Liveoak vs. altaFlow Comparison


Liveoak Liveoak Technologies	altaFlow airSlate	+	+
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		Related Products Titan Titan is the all-in-one, Salesforce-first platform for building customer-facing workflows directly on Salesforce. Create portals, forms, surveys, document generation, eSignatures, and contract processes that write back in real time, keeping Salesforce as your system of record. Titan AI turns plain-language requests into no-code builds, so admins can move from idea to live without dev backlogs. Designed for complex logic, structured approvals, and governed data capture, Titan supports external users and internal teams within one controlled, Salesforce-centric layer. Instead of stitching together portals, document tools, and workflow apps, Titan centralizes execution inside Salesforce. Fewer integration gaps. Clear governance. Real-time visibility. Built to scale. 376 Ratings Visit Website Jotform Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction. The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights. 8,632 Ratings Visit Website Interfacing Integrated Management System (IMS) Interfacing’s Integrated Management System (IMS) is an AI-powered platform that unifies BPM, QMS, Document Control, and GRC into one platform. Organizations use IMS to model and automate processes, control documents, manage risks, and maintain regulatory compliance with full traceability and audit readiness. Built for highly regulated sectors such as aerospace, life sciences, finance, and government, IMS provides real-time visibility, automated workflows, and AI-driven insights that improve quality and reduce operational risk. The platform is ISO 27001 certified and fully validated for 21 CFR Part 11, making it suitable for mission-critical environments requiring strong governance, security, and control. IMS also includes low-code automation, process mining, audit management, training tracking, CAPA workflows, and dashboards to help teams streamline operations and continuously improve. AI strengthens governance, improves accuracy, and reinforces regulatory control. 66 Ratings Visit Website EasySend EasySend is a no‑code platform for building and automating digital journeys. Forget static forms—turn customer onboarding, applications, quotes, service requests and other processes into personalized, end‑to‑end workflows that work across every channel. You can launch powerful digital experiences without writing code, connect them to your CRM, ERP and other apps to manage customers at scale, and optimize them with built‑in e‑signatures, integrations and analytics. Trusted by enterprises worldwide, EasySend meets stringent security standards—including SOC 2, GDPR and HIPAA—and accelerates digital transformation from fast onboarding to enterprise‑grade solutions. 28 Ratings Visit Website SurveyJS SurveyJS is an embeddable, self-hosted, white-label form builder for teams building custom forms, surveys, questionnaires, and other data collection tools inside web applications. It runs entirely on the client and is fully compatible with all modern JavaScript frameworks, including React, Angular, and Vue. SurveyJS integrates with any backend, giving you full control over data, security, user access, deployment, and business logic. Instead of hardcoding forms, you can empower non-technical users to generate and edit JSON schema-based form configurations through a drag-and-drop form builder. Create dynamic forms with custom conditional logic, validation, multilingual support, PDF export, and analytics. Ideal for SaaS, enterprise software, HR, healthcare, fintech, and other regulated industries, SurveyJS helps teams reduce engineering effort, standardize data collection, maintain full control over data, and deliver unlimited forms that match their brand and feel native to users. 62 Ratings Visit Website Adobe Experience Manager Adobe Experience Manager is a content management platform that integrates digital asset management, content management systems, and digital enrollment tools. The platform features AI-based agents that automate workflows, governance, and content optimization. Experience Production Agent streamlines site updates and content migration, while Content Optimization Agent adapts content for different channels. The system includes a comprehensive digital asset management solution that facilitates rapid sourcing and delivery of assets, minimizing time spent on content adjustments. Digital forms and guides functionality enables streamlined form creation and e-signature capabilities for enhanced document management. Additional components include learning manager for educational content delivery and digital guides for documentation management. The platform connects these various elements to create a cohesive system for managing digital content across multiple touchpoints. 1,865 Ratings Visit Website ContractSafe ContractSafe is AI-enabled contract management software built for teams that need control without complexity. Store, search, and manage all your contracts in a secure, cloud-based repository hosted on AWS, with SOC 2 Type II, HIPAA, ISO 27001, and GDPR compliance included. Find any contract or clause in seconds using Google-like full-text search with OCR support for scanned documents. The AI assistant automatically extracts key metadata, categorizes contracts by type, and answers plain-language questions about contract content, with no configuration required. Every plan includes unlimited users, automated renewal and key-date alerts, and a dedicated Customer Success Manager. Higher-tier plans add approval workflows, redlining, built-in e-signature, and Salesforce integration. Implementation takes hours, not months. No professional services fees, no IT project required. Free trial available, no credit card needed. 319 Ratings Visit Website NewOrg NewOrg's Complete Data Management platform for non profits is designed for organizations with multiple or complex programs. From Case Management to transportation, emergency services, housing, mental health, treatment, and more. NewOrg provides new service delivery options and reduces your costs by managing all your stakeholder relationships in one solution, including Client data and encounters with HIPAA secured Video Conferencing and internal messaging, Donor/Development management, Volunteers, customized event calendars, online registration/scheduling, payment processing, e-signatures, e-mail, SMS, robust custom reporting and more. 120 Ratings Visit Website Intermedia Unite Intermedia Unite® brings business communications, collaboration, and customer engagement into one easy-to-use platform—keeping teams connected, productive, and responsive from anywhere. It replaces fragmented tools by combining business phone service, video conferencing, team chat, and file sharing into one seamless experience, so employees can collaborate without switching apps. Unite delivers enterprise-grade calling with 100+ features, integrated customer engagement, and enhanced Microsoft Teams experiences. With mobile and desktop apps, users can call, meet, message, and engage customers from anywhere while maintaining a consistent business identity. AI-powered transcription, summaries, and insights help teams capture details and follow up efficiently. Backed by 99.999% uptime and J.D. Power-certified support, Unite ensures reliable performance—resulting in simpler communications, more productive teams, and better customer engagement. 1,621 Ratings Visit Website Foxit Document Workflow APIs Foxit provides a powerful suite of cloud-native APIs that help organizations automate, secure, and modernize document workflows. Built on scalable REST architecture, Foxit APIs enable developers to generate, convert, extract, sign, and display documents directly within applications—eliminating manual processes and accelerating digital operations. The Foxit PDF Services API supports high-volume PDF automation, including conversion, extraction, optimization, and redaction. The Document Generation API creates dynamic PDFs and DOCX files from templates and real-time business data. The Foxit eSign API embeds legally binding eSignature workflows with full audit trails and compliance support. The PDF Embed API delivers customizable in-app PDF viewing, annotations, and secure access controls. Together, Foxit APIs provide a secure, scalable foundation for end-to-end document automation and digital transformation. 6 Ratings Visit Website
About We help enterprises build trust, close business faster and turn customers into passionate brand advocates. Liveoak provides a virtual medium for proactively engaging customers and offering new products and services remotely that were not previously available. The Liveoak cloud platform seamlessly integrates best-in-class video conferencing, screen-sharing and data/ID capture with forms collaboration and e-signature capabilities that let your teams deliver white-glove service to your customers. Full tracking and archiving of all session activity and data by participant to meet the high standards needed for compliance. Online screen sharing, video conferencing and collaboration allow your customer-facing teams to be there to assist every step of the way. Your customers can work along with your team members to ensure forms are completed and edited to perfection.	About altaFlow is a document-first, no-code automation platform designed to streamline and govern document-driven business workflows by combining document generation, smart forms, eSignatures, and workflow automation into a single system. It enables organizations to transform static documents into intelligent, self-operating workflows that connect people, data, and systems across tools like CRM and ERP platforms. Users can build custom workflows through a drag-and-drop interface, allowing processes such as contract generation, approvals, quoting, onboarding, and invoicing to be automated without coding. It includes dynamic document generation that pulls data directly from connected systems to ensure accuracy, as well as web-based forms that capture information and trigger workflows instantly upon submission. It also features automation bots that validate data, send reminders, and move documents between systems, eliminating manual handoffs and reducing delays.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Companies of all sizes looking for a Digital Signature solution	Audience Business teams in sales, HR, finance, and legal that need to automate document-heavy workflows and approvals without coding while maintaining compliance
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Free Trial	Pricing $399/month Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 4.0 / 5 ease 2.0 / 5 features 5.0 / 5 design 4.0 / 5 support 3.0 / 5 Read all reviews
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Liveoak Technologies Founded: 2014 United States www.liveoak.net	Company Information airSlate Founded: 2008 United States altaflow.com
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Categories Collaboration Digital Signature E-Notary Forms Automation	Categories Business Process Automation Business Process Management Digital Signature Document Control Document Generation Document Management Document Version Control Forms Automation Low-Code Development No-Code Development Robotic Process Automation (RPA) Workflow Automation Workflow Management
Digital Signature Features Audit Trail Authentication Auto Reminders Customizable Templates Document Analytics Mobile Signature Multi-Party Signing Progress Tracking Task Progress Tracking Forms Automation Features Approval Process Control Archiving & Retention Collaboration Document Indexing Drag & Drop Full Text Search Remote Document Access Rules-Based Workflow Text Editing Version Control Show More Features Collaboration Features Brainstorming Calendar Management Chat / Messaging Contact Management Content Management Document Management Project Management Real Time Editing Task Management Version Control Video Conferencing	Digital Signature Features Audit Trail Authentication Auto Reminders Customizable Templates Document Analytics Mobile Signature Multi-Party Signing Progress Tracking Task Progress Tracking Forms Automation Features Approval Process Control Archiving & Retention Collaboration Document Indexing Drag & Drop Full Text Search Remote Document Access Rules-Based Workflow Text Editing Version Control Show More Features Business Process Management Features Access Controls / Permissions Alerts / Notifications Business Process Automation Business Rules Management Collaboration Process Change Tracking Process Mapping Process Modeling & Design Visual Workflow Management Document Control Features Archiving & Retention Automated Routing Change Management Compliance Management Electronic Signature Escalation Management Periodic Review Version Control Document Generation Features Batch Processing Collaboration Digital Signature Interaction Tracking Multiple Output Formats Templates Document Management Features Access Controls Archiving & Retention Collaboration Tools Compliance Tracking Document Archiving Document Assembly Document Capture Document Conversion Document Delivery Document Indexing Document Retention Electronic Signature Email Management File Recovery File Type Conversion Forms Management Full Text Search Offline Access Optical Character Recognition Print Management Version Control Document Version Control Features Access Controls/Permissions Approval Process Control Archiving & Retention Audit Trail Commenting / Notes Document Check-in / Check-out For Engineering Documents Revision History Version Comparison Version Rollback Low-Code Development Features AI-Assisted Development Business Process Automation Collaborative Development Data Aggregation and Publishing Deployment Management Drag & Drop Integrations Management Iteration Management Performance Monitoring Requirements Management Templates Visual Modeling Web / Mobile App Development Workflow Management No-Code Development Features AI-Assisted Development Business Process Automation Collaborative Development Data Aggregation and Publishing Deployment Management Drag & Drop Integrations Management Iteration Management Performance Monitoring Requirements Management Templates Visual Modeling Web / Mobile App Development Workflow Management Robotic Process Automation (RPA) Features Analytics Attended Automation Code-free Development Image Recognition Optical Character Recognition Process Builder Third Party Application Integration Unattended Automation Workflow Management Features Access Controls/Permissions Approval Process Control Business Process Automation Calendar Management Compliance Tracking Configurable Workflow Customizable Dashboard Document Management Forms Management Graphical Workflow Editor Mobile Access No-Code Task Management Third Party Integrations Workflow Configuration
Integrations Docusign ActiveCampaign Airtable Basecamp Cisco Webex Dropbox Egnyte Google Sheets HubSpot CRM Insightly Magento Mailchimp Microsoft 365 Microsoft Dynamics 365 NetSuite Procore QuickBooks Online Salesforce Shopify Slack Show More Integrations View All 1 Integration	Integrations Docusign ActiveCampaign Airtable Basecamp Cisco Webex Dropbox Egnyte Google Sheets HubSpot CRM Insightly Magento Mailchimp Microsoft 365 Microsoft Dynamics 365 NetSuite Procore QuickBooks Online Salesforce Shopify Slack Show More Integrations View All 42 Integrations
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