Two ways to begin. One managed workflow.
DocOtto moves every request from submission to its required outcome: review, follow-up, contract, signature, payment, scheduling, or handoff to another system. Pick how the process starts. Either way, every response is routed to its next step and lands in the same pipeline.
People come to your form
Publish branded guided forms anywhere customers search, scroll, or scan. They land on your form, fill it out, and enter your pipeline.
8 steps
You send the form or document
Build a fillable form or import a PDF, then send it to your list, or share a free URL or QR code. Send to 1 or 1,000. Every response enters the same pipeline.
8 steps
Chapter 1 · Build
Build it your way, then make it smart.
Create a guided web form from scratch, or import the PDF or Word document you already use and let AI place the fields. Either way, add the logic and calculations that make it work like your process, without a developer.
- Conditional logic: each person only sees what applies to them
- Calculations, pricing, scoring, and estimates inside the form
- AI field placement on imported PDFs; the original layout is preserved
- Signatures, dates, uploads, consent, and payment fields
- No code: change a question and publish the update instantly
Chapter 2 · Define
Visual workflow designerDraw the process once. Let every response follow it.
Arrange stages on the graphical canvas, connect routes, branch from submitted answers, and configure the contract, payment, email, or webhook actions that should run at each handoff. Publishing the workflow creates the matching campaign pipeline.
Chapter 3 · Send
Reach one person, or thousands.
Send a form or document directly to a list, with a personal link for each recipient. Or publish it once and share it through your website, email, social posts, ads, and QR codes. Every response comes back the same way.
- Campaigns to one recipient or your whole list, no attachments
- Delivery, opens, and completions tracked per recipient
- Automatic reminders for anyone who has not responded
- Public link, QR code, and website embed from one publish
- Source preserved on every response for campaign comparison
Chapter 4 · Manage
Every response becomes managed work.
Watch the campaign and the work in one place. Each response lands as a card with its answers, gets an owner, and follows the stages you published in the workflow until it is complete.
Prepare and sign
Contracts pre-filled from the answers. Multiple signers, reminders, ESIGN-compliant audit trail.
Collect payment
Deposits or full payment through Stripe, at the stage your process calls for it.
Notify and remind
Confirmations, assignments, reminders, and next-step emails sent as the card moves.
Living Links
A branded status page for each recipient that updates as the work moves. Fewer check-in emails.
Every request moves toward the outcome it requires.
A submission may need review, follow-up, scheduling, a formal contract, payment, an external-system handoff, or simple completion. DocOtto keeps every step connected and visible in one pipeline.
Your Pipeline
New
12
Reviewed
8
Contract Sent
15
Paid
24
Your Progress
ActiveWe received your information
Review in progress
Next step: Quote sent
Review and sign
Deposit paid
Customer view and team view stay in sync.
Built for the way you work
Easy to create and share
Launch forms in minutes across websites, social media, email, QR codes, and ads. No coding needed.
Contracts and payments when needed
Prepare formal contracts, collect signatures, and request Stripe deposits or payments from the same connected workflow.
Smart questions and instant math
Ask the right questions, add up the price as people answer, and route each person to the appropriate next step based on their answers.
One place for everything
Every form, reply, and request in one tidy pipeline.
Living Links for better follow-up
Give each person a branded status page with updates, next steps, and actions needed from them.
Common Use Cases
Client Onboarding
Member Onboarding
Service Requests
Appointment Preparation
Program Registration
Inquiry Forms
Lead Capture
Quotes
Eligibility Screening
Contracts & Deposits
14-day free trial.
Different entry points. One managed workflow.
Whether recipients found you or you reached out to them, every response lands on the same board. Same pipeline, Living Link, activity history, and connected next-step tools.
Live pipeline
A drag-and-drop board with customizable stages.
Living Link
Branded status page for every recipient.
Contracts & payments
Sign and pay from the same workflow.
Ad performance
Running ads? Connect spend to submissions, contracts, and payments. Cost-per-response analysis where configured.
Frequently asked questions
- Do I need to know how to code?
- No. Forms and documents are created with no-code builders, and payments, signatures, branding, and workflow actions are configured without custom development.
- What happens after someone submits?
- The response enters the published workflow and lands in its matching pipeline. DocOtto can route the next action, send follow-up, prepare a pre-filled contract, request payment, or hand the information to another system. The recipient can follow every step on their Living Link status page.
- Can I change a workflow after launching a campaign?
- Yes. Open Edit Workflow Config from that campaign to change its stages, routes, decisions, pipeline settings, and automations. Publishing there updates that campaign and its active work items without changing other campaigns.
- Do customers need an account?
- No. Customers fill out your form from a link on any device, sign online, and pay, without creating an account.
- Can I send forms to my existing customers?
- Yes. Document Automation sends your fillable form to one customer or thousands by email, with live tracking of who opened and who answered.
- Can customers pay from the form?
- Yes. Stripe collects deposits or full payments, either right after the form or after the contract is signed.
- Can I tell whether my ads are paying off?
- Yes. Point any ad at your form with the tagged link DocOtto generates, then import your ad spend (a CSV, or a small Google Ads script that pushes it daily). The Ad Performance dashboard compares cost per response, qualified outcome, signed contract, or collected revenue depending on the workflow. You define which pipeline stage counts as won, and there are no tracking pixels to install. Available on paid plans.
Ready to stop chasing?
Capture requests, coordinate every next step, and move each process to completion, all in one place.
Including contracts, signatures, deposits, scheduling, and external-system handoffs.