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What is Liveoak?

Our mission is to assist businesses in building trust, accelerating deal closures, and transforming customers into enthusiastic advocates for their brand. Liveoak serves as a virtual platform that fosters customer engagement while offering unique products and services not found anywhere else. With its cloud-based capabilities, Liveoak seamlessly combines top-tier video conferencing, screen sharing, data and ID capture, collaborative forms, and eSignature functions, enabling your teams to deliver exceptional customer service. Additionally, to comply with regulatory standards, every session's activity and data can be monitored and archived by all participants involved. Your customer-facing teams are equipped to provide support at every phase of the interaction through online screen sharing and collaborative video conferencing. This encourages customers to work alongside your team members, ensuring that all forms are filled out and edited with precision, ultimately enhancing the overall customer experience.

What is Docubee?

Docubee, a brand under Accusoft, serves as an advanced platform for automating contracts, allowing companies to efficiently create, oversee, sign, and monitor digital agreements all within a single secure environment. This innovative tool empowers users to collect essential customer information, generate contracts through generative AI or customizable templates, and streamline processes with adaptable workflows. Furthermore, Docubee offers seamless integration with users' current websites or systems through its API, as well as compatibility with numerous applications and CRMs via both native and webhook integrations. This combination of features enhances operational efficiency and fosters better contract management for businesses of all sizes. For further details, please visit docubee.com.

Media

Media

Integrations Supported

Docusign

Integrations Supported

Airtable
Amazon S3
Box
Dropbox
Gmail
Google Calendar
Google Drive
Google Sheets
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
Keap
Microsoft SharePoint
OpenAI
Pipedrive
Stackreaction
Trello
Zapier

API Availability

API Availability

Has API

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$9 per month
Transparent pricing packages that fit your business start at just $9 a month.
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Liveoak Technologies

Date Founded

2014

Company Location

United States

Company Website

www.liveoak.net

Company Facts

Organization Name

Docubee

Date Founded

1991

Company Location

United States

Company Website

docubee.com

Categories and Features

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Document Management
Project Management
Real Time Editing
Video Conferencing

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Task Progress Tracking

E-Notary

Not specified

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Remote Document Access
Text Editing

Categories and Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Class Registration

Confirmation/Reminders
Online Registration
Surveys & Feedback

Contract Management

Completion Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Specialty Contracts
Version Control
Workflow Management

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Retention
Electronic Signature
Email Management
Forms Management
Version Control

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Onboarding

Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Orientation Management
Task Management
Tax Forms
Training Management

Vaccine Management

Adverse Reaction Reporting
Alerts / Notifications
Appointment Reminders
Communication Tools
Dose Tracking
For Governments
Immunization Proof

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Workforce Management

Employee Lifecycle Management
Performance Appraisal
Time & Attendance

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