From intake to signed agreement. Without retyping a thing.
Start a contract from a guided web form, imported document, pipeline decision, or standalone send. DocOtto pre-fills the agreement with available submission data, supports formal multi-party signing, and can request payment after signature when the workflow requires it.
Part of guided web forms and Document Automation.
Contracts can begin from any DocOtto workflow.
Trigger a contract from a guided web form, an imported document, a pipeline decision, or a standalone send. The contract is pre-filled from the submission, the recipient is set, and it's ready to send: one click after your review, or automatically if you choose. All from one system.
Form submitted
Customer completes a guided web form with their details, preferences, and selections.
Contract generated
DocOtto picks the right template and pre-fills it with the submission data.
Sent for signature
Review the draft and send, or auto-send. The recipient receives an e-signature request. Flexible multi-party signing supported.
Payment collected
A Stripe payment request for the deposit or full amount follows signing. Stage advances automatically.
Full contract lifecycle. Built in.
You can also use contracts independently. Upload a PDF, add signature fields, and send for signing without a guided web form.
Language block library
Pre-built contract clauses organized by category. Drag into any template. Reuse across contracts.
Flexible multi-party signing
Set sequential signing groups, and multiple signers within a group can sign in parallel. Each signer is notified when it is their turn. Track progress per recipient.
ESIGN & UETA-ready
Designed to support ESIGN- and UETA-compliant e-signature workflows: electronic consent capture, email access verification through a one-time passcode, and a timestamped audit trail with IP address and document integrity hash.
Expiration and reminders
Set a signing window. Automatic reminders before expiration. Expiring-contract alerts on your dashboard.
Living link status
Your customer sees real-time contract status. Sent, viewed, signed, payment pending, complete.
Payment on signature
Collect deposits or full payments via Stripe when the contract is signed. No separate invoice needed.
Two ways to send contracts
From a guided web form
Configure a flow to auto-generate and send a contract when a submission meets your criteria. The contract is pre-filled with form data. The customer signs without leaving the flow.
- Created from your templates automatically
- Filled in with the customer's answers
- Sent on its own when the answers qualify
- Payment collected in the same flow
Standalone contract
Upload a PDF or build from language blocks. Add signature fields, set the signing order, and send directly. Works without a guided web form for one-off contracts.
- Upload an existing PDF agreement
- Drag-and-drop signature fields
- Built-in clause library
- Flexible multi-party signing
ESIGN-compliant signing. Complete audit records. Secure access.
Every signature records explicit consent, email-access verification, IP address, timestamp, and document integrity hash. Completed contracts include an ESIGN certificate and are stored encrypted at rest.
Is the contract workflow the right fit?
Use the contract workflow when...
- The same agreement goes out over and over with different names, services, and prices
- You want the customer to sign and pay the deposit in one sitting
- You start from a PDF you already use, or build the agreement from reusable clauses
- You want signature status and payment status visible on the same pipeline card
Not ideal when...
- Every contract is negotiated line by line with the other side before signing
- You sign a handful of documents a year and any basic e-sign tool covers it
Frequently asked questions
- Is DocOtto ESIGN compliant?
- The signing process is designed for ESIGN and UETA compliance: every signature records explicit consent, email-access verification through a one-time passcode, IP address, timestamp, and document integrity hash. Completed contracts include an ESIGN certificate and audit trail.
- Can contracts auto-generate from form submissions?
- Yes. A guided web form picks the right template and fills it in with the customer's answers. DocOtto prepares the contract draft for your review. Send it with one click, or enable auto-send for workflows that do not need a human step.
- Can I collect payment with the contract?
- Yes. Collect deposits or full payments via Stripe when the contract is signed. No separate invoice needed. The pipeline stage advances automatically on payment.
- Does DocOtto support more than one signer?
- Yes. Set sequential signing groups, with multiple signers able to sign in parallel within a group. Each signer is notified when it is their turn, with progress tracking and automatic reminders built in.
- Can I use contracts without a guided web form?
- Yes. Upload an existing PDF agreement, drag and drop signature fields, and send directly. The built-in clause library lets you build contracts from reusable blocks.
Ready to move agreements from prepared to signed and complete?
Build a guided web form that captures the inquiry and auto-generates the contract. Or upload a PDF and send it directly. Either way, signatures and payments are built in.
Try our generous free tier. No credit card required.