See how Document Automation sends a prepared form and tracks every response.
Watch a real fillable agreement complete itself the way your customers experience it: typed answers in the drawn fields, package checkboxes, a live running total, then an e-signature and submit.
No account required. No real email sends. Fictional sample data only.
ClearView Pools
Seasonal services
Date
Pool Opening Services Agreement
Customer information
Name
Phone
1st choice week
Pool opening package
Add-on services
Agreement and signature
By signing below, I authorize the services selected above and agree to the terms and conditions of service. Payment is required before scheduling.
Signature
Date
This is the document experience itself. In the live product you build or import the document, send it to your list, and every completed response lands in your dashboard with the signed PDF attached.
Two products, one platform
Use Document Automation when you reach customers. Use Guided Flows when customers find you. Both paths feed the same pipeline.
You reach customers
Use Document Automation when…
- You already know the recipients: a customer list, member list, or vendor list.
- You need a document completed, signed, or returned.
- You want to track who completed the document and who still needs a reminder.
Customers find you
Use Guided Flows when…
- Customers find you through a website, QR code, ad, or public link.
- The goal is intake, qualification, booking, a quote request, or an application.
Both paths land in the same place
Send your first real document in minutes
Import a PDF or build a form, send it to one recipient or your whole list, and track every response from one dashboard.
Prefer the inbound path? Try the Guided Flow demo