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.

How It Works

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.

Inbound

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.

WebsiteQR codesSocialEmail signature

8 steps

BuildDesign workflowPublishThey submitRoutedPipelineLiving LinkComplete

See how guided web forms work Try the guided web form demo

Outbound

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.

Email blastFree URLQR codeScheduled send

8 steps

Create or importDesign workflowSend it outReplies come inRoutedSign or payPipelineComplete

See how Document Automation works Try the Document Automation demo

Visual workflow designer

Draw 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.

Your Company · Workflow

Stage names match the way your team works

Decisions use answers from the connected form

Entry actions run when a card reaches a stage

Campaign workflows remain editable after launch

How it all comes together

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.

app.docotto.com / pipeline

Your Pipeline

New

Reviewed

Contract Sent

Paid

NameSourceStatus

Jordan SmithWebsiteNew

Taylor JohnsonAd CampaignReviewed

Alex BrownQR CodeContract Sent

Morgan LeeEmail CampaignNew

Casey WilsonSocial MediaPaid

Your Progress

Active

We 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

Get Started Free

Try our generous free tier. No credit card required.

Both paths land here

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.

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