The contract and the deposit,
one connected workflow.
A signature tool gets documents signed. A payment link collects money. Neither knows the other exists, and you are the glue. DocOtto runs the agreement and the deposit as one flow, in one sitting, on one deal card.
Two tools, one gap, lost deals
When signing and payment live in different tools, the handoff between them is manual. That handoff is where deals stall.
Signed on Monday, paid never
The contract comes back signed. Then someone has to notice, create a payment request, and send another email. Days pass, and unpaid signed contracts pile up.
The payment has no paper trail
A deposit collected through a bare payment link is not tied to any signed terms. When there is a dispute, you are matching bank records to email threads.
Two dashboards, no answer
The signature tool knows who signed. The payment tool knows who paid. Neither can tell you which deals are signed AND paid, which is the only question that matters.
How the connected flow runs
No glue work. Each step triggers the next.
The agreement drafts itself
Intake answers pre-fill your contract template: names, scope, price, deposit amount. Review it or let standard ones send automatically.
The customer signs online
Any device, no account, ESIGN compliant with a full audit trail and a tamper-resistant final PDF.
The deposit follows the signature
Stripe checkout opens right after signing. The deposit is tied to the signed agreement, so the paper trail is airtight.
One card shows both
The deal card shows contract status and payment status together, and advances on its own as each lands. Signed-and-paid is a column, not a research project.
Built into the whole intake pipeline
The contract-and-deposit flow is the back half of a longer journey that starts with a form and ends with a tracked, paid deal. The customer follows along on a Living Link status page the whole way.
Templates wired for sign-then-pay
These flows go from intake to signed agreement to paid deposit out of the box.
Frequently asked questions
- Does the customer sign and pay in one sitting?
- Yes. The Stripe checkout follows the signature immediately, in the same browser session. No second email, no payment link to lose.
- Is the deposit legally tied to the contract?
- The deposit is collected against the signed agreement, and both live on the same deal record: the executed PDF, the audit trail, and the payment. If a dispute comes, the story is in one place.
- Can I use my existing contract?
- Yes. Import the PDF you already use, or build the agreement from reusable clause blocks. Placeholders pull the customer details in automatically.
- What deposit amounts can I set?
- Flat amounts, a percentage of the quoted price, or payment in full. The intake form’s calculated quote can drive the number.
Close the gap between signed and paid.
One flow, one sitting, one card that shows both.