Document AutomationAI Invoice ExtractionContracts Workflows
All managed from one dashboard.
DocOtto powers your document workflows end to end, from automated submissions and AI invoice extraction to fully compliant contract execution. No printing. No scanning. No retyping. Just upload, automate, and manage everything in one intelligent platform.
Built for small businesses and organizations modernizing paperwork.
The paperwork process is still stuck in the past.
Document Automation
Your team is still printing forms, chasing handwritten responses, and retyping data into spreadsheets. DocOtto turns any PDF into a digital workflow that collects clean data and e-signatures in minutes.
Invoice AI Extraction
Invoices arrive as PDFs and email attachments, then someone keys every field by hand. DocOtto reads the invoice, extracts the data, and exports it to your accounting system — accurately and fast.
Contracts
Contracts get emailed back and forth, signatures are delayed, and renewals slip through the cracks. DocOtto handles sequential signing, audit trails, and automatic expiration reminders.
With DocOtto, information moves in minutes, not weeks.
Three modules. One dashboard.
Pick what you need today—Document Automation, Invoice AI Extraction, Contracts—or bundle all three and manage everything from the same dashboard.
Document Automation
Turn PDFs into mobile-friendly experiences that collect clean data.
Upload PDFs and Add Fields
Drag and drop signature, initials, date, text, dropdown, checkbox, and number fields.
Send by Link or Email
Share a secure link. No accounts required. Add reminders and automated follow-ups.
Track Everything in Your Dashboard
See status, download signed copies, and export clean submission data anytime.
Invoice AI Extraction
Email or upload invoices, verify extracted fields, and generate import files.
Email or Upload Invoices
Forward invoices to your DocOtto inbox or upload PDFs for fast extraction.
Verify Before You Export
Review and correct extracted fields before generating your import file.
Import Into Your Accounting System
Create a clean, structured file for upload—save time and reduce manual entry.
Contracts
Upload contracts, build workflows, capture execution evidence, and manage renewals.
Upload PDFs and Add Recipients
Upload a contract PDF, add one or more recipients, and define the signing order.
Assign Execution Fields
Signature, initials, checkboxes, dates, text, dropdowns, and number fields—placed exactly where needed.
Compliance, Alerts, and Retention
Audit trail (consent, IP, location, time, doc IDs), configurable renewal alerts (90/60/30/1 day), and 1-year retention after expiration—download anytime.
Built for how you already work.
DocOtto is made for service businesses that deal with forms, signatures, and customer data every day.
Home Services
Pool service, landscaping, HVAC—collect signatures and payments before work begins.
Events & Venues
Venues, caterers, DJs, planners—confirm details, collect signatures, and take payments.
Schools & Programs
Permission slips, waivers, registration packets—collect everything digitally.
Organizations & Groups
Mortgage Brokers, Real Estate, Nonprofits, HOAs, clubs—registrations, membership, and applications.
If you're still sending paperwork to prospective customers, DocOtto can simplify it—for you and for them.
Legally binding e‑signatures—with an audit-ready trail.
DocOtto captures consent to do business electronically, signature intent, timestamps, and document integrity logs—so records are easy to retrieve and easier to defend.
Designed to support ESIGN + UETA electronic signature workflows.
Frequently Asked Questions
Ready to retire paperwork for good?
Send your first form today and see how fast you can collect signatures, data, and payments—without printing a thing.