Turn your forms into
smart, connected workflows
See how DocOtto eliminates paper forms, email attachments, and manual data entry — in 5 simple steps.
Still mailing service requests and information forms to your customers?
Convert your existing forms into Smart Forms. No more printing, stuffing, labeling, mailing, or emailing — just a secure link your customer clicks to fill out and submit.
Import your customer list
Upload your customers using your favorite spreadsheet program. CSV import makes it quick to get your entire list into DocOtto.
| Name | Phone | |
|---|---|---|
| Sarah Johnson | sarah@email.com | (555) 0101 |
| Mike Chen | mike@email.com | (555) 0102 |
| Lisa Park | lisa@email.com | (555) 0103 |
| James Wilson | james@email.com | (555) 0104 |
| Amy Rodriguez | amy@email.com | (555) 0105 |
| Tom Baker | tom@email.com | (555) 0106 |
| Nina Patel | nina@email.com | (555) 0107 |
| David Kim | david@email.com | (555) 0108 |
Send to a few or thousands in just a couple of clicks
What used to take hours or weeks is now reduced to minutes. Send to one customer or thousands in a single click. Each one gets a personalized, secure link to fill out your form.
A couple of clicks, and done
Your customer opens a secure link, fills in the details, e-signs, and submits — all from any device. No printing, scanning, or mailing. No account required. The completed document is returned to you instantly.
Gets an email
Secure link arrives in their inbox
Opens the form
Works on any device, no app needed
Fills it out
Types answers, checks boxes, signs
Done!
Response received instantly
You get the answers immediately
Exportable to your favorite spreadsheet program. No transcribing, shuffling papers and no requests buried in a file cabinet or email chains. Take a process that can take weeks and reduce it to minutes. Easy for you, simple for your customer.
Before
After
Ready to eliminate the paper shuffle?
Stop chasing paper. Start collecting answers in minutes.