Two paths to closed deals.
One pipeline.
Pick how customers find you. Either way, you can build and share guided forms without expensive or complicated web development. Every reply lands in the same workspace with intake, contracts, payments, and follow-up built in.
Customers find you
Publish branded guided forms anywhere customers search, scroll, or scan. They land on your form, fill it out, and enter your pipeline.
7 steps
You reach customers
Send a guided flow to your customer list via email or SMS. Send to 1 or 1,000. Every reply enters the same pipeline.
7 steps
DocOTTO helps organizations create guided intake flows that are easy to build and share to move people forward.
With smart logic, calculations, centralized intake data, and Living Links, you can collect the right information upfront, streamline your team's work, and create a better experience for the people you serve.
Intake Pipeline
New
12
Reviewed
8
Awaiting Follow-Up
15
Completed
24
Your Progress
ActiveWe received your information
Review in progress
Next step: Quote sent
Review and sign
We're here to help!
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, 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.
Common Use Cases
Client Onboarding
Member Onboarding
Service Requests
Appointment Preparation
Program Registration
Inquiry Forms
Lead Capture
Quotes
Eligibility Screening
General Intake Management
14-day free trial. No credit card required.
One pipeline. Same close.
Whether your customers found you or you reached out to them, every reply lands in the same kanban. Same pipeline, same living link, same contracts and payments.
Live pipeline
Drag-and-drop kanban with custom stages.
Living link
Branded status page for every recipient.
Contracts & payments
Sign and pay from the same flow.
Ready to turn outreach into action?
Start capturing leads, guiding customers through smart intake, and automating every next step.