--- description: Scopri le funzionalità di Liveoak, i dettagli del prodotto, chi utilizza il software e quali sono i prodotti suggeriti. Attraverso le recensioni di utenti verificati potrai capire com’è la user experience, l’assistenza post-vendita e molto altro. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Liveoak - Prezzi, recensioni, informazioni - Capterra Italia 2026 --- Breadcrumb: [Home](/) > [Software di collaborazione aziendale](/directory/15/collaboration/software) > [Liveoak](/software/145292/liveoak) # Liveoak Canonical: https://www.capterra.it/software/145292/liveoak Pagina: 1/3\ Avanti: [Pagina successiva](https://www.capterra.it/software/145292/liveoak?page=2) > Tecnologie Liveoak. Successo negli affari virtuali. > > Verdict: valutazione di **4.4/5** stelle assegnate da 52 utenti. Soluzione più votata per **Lo consiglieresti?**. ----- ## Panoramica ### Chi utilizza Liveoak? La piattaforma per interazioni virtuali di Liveoak può fornire notevoli vantaggi a servizi finanziari, banche e a qualsiasi settore che funzioni sulla base di accordi e flussi di lavoro complessi e/o divisi in più fasi. ## Statistiche e valutazioni | Metrica | Valutazione | Dettaglio | | **Nel complesso** | **4.4/5** | 52 Recensioni | | Facilità d'uso | 4.3/5 | Sulla base delle recensioni complessive | | Assistenza clienti | 4.4/5 | Sulla base delle recensioni complessive | | Rapporto qualità-prezzo | 4.4/5 | Sulla base delle recensioni complessive | | Funzionalità | 4.1/5 | Sulla base delle recensioni complessive | | Percentuale di raccomandazione | 90% | (9/10 Lo consiglieresti?) | ## Informazioni sul fornitore - **Azienda**: Liveoak Technologies - **Area geografica**: Austin, USA - **Fondazione**: 2014 ## Contesto commerciale - **Prezzo di partenza**: 50,00 USD - **Modello tariffario**: (Versione di prova gratuita (free trial)) - **Pubblico target**: 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000, 5.001-10.000, 10.000+ - **Implementazione e piattaforme**: Cloud, SaaS, Web - **Lingue supportate**: inglese - **Paesi disponibili**: Stati Uniti ## Funzionalità - Accesso da dispositivi mobili - Coinvolgimento dei clienti - Condivisione dello schermo - Controllo accessi/Autorizzazioni - Gestione dei contenuti - Gestione dei feedback - Gestione delle comunicazioni - Gestione di documenti - Inserimento aziendale - Live Chat - Modelli personalizzabili - Monitoraggio/analisi dell'uso - Registrazione - Strumenti collaborativi - Videoconferenze ## Integrazioni (1 in totale) - Docusign ## Opzioni di supporto - Email/Help desk - FAQ/Forum - Assistenza telefonica - Chat ## Categoria - [Software di collaborazione aziendale](https://www.capterra.it/directory/15/collaboration/software) ## Categorie correlate - [Software di collaborazione aziendale](https://www.capterra.it/directory/15/collaboration/software) - [Software CRM per la gestione dell'engagement del cliente](https://www.capterra.it/directory/30906/customer-engagement/software) - [Software per il successo del cliente](https://www.capterra.it/directory/30961/customer-success/software) - [Programmi per videoconferenze di gruppo](https://www.capterra.it/directory/31895/video-conferencing/software) - [Piattaforme per videoconferenze](https://www.capterra.it/directory/30075/web-conferencing/software) ## Alternative 1. [monday.com](https://www.capterra.it/software/147657/monday-com) — 4.6/5 (5708 reviews) 2. [Slack](https://www.capterra.it/software/135003/slack) — 4.7/5 (24019 reviews) 3. [Bitrix24](https://www.capterra.it/software/113540/bitrix24) — 4.2/5 (979 reviews) 4. [Front](https://www.capterra.it/software/132901/front) — 4.5/5 (285 reviews) 5. [Lucky Orange](https://www.capterra.it/software/150695/lucky-orange) — 4.7/5 (260 reviews) ## Recensioni ### "Liveoak has created a seamless way to edit documents with clients to have them sign via DocuSign" — 5.0/5 > **Adam** | *6 marzo 2018* | Servizi finanziari | Tasso di raccomandazione: 10.0/10 > > **Vantaggi**: Very easy to use, quickly editable and reduces the time required to get multiple sets of paperwork signed. > > **Inconvenienti**: Once a room is created it would be nice if there was a way to edit what documents were included in that room, without having to set up an entirely new room. > > It has drastically reduced the time it takes to get completed paperwork back from clients and has eliminated errors or missed signature sections. ----- ### "Technology that makes signing ppwk hassle free and more efficient by leveraging virtual solutions." — 5.0/5 > **Utente Verificato** | *6 marzo 2018* | Servizi finanziari | Tasso di raccomandazione: 10.0/10 > > **Vantaggi**: Allows flexibility to coordinating schedules between multiple parties, easy ways to process paperwork without having errors and full audit trails. The client also gets an experience that makes them feel like they are with a company that is investing in technology and helping them be more efficient. LO has an excellent team and support to go along with a product that is truly an innovator in this space. > > **Inconvenienti**: Some of the functionality is evolving still - LO has already came so far in the last year alone and some of the features we spoke about early on during set up are now being implemented and used in live scenarios. I think one of the biggest hurdles that could arise when onboarding a new firm that would like to use Liveoak is when that specific company's ppwk is complex - they will need to find the right team to figure out the "work flow" that would make the best sense for that particular company and the processes they have in place for ppwk processing. It makes it slightly harder to scale this type of technology with multiple firms and different paperwork. Not many people realize the front end work and time that goes into finding the right "work flow" for each different paperwork scenario. I think LO is on the right track and have already made tremendous strides in the technology that they offer and I'm excited to see it continue to grow. They have always exceled in customer service and support and that itself differentiates their company from others. ----- ### "LiveOak Review" — 3.0/5 > **Matthew** | *19 febbraio 2020* | Servizi finanziari | Tasso di raccomandazione: 5.0/10 > > **Vantaggi**: What I like most about this software is the ability to quickly email a link to an agreement, so that I can walk that individual through the agreement. > > **Inconvenienti**: There are several areas for improvement. It would be great, if we could upload a pre-fill form, and the information from that prefill form auto-populates in liveoak based on field names. I've listed a few more items below to simply this review: - Add additional documents to a room after the room has been created. - Ability to add trustee's after the room has been created - Bot that scans common forms and autocreates a template that can be used with liveoak. - Integration with salesforce, so that the required paperwork can be automatically sent based on information entered in Salesforce. Also, status updates in salesforce based on opportunity ID/proposal number. -Specific step by step instructions when signing (i.e. Helptext) > > the ability to sign paperwork electronically and quickly review that paperwork with a client to address any questions they have. ----- ### "Game changer for our business" — 5.0/5 > **Utente Verificato** | *6 dicembre 2018* | Servizi finanziari | Tasso di raccomandazione: 8.0/10 > > **Vantaggi**: The cobrowsing and editing feature to complete paperwork for our new clients has been a game changer for us. With Liveoak, we can ensure that paperwork is in good order and easily launch into the e-signing process, making for a smooth onboarding process for our clients. > > **Inconvenienti**: Initially there have been limitations in what it can do as far as the actual document tagging (in comparison to Docusign, for example), but the Liveoak team has actively worked with us to continue to enhance their capabilities. > > When we launched electronic signature for our business, we had very low adoption rates among users because it wasn't necessarily intuitive and the process was a bit clunky. Using Liveoak has made it easy for our users, and given us that extra edge over our competitors due to the fantastic cobrowsing/editing capabilities that allow us to quickly and easily complete what can otherwise be very complicated and lengthy paperwork. ----- ### "Great experience with the majority of cases, but sometimes experience issues and limitations" — 4.0/5 > **Utente Verificato** | *9 marzo 2018* | Servizi finanziari | Tasso di raccomandazione: 8.0/10 > > **Vantaggi**: It is fairly easy for us to use and very easy for the client. The overall functionality is great. Good looking user interface. Integration with DocuSign is generally very smooth. Allows me to do my job more easily. Clients like the experience and are impressed with the technology. > > **Inconvenienti**: Majority of cases run smoothly, but sometimes we run into system issues and limitations that make this not the best solution in some cases. There are too many templates in our system. It is time consuming to create a conference and we are unable to add or edit documents once a conference is created. As a user, once envelope moves to docusign we cannot see it, edit or resend an email - we have to go to an administrator. We also have to talk clients through the process because it's not easy for them to figure out on their own. > > Makes my job easier and saves time. Paperwork is submitted correctly the first time. Clients are impressed with the technology. ----- Pagina: 1/3\ Avanti: [Pagina successiva](https://www.capterra.it/software/145292/liveoak?page=2) ## Link - [Visualizza su Capterra](https://www.capterra.it/software/145292/liveoak) ## Questa pagina è disponibile nelle seguenti lingue | Lingua | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Dati strutturati