When customers find you,
turn them into closed deals.
How DocOtto guided web forms take a visitor from first click to signed contract and paid deposit, all in one pipeline.
Starting from an existing PDF? See how Document Automation works →Ready to embed on your site? Read the embed guide →
Create your form in minutes
Drag-drop visual builder. Drop in fields, brand it with your colors and logo, add e-signature blocks, and publish. No code, no IT request.
- 25 field types: text, email, dropdowns, dates, ratings, signatures, file uploads
- Multi-step flows with progress indicators
- ESIGN-compliant signatures built in
- Brand it with your logo, colors, and domain, ready to embed anywhere
Acme Pool Service
Service request
Full name
Phone
Service type
Preferred date
Ready-made forms that only ask what each person needs
Choose from 120 templates across 10 industries, or create your own. The form only shows the questions that fit each person's answers.
- More than 100 industry templates ready to use
- Customize any template or build from scratch
- Conditional logic: show/hide fields, skip steps
- Real-time calculations and scoring
120 templates
Across 10 industries
Plumbing
Contractor
Events
Schools
Healthcare
Real estate
+ 114 more
Logic and calculations that do the math for you
Build smart flows that branch based on answers, score responses, and calculate quotes in real time. No spreadsheets, no follow-up math, no wrong totals.
- IF/THEN rules: show fields, skip steps, change required status
- Live calculations: pricing, quotes, scoring, totals
- 20-function formula engine: math, dates, strings, conditionals
- Outcome routing: a calculated score sends them to the right next step
Rule: Pool size question
Calculation: estimated_total
Customers submit. You get notified instantly.
A branded confirmation appears the moment they hit submit. Your team gets pinged. The data is captured, structured, and ready to act on. No copying out of email threads.
- Branded thank-you with next steps for the customer
- Real-time notifications to your team
- Confirmation email auto-sent to the customer
- Webhook + API options for integrations
Thanks, Sarah!
We received your service request. We'll review it and reach out within 24 hours.
Track your request
mycompany.com/track/sm-9j2k
New submission
Sarah Mitchell · Spring opening · Just now
Every submission lands on one simple board
One board where nothing falls through the cracks. Drag submissions across stages. Assign owners. Add notes. See exactly what needs attention.
- Drag-and-drop kanban with customizable stages
- Owner assignment and team filtering
- Tags, notes, and internal comments
- Cross-flow search across all campaigns
Submitted
Sarah M.
Spring opening
Under Review
James R.
Venue inquiry
Contract
Linda C.
Permission slip
Customers see their status in real time
Every respondent gets a branded URL showing their submission status. As you advance the pipeline, their living link updates instantly. No "did you get my form?" calls.
- Branded status URL with no login required
- Real-time stage updates as you work the pipeline
- Inline actions: review, sign, pay, upload
- Your stage labels become their stage labels
mycompany.com/track/sm-9j2k
Hi Sarah, here's your status:
Submitted
Under review
Scheduled
Contract sent
Payment
Fulfilled
Send the contract. Collect payment. Mark it done.
When the deal is ready, send the contract from inside the same submission. Customer signs in their living link. Stripe payment clears. Status updates to fulfilled. Done.
- ESIGN-compliant contracts auto-populated from form data
- Stripe payments: deposits, full payment, or custom amounts
- Send-for-signature in one click from the pipeline card
- Outcome routing: every action configurable, no code
Service Agreement
Sign here
Sarah Mitchell
Signed 11:42 AM
Deposit cleared
$240.00 · Stripe · Just now
Everything built in
One platform, no add-ons. Every capability below ships with guided web forms.
25 field types
Text, choice, rating, matrix, signature, file upload, and more.
Logic & calculations
IF/THEN rules and a 20-function formula engine.
Scoring & routing
Score answers and route each respondent to the right next step.
ESIGN contracts
Auto-populate and send contracts for e-signature through an ESIGN-compliant process.
Stripe payments
Collect deposits, full payment, or custom amounts at submit.
Branding & themes
Your logo, colors, fonts, a per-flow hero image, and theme presets.
Configurable pipeline
Custom kanban stages with manual and automated outcome steps.
Living link, embed & API
Branded status link, website embed, webhooks, and API.
Ready to add a form to your website?
The embed guide walks you through the four display modes, copy-paste snippets, platform setup steps, and live interactive demos.
Ready to stop chasing?
Capture leads, get contracts signed, and collect payment, all from one place.