Liveoak vs. altaFlow Comparison


Liveoak Liveoak Technologies	altaFlow airSlate	+	+
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		Related Products Titan Build the forms, portals, documents, eSignatures, surveys, and workflows your business needs while keeping Salesforce at the center of it all. Titan brings these experiences into a single Salesforce-first platform, with data connected to Salesforce in real time rather than creating another place for it to live. Give customers, partners, and employees secure ways to interact with Salesforce. Collect and update information through dynamic forms, build branded portals, generate documents from Salesforce data, collect signatures, run surveys, and automate complex business processes. For forms and portals, Titan AI Studio gets you to a strong first version faster. Describe what you need in plain language and Titan creates the structure, fields, styling, and Salesforce mapping. Then refine the details in the visual builder. Titan AI understands your Salesforce data model, including objects, fields, and relationships, without accessing sensitive Salesforce record data. You get AI-assisted speed while staying in control of what gets built and how it works. Experience Studio and Document Studio bring these capabilities together, giving Salesforce teams one platform to build and manage customer-facing experiences, documents, and business processes. 378 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. 9,009 Ratings Visit Website Adobe Acrobat Adobe Acrobat Studio is a leading enterprise document platform built to scale for global teams — delivering AI-powered document intelligence, trusted PDF tools, and on-brand content creation in one secure solution. Core capabilities include PDF creation, editing, conversion, annotation, redaction, e-signatures, and fillable forms. AI Assistant enables conversational document intelligence across PDFs, Word docs, spreadsheets, and more — surfacing summaries, key insights, and source-linked citations for verified, audit-ready answers. PDF Spaces organizes files, collaboration, and context into centralized knowledge hubs. The Generate Presentation feature transforms any document into a polished, branded deck using AI and Adobe Express templates. Enterprise-grade encryption, admin controls, and compliance workflows support secure document sharing and high-volume document processing at scale — across Legal, Finance, HR, Sales, and more. Available on desktop, web, and mobile. 8,459 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 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. 64 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. 1,901 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. 125 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. 326 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. 1,634 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. 8 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 Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Not Supported Android Supported Chromebook Not Supported
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 Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Supported	Pricing $399/month Free Version Not Supported Free Trial Supported
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
	Pros & Cons from Real Users Pros The ability to quickly build forms and pseudo apps that perform well and integrate into a Microsoft 365 Domain. With Power Automate and a "bot" account bridging the integration gaps as a caveat. Delivery on the promise of automation. Vastly reduces the amount of time, tasks and training required for an end user to perform a cornucopia of business processes. Once a given process has been assembled. With few and slight exceptions, a very well polished and smooth experience for the end users of forms created with this product. Forms function on any device and can be managed from any device. Cons The user experience for the creators of forms and workflows of this product. There is a lot of jank. Ranging from UI problems when setting up variables in the workflow and bots section. To unexpected behavior on certain characters between elements and integrations. Nearly non-existent documentation for any specific part of any item in this package. Much trial and error and tribal knowledge needs to be acquired to use this product to its potential. Poor performance in a certain few areas. Especially large forms when regarding the variables when setting up bots. Forms with 100+ variables begin to take significant amounts of time (1m+) for every single update to a given mapping table. This is exacerbated by slower PCs. 0 version control and 0 ability to move elements from one flow into another in the same workspace.
Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Not Supported In Person Supported
Company Information Liveoak Technologies Founded: 2014 United States www.liveoak.net	Company Information airSlate Founded: 2008 United States altaflow.com
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DocVerify	Interfacing Integrated Management System (IMS) Interfacing Technologies Corporation
eSign eSign.com View All	Nintex Process Platform Nintex View All
Categories Collaboration Supported Digital Signature Supported E-Notary Supported Forms Automation Supported	Categories Business Process Automation Supported Business Process Management Supported Digital Signature Supported Document Control Supported Document Generation Supported Document Management Supported Document Version Control Supported Forms Automation Supported Low-Code Development Supported No-Code Development Supported Robotic Process Automation (RPA) Supported Workflow Automation Supported Workflow Management Supported
Digital Signature Features Audit Trail Supported Authentication Supported Auto Reminders Supported Customizable Templates Supported Document Analytics Supported Mobile Signature Supported Multi-Party Signing Supported Progress Tracking Not Supported Task Progress Tracking Supported Forms Automation Features Approval Process Control Supported Archiving & Retention Supported Collaboration Supported Document Indexing Supported Drag & Drop Not Supported Full Text Search Not Supported Remote Document Access Supported Rules-Based Workflow Not Supported Text Editing Supported Version Control Not Supported Show More Features Collaboration Features Brainstorming Supported Calendar Management Supported Chat / Messaging Supported Contact Management Not Supported Content Management Not Supported Document Management Supported Project Management Supported Real Time Editing Supported Task Management Not Supported Version Control Not Supported Video Conferencing Supported	Digital Signature Features Audit Trail Supported Authentication Supported Auto Reminders Supported Customizable Templates Supported Document Analytics Supported Mobile Signature Supported Multi-Party Signing Supported Progress Tracking Supported Task Progress Tracking Supported Forms Automation Features Approval Process Control Supported Archiving & Retention Supported Collaboration Supported Document Indexing Supported Drag & Drop Supported Full Text Search Not Supported Remote Document Access Supported Rules-Based Workflow Supported Text Editing Supported Version Control Supported Show More Features Business Process Management Features Access Controls / Permissions Supported Alerts / Notifications Supported Business Process Automation Supported Business Rules Management Supported Collaboration Supported Process Change Tracking Supported Process Mapping Supported Process Modeling & Design Supported Visual Workflow Management Supported Document Control Features Archiving & Retention Supported Automated Routing Supported Change Management Supported Compliance Management Supported Electronic Signature Supported Escalation Management Not Supported Periodic Review Not Supported Version Control Supported Document Generation Features Batch Processing Not Supported Collaboration Supported Digital Signature Supported Interaction Tracking Supported Multiple Output Formats Supported Templates Supported Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Tools Supported Compliance Tracking Supported Document Archiving Supported Document Assembly Supported Document Capture Not Supported Document Conversion Supported Document Delivery Supported Document Indexing Not Supported Document Retention Supported Electronic Signature Supported Email Management Supported File Recovery Not Supported File Type Conversion Not Supported Forms Management Supported Full Text Search Not Supported Offline Access Not Supported Optical Character Recognition Not Supported Print Management Supported Version Control Supported Document Version Control Features Access Controls/Permissions Supported Approval Process Control Supported Archiving & Retention Supported Audit Trail Supported Commenting / Notes Supported Document Check-in / Check-out Supported For Engineering Documents Not Supported Revision History Supported Version Comparison Supported Version Rollback Supported Low-Code Development Features AI-Assisted Development Not Supported Business Process Automation Supported Collaborative Development Supported Data Aggregation and Publishing Supported Deployment Management Not Supported Drag & Drop Supported Integrations Management Supported Iteration Management Not Supported Performance Monitoring Not Supported Requirements Management Not Supported Templates Supported Visual Modeling Not Supported Web / Mobile App Development Not Supported Workflow Management Supported No-Code Development Features AI-Assisted Development Not Supported Business Process Automation Supported Collaborative Development Supported Data Aggregation and Publishing Not Supported Deployment Management Not Supported Drag & Drop Supported Integrations Management Supported Iteration Management Supported Performance Monitoring Supported Requirements Management Not Supported Templates Supported Visual Modeling Not Supported Web / Mobile App Development Not Supported Workflow Management Supported Robotic Process Automation (RPA) Features Analytics Supported Attended Automation Supported Code-free Development Supported Image Recognition Not Supported Optical Character Recognition Not Supported Process Builder Supported Third Party Application Integration Supported Unattended Automation Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Supported Business Process Automation Supported Calendar Management Not Supported Compliance Tracking Supported Configurable Workflow Not Supported Customizable Dashboard Supported Document Management Supported Forms Management Supported Graphical Workflow Editor Not Supported Mobile Access Supported No-Code Supported Task Management Not Supported Third Party Integrations Supported Workflow Configuration Supported
Integrations Docusign Supported ADR Notable Not Supported Basecamp Not Supported Dropbox Not Supported Formstack Documents Not Supported Google Sheets Not Supported HubSpot CRM Not Supported Insightly Not Supported Jira Not Supported Magento Not Supported Microsoft 365 Not Supported Microsoft Dynamics 365 Not Supported Microsoft Power Automate Not Supported Nocode HQ Not Supported Procore Not Supported SAP Litmos LMS Not Supported Shopify Not Supported Slack Not Supported Smartsheet Not Supported X (Twitter) Not Supported Show More Integrations View All 1 Integration	Integrations Docusign Supported ADR Notable Supported Basecamp Supported Dropbox Supported Formstack Documents Supported Google Sheets Supported HubSpot CRM Supported Insightly Supported Jira Supported Magento Supported Microsoft 365 Supported Microsoft Dynamics 365 Supported Microsoft Power Automate Supported Nocode HQ Supported Procore Supported SAP Litmos LMS Supported Shopify Supported Slack Supported Smartsheet Supported X (Twitter) Supported Show More Integrations View All 42 Integrations
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