Smart forms that turn clicks into signed, paid customers
Guided web forms are the way customers come to you: public, branded, multi-step forms found through your website, QR codes, ads, and links. The form only asks what each person needs, figures out the price, and moves every submission into one pipeline, where the contract gets signed and the deposit gets paid.Every deal tracked in one place. Shared as a single link.
Catch interest before it slips away
When your post, ad, or email gets seen and it sparks someone's interest, where their next click lands matters. That person is curious but busy, and the moment doesn't last.
Interest is perishable
A phone call or a long email feels like too much friction for a busy person. The moment passes, and you never hear from them.
The homepage dead end
Posts and ads that link to your homepage turn that interest into an anonymous visit: a count in your analytics with no name attached and no way to follow up.
An easier next step
A guided web form catches the click while interest is still active. A few questions later you have who they are, what they need, and when they want it, sitting in your pipeline.
The builder
A visual editor that feels like designing, not configuring. Drag fields, reorder steps, and see your flow take shape in real time.
Built for the way you work
Easy to create and share
Launch forms in minutes across websites, social media, email, QR codes, ads, and more.
No complicated web development
DocOtto does the heavy lifting.
Smart logic and calculations
Ask the right questions, calculate totals, pricing, scores, or qualification details, and route automatically.
One place for everything
Intake, outreach, campaigns, inquiries, and service requests in a single organized pipeline.
Living Links for better follow-up
Give each person a branded status page with updates, next steps, and actions needed from them.
Drag-and-drop everything
Drag fields onto the canvas, reorder steps with a grab, and rearrange entire sections. No code required.
Live preview
Toggle test mode to see exactly what your respondents see. Fill in sample data, trigger conditions, and verify the experience before publishing.
Undo, redo, and relax
Full undo/redo history means you can experiment freely. Every change is reversible with a single click.
Smart questions and instant math
Show the right questions to the right people. Add up prices and totals as they answer. Send each person to the right next step.
Show or hide questions based on answers
Fields and entire steps appear or disappear based on previous answers. Nested AND/OR groups let you build conditions as simple or sophisticated as you need.
Auto-calculate from answers
Build pricing formulas, risk scores, or qualification totals that update in real time as customers fill in each field. Supports SUM, IF, AVERAGE, and 17 more functions.
Score thresholds
Assign point values to answers and define thresholds that trigger different outcomes. A score above 80 routes to the sales team; below 40 gets a follow-up email. You define the rules.
Outcome routing
Different answers lead to different outcomes: redirect to a thank-you page, trigger a contract, send a notification, or route to a specific team member. All configurable from the builder.
120 ready-made forms, 9 looks to choose from
Pick a look that fits, and switch anytime without losing your work.
Vertical
Classic single-column flow. Clean and focused.
Split
Branded panel on the left, form on the right.
Hero
Bold brand header with a floating form card.
Stepper
Numbered step indicator with clear progression.
Magazine
Sidebar navigation with content sections.
Two-column
Side-by-side fields for denser forms.
Plus 3 more: Card, Full-page, and Conversational. All switchable from the setup wizard.
Share your flow everywhere
One link powers every channel. Embed on your site, share on social, print a QR code, or drop it in an email signature.
Embed widgets
Four embed modes: inline, button, modal, and slide-over. Copy a snippet and paste it into any website or landing page.
QR codes & print
Generate a QR code for flyers, business cards, or signage. Customers scan and start the flow instantly on their phone.
Social & email
One-click share to Facebook, X, LinkedIn, and email with a ready-made preview image. Add your flow link to email signatures, newsletters, and campaigns.
Four ways it can appear on your website
One line of code. It resizes itself and matches your branding. Pick the look that fits your page.
Modal
Pops open over the page when someone clicks a button.
Inline
Sits right on the page, like any other section.
Slide-over
Slides in from the side without covering the page.
Button
A branded button that opens the form on click.
Works on Squarespace, Wix, Webflow, WordPress, Showit, and Notion. Copy, paste, publish.
See live demos of all 4 looksA rich library of industry templates
Start with a form built for your industry. Every template comes with ready-to-go fields and a polished look. The best ones also ask smart follow-up questions, do the math, and send each answer to the right place. Customize in minutes.
What happens after submit
Every response enters a live pipeline. No spreadsheets, no inbox digging. Just a real-time board of every submission across every flow.
Pipeline that closes deals
Drag submissions across customizable stages, assign owners, add tags. Built for the way work actually gets completed.
See the pipelineLiving links
Customers track their own status in a branded URL. No login, no follow-up calls, no "did you get my form?"
See Living LinksSign and pay in one step
ESIGN-compliant contracts auto-populated from form answers. Stripe payments collected the same day.
See contract workflowsTeam workflow built in
Owner assignment, internal notes, reply threads, search across every flow. Your team always knows what to act on.
See team featuresA form builder for service businesses that need more than responses
Guided web forms give you everything you'd expect from an intake form builder: multi-step forms, smart questions that react to answers, and forms with payments and e-signatures built in. The difference is what happens next. Every service request form and estimate request form feeds one pipeline, where the workflow can send the contract pre-filled, request the deposit, and let the customer watch it all on a Living Link status page.
Is guided web forms the right fit?
Use guided web forms when...
- Customers find you through your website, a QR code, an ad, an email, or a social post
- Different customers need different questions, so the form should adapt as they answer
- You want the form to show a real price from your price list
- A signed agreement or a deposit should follow the submission
- You want every request tracked on one board with a status page for the customer
Not ideal when...
- You only need a quick anonymous survey or poll
- Nothing happens after the form is submitted, so there is no follow up to run
- You need research grade analytics like panel sampling and response weighting
Frequently asked questions
- What is a guided web form?
- A multi-step branded form that only shows the questions that fit each person's answers, adds up prices in real time, and sends each submission to the right next step. Customers find it through your website, QR codes, ads, and links.
- How is this different from Typeform or Jotform?
- Form builders stop at submission. DocOtto guided web forms connect directly to a live pipeline, create pre-filled contracts, collect Stripe payments, and keep customers updated with a status page, all from the same submission.
- Can guided web forms collect payments?
- Yes. Stripe checkout can start automatically when a submission qualifies, or manually from the pipeline. The amount can come from a form answer or a fixed price.
- Do I need to know how to code?
- No. The visual drag-and-drop builder handles everything, and 120 industry templates are ready to customize.
- Can I embed a guided web form on my website?
- Yes. One line of code adds it to Squarespace, Wix, Webflow, WordPress, Showit, Notion, or any custom site, as an inline form, button, modal, or slide-over.
Ready to stop chasing?
Build your first flow in minutes. Capture leads, get contracts signed, and collect payment, all from a single link.
Try our generous free tier. No credit card required.