From intake to signed agreement. Without retyping a thing.
When a guided flow is completed, DocOtto generates the contract from your template and pre-fills it with the submission data. Review the draft and send it for e-signature with one click, or enable auto-send for workflows that don't need a human step. Payment follows signing.
Part of Guided Flows and Document Automation.
Contracts are the action. Guided flows are the trigger.
You don't send contracts from a separate tool. You configure a guided flow to prepare the right contract when the submission meets your criteria. The contract is pre-filled, 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 flow 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 customer receives an e-signature request. Multi-party sequential 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 flow.
Language block library
Pre-built contract clauses organized by category. Drag into any template. Reuse across contracts.
Multi-party sequential signing
Set the signing order. Each signer gets notified when it is their turn. Track progress per recipient.
ESIGN + UETA compliant
Electronic consent capture, signer identity verification, 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 flow
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 flow for one-off contracts.
- Upload any PDF
- Drag-and-drop signature fields
- Built-in clause library
- Multi-party sequential signing
Legally binding. Fully audited. Always accessible.
Every signature captures explicit consent, signer identity, 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 deal 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?
- Yes. Every signature captures explicit consent, signer identity, IP address, timestamp, and document integrity hash. Completed contracts include an ESIGN certificate and UETA-compliant audit trail.
- Can contracts auto-generate from form submissions?
- Yes. A Guided Flow 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 the signing order and each signer is notified when it is their turn. Track progress per person, with automatic reminders built in.
- Can I use contracts without a Guided Flow?
- Yes. Upload any PDF, drag and drop signature fields, and send directly. The built-in clause library lets you build contracts from reusable blocks.
Ready to close deals faster?
Build a guided flow 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.