--- description: Detaillierte Informationen über Liveoak zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Liveoak Erfahrungen, Vor- und Nachteile – Capterra Deutschland 2026 --- Breadcrumb: [Startseite](/) > [Collaboration Tools](/directory/15/collaboration/software) > [Liveoak](/software/145292/liveoak) # Liveoak Canonical: https://www.capterra.com.de/software/145292/liveoak Seite: 1 / 3\ Weiter: [Nächste Seite](https://www.capterra.com.de/software/145292/liveoak?page=2) > Liveoak Technologies. Virtuelles Geschäft umsetzen. > > Bewertung: **4.4/5** von 52 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Übersicht ### Wer verwendet Liveoak? Finanzdienstleistungen, Banken und alle regulierten Branchen mit komplexen bzw. mehrstufigen Kundenvereinbarungen und Workflows profitieren in hohem Maße von der Virtual Interactions-Plattform von Liveoak. ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.4/5** | 52 Nutzerbewertungen | | Bedienkomfort | 4.3/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 4.4/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 4.4/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 4.1/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 90% | (9/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: Liveoak Technologies - **Region**: Austin, USA - **Gegründet**: 2014 ## Gewerblicher Kontext - **Startpreis**: 50,00 $ - **Preismodell**: (Kostenlose Testversion) - **Zielgruppe**: 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000, 5.001–10.000, 10.000+ - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert - **Unterstützte Sprachen**: Englisch - **Verfügbare Länder**: Vereinigte Staaten ## Funktionen - Anpassbare Vorlagen - Aufzeichnung - Bildschirm teilen - Content-Management - Dokumentenmanagement - Feedback-Management - Kommunikationsmanagement - Kundenbindung - Live-Chat - Mobiler Zugriff - Nutzungsverfolgung/-analyse - Onboarding - Videokonferenzen - Werkzeuge zur Zusammenarbeit - Zugriffskontrollen / Berechtigungen ## Integrationen (1 insgesamt) - Docusign ## Optionen für Kundensupport - E-Mail/Helpdesk - FAQ/Forum - Telefon-Support - Chat ## Category - [Collaboration Tools](https://www.capterra.com.de/directory/15/collaboration/software) ## Ähnliche Kategorien - [Collaboration Tools](https://www.capterra.com.de/directory/15/collaboration/software) - [Kundenengagement Software](https://www.capterra.com.de/directory/30906/customer-engagement/software) - [Customer Success Tools](https://www.capterra.com.de/directory/30961/customer-success/software) - [Videokonferenz Software](https://www.capterra.com.de/directory/31895/video-conferencing/software) - [Online Meeting Tools](https://www.capterra.com.de/directory/30075/web-conferencing/software) ## Alternativen 1. [Bitrix24](https://www.capterra.com.de/software/113540/bitrix24) — 4.2/5 (979 reviews) 2. [Slack](https://www.capterra.com.de/software/135003/slack) — 4.7/5 (24019 reviews) 3. [monday.com](https://www.capterra.com.de/software/147657/monday-com) — 4.6/5 (5708 reviews) 4. [Front](https://www.capterra.com.de/software/132901/front) — 4.5/5 (285 reviews) 5. [Lucky Orange](https://www.capterra.com.de/software/150695/lucky-orange) — 4.7/5 (260 reviews) ## Nutzerbewertungen ### "Liveoak has created a seamless way to edit documents with clients to have them sign via DocuSign" — 5.0/5 > **Adam** | *6. März 2018* | Finanzdienstleistungen | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: Very easy to use, quickly editable and reduces the time required to get multiple sets of paperwork signed. > > **Nachteile**: 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 > **Verifizierter Rezensent** | *6. März 2018* | Finanzdienstleistungen | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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. Februar 2020* | Finanzdienstleistungen | Empfehlungsbewertung: 5.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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 > **Verifizierter Rezensent** | *6. Dezember 2018* | Finanzdienstleistungen | Empfehlungsbewertung: 8.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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 > **Verifizierter Rezensent** | *9. März 2018* | Finanzdienstleistungen | Empfehlungsbewertung: 8.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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. ----- Seite: 1 / 3\ Weiter: [Nächste Seite](https://www.capterra.com.de/software/145292/liveoak?page=2) ## Links - [Auf Capterra anzeigen](https://www.capterra.com.de/software/145292/liveoak) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | 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 | | ----- ## Strukturierte Daten