--- description: Tudo sobre Liveoak: preço, alternativas, vantagens e desvantagens, funcionalidades e avaliações de outros usuários. Saiba mais! image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Liveoak - Preço, avaliações e classificação - Capterra Brasil 2026 --- Breadcrumb: [Home](/) > [Ferramentas de Colaboração](/directory/15/collaboration/software) > [Liveoak](/software/145292/liveoak) # Liveoak Canonical: https://www.capterra.com.br/software/145292/liveoak Página: 1 / 3\ Próximo: [Próxima página](https://www.capterra.com.br/software/145292/liveoak?page=2) > Liveoak Technologies. Negócios virtuais concretizados. > > Conclusão: 52 usuários atribuíram a nota **4.4/5**. Melhor classificado para **Probabilidade de recomendação**. ----- ## Resumo ### Quem usa o Liveoak? Serviços financeiros, bancos e qualquer setor regulamentado que possua contratos e fluxos de trabalho complexos e/ou com várias etapas se beneficiarão muito com a plataforma de interações virtuais do Liveoak. ## Estatísticas e notas | Métrica | Classificação | Detalhes | | **Geral** | **4.4/5** | 52 Avaliações | | Praticidade | 4.3/5 | Com base em avaliações gerais | | Suporte ao cliente | 4.4/5 | Com base em avaliações gerais | | Relação qualidade/preço | 4.4/5 | Com base em avaliações gerais | | Recursos | 4.1/5 | Com base em avaliações gerais | | Porcentagem de recomendação | 90% | (9/10 Probabilidade de recomendação) | ## Sobre o fornecedor - **Empresa**: Liveoak Technologies - **Localização**: Austin, EUA - **Fundada**: 2014 ## Contexto comercial - **Preço inicial**: US$ 50,00 - **Modelo de preços**: (Teste grátis) - **Público-alvo**: 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000, 5.001–10.000, 10.000+ - **Implantação e plataformas**: Nuvem, SaaS, baseado na web - **Idiomas**: inglês - **Países disponíveis**: Estados Unidos ## Recursos - Acesso para Celular - Bate-papo ao vivo - Compartilhamento de tela - Controles/permissões de acesso - Ferramentas de colaboração - Gerenciamento de comentários - Gerenciamento de documentos - Gestão da comunicação - Gestão de conteúdo - Gravação - Incorporação - Modelos personalizáveis - Participação do cliente - Seguimento/Análise de uso - Videoconferência ## Integrações (1 no total) - Docusign ## Opções de suporte - Email/Help Desk - FAQs/Fórum - Suporte por telefone - Bate-papo ## Category - [Ferramentas de Colaboração](https://www.capterra.com.br/directory/15/collaboration/software) ## Categorias relacionadas - [Ferramentas de Colaboração](https://www.capterra.com.br/directory/15/collaboration/software) - [Ferramentas de Engajamento com Cliente](https://www.capterra.com.br/directory/30906/customer-engagement/software) - [Software de Sucesso do Cliente](https://www.capterra.com.br/directory/30961/customer-success/software) - [Software de Videoconferência](https://www.capterra.com.br/directory/31895/video-conferencing/software) - [Software de Webconferência](https://www.capterra.com.br/directory/30075/web-conferencing/software) ## Alternativas 1. 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[Lucky Orange](https://www.capterra.com.br/software/150695/lucky-orange) — 4.7/5 (260 reviews) ## Avaliações ### "Liveoak has created a seamless way to edit documents with clients to have them sign via DocuSign" — 5.0/5 > **Adam** | *6 de março de 2018* | Serviços financeiros | Taxa de recomendação: 10.0/10 > > **Vantagens**: Very easy to use, quickly editable and reduces the time required to get multiple sets of paperwork signed. > > **Desvantagens**: 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 > **Avaliador Verificado** | *6 de março de 2018* | Serviços financeiros | Taxa de recomendação: 10.0/10 > > **Vantagens**: 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. > > **Desvantagens**: 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 de fevereiro de 2020* | Serviços financeiros | Taxa de recomendação: 5.0/10 > > **Vantagens**: 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. > > **Desvantagens**: 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 > **Avaliador Verificado** | *6 de dezembro de 2018* | Serviços financeiros | Taxa de recomendação: 8.0/10 > > **Vantagens**: 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. > > **Desvantagens**: 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 > **Avaliador Verificado** | *9 de março de 2018* | Serviços financeiros | Taxa de recomendação: 8.0/10 > > **Vantagens**: 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. > > **Desvantagens**: 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. ----- Página: 1 / 3\ Próximo: [Próxima página](https://www.capterra.com.br/software/145292/liveoak?page=2) ## Links - [Ver em Capterra](https://www.capterra.com.br/software/145292/liveoak) ## Esta página está disponível nos seguintes idiomas | Localidade | 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 | | ----- ## Dados estruturados