Turn your PDFs into smart workflows.
Upload an existing PDF, add fields, and share a link. Collect e-signatures, clean data, and payments — all from one dashboard.
Clean, structured data
Every submission produces typed field data you can search, filter, and export — no more deciphering handwriting or re-typing.
Works on any device
Forms render on desktop, tablet, and mobile. Recipients fill and sign from their browser without creating an account.
Payment collection
Add a Stripe payment field to collect fees, deposits, or donations alongside the form submission.
How it works
Upload your PDF
Upload an existing PDF — intake forms, waivers, registrations, authorizations — and keep your original layout intact.
Add fields in the Doc Builder
Drag and drop text, signature, date, checkbox, dropdown, number, email, and phone fields. Assign them to specific pages and positions.
Publish and share a link
Generate a shareable link your recipients can open on any device. No app download required — just a browser.
Collect e-signatures
Recipients draw or type their signature directly on the form. Each signature is captured with consent, timestamp, and IP metadata.
Send campaigns
Send the form to a list of recipients by email. Track who received it, who opened it, and who completed it.
Download and export
Download completed PDFs with filled fields and signatures baked in. Export submission data for reporting and follow-up.
Built for forms you already use
Scheduling & Dispatch Built In
Manage jobs, schedule appointments, and dispatch field technicians from the same platform where you build forms and collect signatures. No separate tool, no extra cost on Professional plans and above.
Job scheduling
Create jobs with types, priorities, and estimated durations. Schedule appointments on a visual calendar and track status from new through completion.
Skills-based dispatch
Tag technicians with skills like HVAC, electrical, or plumbing. Assign the right tech to each job based on qualifications and availability.
Double-booking prevention
Automatic conflict detection ensures no technician is scheduled for overlapping appointments. Set working hours and time-off per tech.
Service locations
Manage customer sites with addresses, contacts, and timezone support. Link locations to jobs for clear routing and scheduling context.
Recurring appointments
Set up daily, weekly, biweekly, monthly, quarterly, or yearly service schedules. Appointments are auto-generated so nothing falls through the cracks.
Tech mobile app
Field technicians view their daily schedule, submit job notes, and send completion notifications to customers — all from their phone.
Forms + Scheduling = One Workflow
Your field techs fill out inspection forms, collect signatures on-site, and close out jobs — all in DocOtto. The office sees completed paperwork and updated job status in real time. No juggling between a forms app and a scheduling app.
Ready to automate your documents?
Upload your first PDF and start collecting data and signatures in minutes.
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