Real-time submission status for every customer.
After submitting a form, every customer gets their own status page with your branding. Submitted, under review, contract pending, signed, payment complete, fulfilled. No login required. No “did you get my form?” calls. Just confidence in the process.
Part of guided web forms and Document Automation.
Living Links: a customer status page for every request
Call it a customer status page, a quote tracker, or a contract status page. It updates automatically as you work the submission through your pipeline: quote status, contract status, and payment status, all on one link. Your customer sees exactly what's happening without calling, emailing, or wondering.
A live status page. Branded as you. Updated by your work.
When you advance a submission in the pipeline, your customer's living link reflects it instantly. They don't need to log in. They don't need to email. They don't need to call.
The link surfaces what they need next: review and sign a contract, complete a payment, upload a missing document. Right at the active step. One tap, no hunting.
And the stage labels you choose are the labels they see. “Awaiting deposit,” “Scheduled for installation,” “Permit pending.” Your language, not generic statuses.
docotto.com/track/abc123
Hi Sarah,
Here's the status of your service request.
Submitted
Mar 24, 9:14 AM
Your service request was received.
Under review
Mar 24, 10:02 AM
Maria is reviewing your request.
Contract sent
Mar 25, 11:30 AM
Your service agreement is ready.
Payment
After signing
Fulfilled
Scheduled Apr 5
The call you never have to take again
Same customer. Same form. Two completely different experiences.
Without living links
The status-call cycle
- Customer submits a form
- Hears nothing for 3 days
- Calls your office: "Did you get my form?"
- Your staff checks the spreadsheet
- "Yes, we got it. We're working on it."
- Customer calls again 2 days later
- Repeat until contract is signed
With living links
Self-service status, every time
- Customer submits a form
- Gets a branded status URL immediately
- Checks status: "Under Review"
- Status updates to "Contract Pending"
- Signs the contract from the same link
- Status updates to "Payment Complete"
- Zero calls to your office
Every industry. One outcome: less uncertainty.
Service businesses
400 customers submit seasonal service forms. Instead of calling your office, they check their status link. Your phones go quiet. Your team focuses on work, not status updates.
See Home ServicesEvents and venues
A couple inquires about booking your venue. They see their status move from “Submitted” to “Contract Pending” to “Confirmed.” They feel confident. You close the booking faster.
See Events & VenuesSchools and programs
Parents submit permission slips and see “Complete” on their status page. No more “did the school get it?” calls. Your admin assistant stops chasing. The board sees 100% compliance.
See Schools & ProgramsAutomatic. Branded. Zero setup.
Living links activate the moment a submission is created. The URL matches your branding. Stage updates happen automatically as you work the pipeline. You don't configure anything. It just works.
Auto-generated
Every submission gets a unique branded URL. No manual setup.
Real-time updates
Stage changes in your pipeline instantly reflect on the status page.
No login required
Customers click their link and see their status. Nothing to sign up for.
Frequently asked questions
- What is a Living Link?
- A customer status page for every form submission. It shows where the request stands (submitted, under review, contract pending, signed, payment complete, fulfilled) and updates in real time as the request moves.
- Does every customer get one?
- Yes. Every submission automatically gets its own Living Link with your branding. No setup per customer.
- Can customers see contract and payment status?
- Yes. When the contract is ready they review and sign right from their Living Link, and when a payment is requested they pay there too. The page updates on its own as each step completes.
- Do customers need an account or login?
- No. The Living Link is a secure personal URL. Customers just click it, on any device.
- Can my team control what customers see?
- Yes. Your stage names become their status names, so customers see the same simple steps your team works with.
Give customers a clearer path from interest to done.
Living links come built into every guided web form. Start free and your first customer will see their status page automatically.
Try our generous free tier. No credit card required.