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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 Formsio?

Formsio represents a state-of-the-art solution for document automation, specifically tailored for industries that are traditionally paper-dependent, as it streamlines their operations, significantly reduces paperwork turnaround times, and enhances the customer experience. By revolutionizing document management, Formsio produces HTML documents on-the-fly, distinguishing itself from competitors that typically use conventional PDF or DOC formats. This innovative method is particularly advantageous for sectors that require template-based documents with signatures, extensive data handling, intricate calculations, and bulk distribution to clients, contractors, and employees. The highest interest in our offerings is evident in industries such as law, finance, compliance, human resources, real estate, and insurance. Our user-friendly graphical designer enables users to easily craft dynamic HTML forms and documents, replacing outdated PDF files that often impede signature processes and create workflow inefficiencies. Moreover, this forward-thinking functionality empowers businesses to adapt swiftly to client demands, ultimately fostering greater operational efficiency and enhancing customer satisfaction. With Formsio, organizations can look forward to a future where document management is no longer a bottleneck but a seamless component of their operations.

Media

Media

Integrations Supported

Docusign

Integrations Supported

Docusign

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$250 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Liveoak Technologies

Date Founded

2014

Company Location

United States

Company Website

www.liveoak.net

Company Facts

Organization Name

Formsio

Company Location

United States

Company Website

www.formsio.com

Categories and Features

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Digital Signature

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

Forms Automation

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

Categories and Features

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

Forms Automation

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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