotform is an all-in-one platform that simplifies data collection, workflow automation, and online sales, all without coding. With Jotform’s drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, contact information, payments, appointments, and e-signatures with ease. Choose from over 10,000 templates for everything from feedback surveys to registration forms, or build your own from scratch. Jotform's advanced features, such as conditional logic, autoresponders, and over 200 integrations, further streamline processes.
In addition, Jotform's AI-powered Agents offer real-time customer support by guiding users through the form submission process, answering questions, and ensuring a smooth experience, all while reducing the need for manual intervention.
With Jotform’s Store Builder, you can also set up an online store, sell products, services, and subscriptions, collect donations, and receive payments through 30+ supported payment gateways. Finally, Jotform’s tools like Approvals, PDF Editor, and Report Builder help businesses transform collected data into actionable insights and automate workflows for even greater efficiency.
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Titan
Partnering with Salesforce, Titan Forms and Apps are a game-changer in the industry, making the world’s number #1 CRM accessible, and effortless for anyone to use. At the touch of a button, and with zero code, experience strength, speed, and agility for Salesforce Forms and your business processes.
Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms and applications for Salesforce cater to any industry and it’s our mission to provide custom solutions for difficult problems.
Build beautiful web portals, sign documents, generate docs, send surveys, automate contracts, fill out Salesforce forms, and so much more in just a few simple clicks. No code required and with our new AI assistant you can build even faster and with fewer errors.
We are the only product on the market that empowers you to send data to Salesforce and pull it back in real-time without any development or added expense.
Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap!
So what’s stopping you? Schedule a demo today.
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Secured Signing
Secured Signing was founded in 2010 to provide organizations (both large-sized and medium-sized) with a cost-effective, flexible and trusted digital platform for their legally binding document needs.
The Digital Signature, Remote Online Notarization, and Video Signing (RON) features allow users to use any mobile device to capture a graphical signature and fill-in, seal, and verify documents from anywhere and anytime. All of this is done through a cloud-based platform.
Smart businesses understand the importance of a streamlined workflow process. Secured Signing is the premier business solution for reducing costs, accelerating delivery cycles, improving staff efficiency, and enhancing customer service while promoting an environmentally friendly environment.
Digital Signatures PKI is used to digitally sign documents. ISO/IEC 27001 & ISO/IEC 27017 Certified
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Pricing
Free Trial:
Yes
Integrations
Company Details
Company:
Liveoak Technologies
Year Founded:
2014
Headquarters:
United States
Website:
www.liveoak.net
Media
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Customer Support
Business Hours
Online Support
Liveoak Features and Options
Collaboration Software
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing
Digital Signature Software
Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking
Forms Automation Software
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
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