Turn PDFs into digital workflows.
Import the PDFs you already use, add fillable fields, and send to one customer or thousands. Email, free link, or QR code. Every reply comes back signed, organized, and ready to act on.
Document automation that actually reaches
Document Automation lets you build a fillable form or import a PDF, send it to your list or post it anywhere, and collect signed, organized responses. Five steps, minutes not days.
Upload your customers or recipients
CSV import, sync from your customer directory, or filter by tags and segments. Send to ten people or ten thousand.
Create or import your form
Drag-and-drop builder. Create a fillable form from scratch or import an existing PDF, then drop in smart fields.
Make it smart
Add smart questions so each person only sees what applies to them. The form can add up quotes and totals on its own.
Schedule a campaign for 1 or thousands
Send now or schedule for later. Reach one customer or thousands in minutes.
Sit back and collect responses
Live tracking shows who got the form, who answered, and who still needs a reminder. Every reply lands on your board, typed and organized.
Push it out, or let customers come to it
Send the campaign to your list, or share the same form as a public link or QR code. The choice is yours, the pipeline is the same.
Email campaign
Send your form to one person or your whole list from your verified sender. Each email is personalized, so it reads one-to-one.
Personalized secure links
Every recipient gets their own unique link with their name and email already filled in. Less typing, fewer abandoned forms.
Scheduled sends
Send now or schedule for later. Queue this season's renewals tonight; they go out when you said they should.
Response tracking
See who got the form, who finished it, and who still needs a reminder. Live, for every person and every campaign.
Free public link
The same form also gets a shareable link for anyone not on your list. Post it, text it, or drop it in an email signature.
QR code
A QR code is made for every campaign. Print it at the front desk, on flyers, or on invoices so walk-ins can fill it out too.
Send to 1 or 1,000. Same workflow.
Bulk import a CSV. Sync from your customer directory. Filter by tag, segment, location, last-service date, or any custom field. The system deduplicates, suppresses unsubscribes, and validates emails before send.
- CSV import with column mapping
- Sync from your customer directory
- Filter and segment with custom criteria
- Auto-suppress unsubscribes and bounces
Sending from your own domain? See the email setup guide →
Filtered audience
412 recipientsSarah Mitchell
sarah@example.com
James Rivera
james@example.com
Linda Chen
linda@example.com
+ 409 more
Clean responses. Signed contracts. Live status.
Every reply lands as structured data, ready to act on. Captured electronically. Signed legally. Tracked transparently.
Clean, organized answers
No retyping handwritten forms. No copy-paste from email replies. Every answer lands straight on your board.
See the Pipeline viewESIGN Act compliant
Capture binding e-signatures inside the form. Every signature gets an ESIGN certificate with audit trail.
See contract workflowsAutomatic next steps
When a response comes in, collect a payment, notify your team, and move the deal forward automatically.
See the Pipeline viewKnow who's done, and who needs a nudge
Every campaign shows live status for every person, from sent to completed. Remind only the people who actually need it, and watch each finished response land on your board, signed and organized.
Live campaign
In progress412
Sent
405
Delivered
287
Opened
142
Submitted
Bounced emails and unsubscribes are skipped automatically on future sends.
New customers can find this form too
Every form you send also gets a free public link you can place anywhere: your website, ads, social media, email signatures. New customers find it, fill out the same form, and are added to your customer list automatically.
Every response is legally binding when it needs to be
Capture e-signatures inside the form. Generate ESIGN-compliant certificates with full audit trails. Tamper-resistant PDFs, IP and timestamp tracking, and document integrity hashing on every signature.
Same e-signature engine as our standalone Contracts product. No add-on, no extra cost.
Signature captured
Sarah Mitchell
ESIGN certificate generated
IP 73.41.18.207 · Mar 26, 11:42 AM
SHA-256 verified
Want to see it step by step?
Walk the 7-step path from a fillable PDF to a signed, tracked response, with pictures for every step.
See how Document Automation worksIs Document Automation the right fit?
Use Document Automation when...
- You send forms or paperwork to people you already know: renewals, registrations, waivers, updates
- The document already exists as a PDF and you do not want to rebuild it
- You send to a list and need to know who finished and who needs a reminder
- Signatures or payments need to come back with the answers
Not ideal when...
- You only need an anonymous public survey with no follow up
- You send one document to one person once a year and an attachment truly is enough
Frequently asked questions
- What is Document Automation?
- Document Automation lets you build a smart, fillable form or import an existing PDF, send it to one customer or thousands, and collect answers, payments, and e-signatures. Every submission is managed in one pipeline, with no code.
- How do I send a form to my customer list?
- Upload a CSV or sync your customer directory, filter by tag or segment, and send by email to one recipient or thousands. Send now or schedule for later.
- Can I share a form without sending email?
- Yes. Every form gets a free public URL and an auto-generated QR code, and can be embedded on your website or posted to social media.
- Can I import an existing PDF?
- Yes. Upload the PDF you already use and DocOtto turns it into a fillable web form. No rebuilding, no redesigning.
- Can customers sign and pay from the same workflow?
- Yes. The same form can collect a legally valid e-signature and a Stripe payment in one pass, and both show up on the deal's card in your pipeline.
- What happens after someone submits?
- Each response lands on your board as clean, organized answers. Move it forward yourself, or let automatic steps handle it the moment it arrives.
- Are responses ESIGN-compliant?
- Yes. Capture binding e-signatures inside the form, each backed by an ESIGN certificate with a full audit trail.
- Does new customer data get captured automatically?
- Yes. Anyone who submits your public form is added to your recipient list automatically, building a customer base you own.
Reach customers. Get it signed.
Send your form to your list, share a free link, or drop a QR code anywhere. Every reply comes back signed, organized, and on your board.