Turn PDFs into digital workflows.
Import the PDFs you already use, add fillable fields, and send to one recipient or thousands. Email, free link, or QR code. Every reply comes back organized, trackable, and ready to act on, with signatures and payments when the process requires them.
Document automation that reaches people, and manages what comes back
Document Automation lets you build a fillable form or import a PDF, send it to your list or post it anywhere, and collect organized responses with signatures where the process needs them. Five steps, minutes not days.
Import your recipient list
Upload a CSV, select from your customer directory, or filter by tags and segments. Send to one recipient or a large list, within your plan limits.
Create or import your form
Drag-and-drop builder. Create a fillable form from scratch, or import an existing PDF and let AI place the fields for you. You review and approve every one.
Make it smart
Add fields, rules, and required actions. Capture text, dates, selections, files, signatures, and payments, with conditional logic only where the process needs it.
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.
New: AI places the fields on your imported PDF
Upload a digital PDF or scanned form, and AI suggests properly-typed fields in the right spots. You review and approve everything. Paid plans include 300K AI tokens per month (600K on Pro Plus and Max), typically enough for 20 to 40 forms depending on length and complexity.
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. Select 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
- Select 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 through an ESIGN-compliant process. 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 e-signatures through an ESIGN-compliant process inside the form. Every signature gets an ESIGN certificate with audit trail.
See contract workflowsGraphical workflow and automatic next steps
Map custom stages and routes visually, then notify your team, send a paired contract, request payment, or call a webhook when a card reaches the right stage. The pipeline advances automatically when a contract is signed or a Stripe payment is received.
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.
ESIGN-compliant signatures, when the process requires them
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 select from your customer directory, filter by tag or segment, and send by email to one recipient or a large list within your plan limits. 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 AI set up the fields on my imported PDF?
- Yes. AI reads your PDF, including scans, and suggests properly-typed fields in the right spots: text, dates, checkboxes, signatures. You review and approve everything before it goes live. Paid plans include 300K AI tokens per month (600K on Pro Plus and Max), typically enough for 20 to 40 forms depending on length and complexity.
- Can customers sign and pay from the same workflow?
- Yes. The same form can collect an e-signature through an ESIGN-compliant process and a Stripe payment in one pass, and both show up on the request's card in your pipeline.
- What happens after someone submits?
- Each response lands on your board as clean, organized answers. Move it forward manually, route the next action based on workflow rules, and let stages advance automatically when a contract is signed or a Stripe payment is received.
- Can I design a workflow for a document campaign?
- Yes. Link the document and any paired contract to a graphical workflow, arrange the stages and routes, and configure the emails, contract sends, payment requests, and webhooks that should run as work moves. The campaign pipeline uses the same configuration.
- Are responses ESIGN-compliant?
- Yes. Capture e-signatures through an ESIGN-compliant process 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 organized, trackable, and on your board, with signatures when the process requires them.