Outreach distribution

Get your document to the people who need to complete it.

When you already know the recipients (members, past customers, families, vendors), send the prepared form straight to them. Email campaigns, personalized secure links, scheduled sends, and live tracking for every response.

Distributing a public guided flow instead? See Form Distribution →

Six ways to reach your list. One document.

Every send method points at the same prepared form. Every completed response lands in the same pipeline, signed and structured.

Email campaign

Send your form to one recipient or your whole list from your verified sender. Personalize with merge tags so every email reads one-to-one.

Personalized secure links

Every recipient gets their own unique link, with their name and email pre-filled from your list. Less typing, fewer abandoned forms.

Scheduled sends

Send now or schedule for later. Queue this season's waiver renewal or service agreement tonight; it goes out when you said it should.

Response tracking

See who was sent the form, who completed it, and who still needs a reminder. Live, per recipient, per campaign.

Free public URL

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

Auto-generated QR for every campaign. Print it at the front desk or on invoices so walk-ins and offline recipients can complete it too.

Your list, cleaned up before it sends

Bring recipients in however you have them. DocOtto deduplicates, suppresses unsubscribes, and validates emails before a single message goes out.

CSV import with column mapping
Sync from your customer directory
Filter by tag, segment, or custom criteria
Auto-suppress unsubscribes and bounces before send

Sending from your own domain? See the email setup guide →

No more "did you get my email?"

Know who's done, and who needs a nudge

Every campaign shows live per-recipient status, from sent to completed. Chase only the people who actually need chasing, and watch each completed response land in your pipeline as structured, signed data.

Hard bounces and unsubscribes are suppressed automatically on future sends.

New customers can find this form too

Every document you send also gets a free public URL you can place anywhere on the web: your website, digital ads, social media, email signatures. New customers find it, complete the same form to request service, and are added to your recipient list automatically.

Prefer a multi-step, logic-driven intake experience for inbound visitors? See Guided Flow distribution →

Ready to send your first campaign?

Import your list, pick a prepared form, and send to one recipient or thousands. Every response lands in the same pipeline.

Try our generous free tier. No credit card required.