From intake to signed agreement. Automatically.
When a guided flow is completed, DocOtto can auto-generate a contract from a template, pre-fill it with the submission data, send it for e-signature, and collect the payment. No manual steps between the form and the signed deal.
Part of Guided Flows and Targeted Outreach.
Contracts are the action. Guided flows are the trigger.
You don't send contracts from a separate tool. You configure a guided flow to fire off the right contract when the submission meets your criteria. The contract is pre-filled, the recipient is set, and the signing request goes out. 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
The customer receives an e-signature request. Multi-party sequential signing supported.
Payment collected
Stripe checkout triggers on signing. Deposit or full payment. 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 and geolocation.
Expiration and reminders
Set a signing window. Automatic reminders before expiration. Renewal alerts for recurring contracts.
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.
- Auto-generated from templates
- Pre-filled from submission data
- Triggered by score or outcome routing
- 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.
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.
14-day free trial. Cancel anytime.