Every submission becomes work you can track.
Assign owners, add notes, reply to recipients, move requests forward, and complete the process. All from one board. No spreadsheets, no scattered email threads, no wondering who is handling what.
Part of guided web forms and Document Automation.
One board for every request.
One board. Every stage. Every submission. Drag between stages, see who is responsible, and know what needs attention right now, whether the recipient came to you or you reached out.
Submitted
Acme Pool Co.
Spring opening
2m ago
Northwind Events
Venue inquiry
14m ago
Under Review
Linda Chen
Permission slip
Owner: Maria
Contract Pending
Riverside HOA
Service agreement
Sent 1d ago
Signed
Bayview Catering
Event contract
Awaiting deposit
Payment Complete
Crestwood School
Field trip pkg
Paid $1,240
Fulfilled
Heritage HOA
Pool closing
Closed yesterday
Work submissions, not spreadsheets.
Owner assignment
Assign each submission to a team member. Filter the board by owner. Know who is handling what.
Tags
Tag submissions by priority, source, service type, or any category you choose. Filter and segment instantly.
Notes and replies
Add internal notes for your team. Reply directly to the customer. Everything stays attached to the submission.
Linked contracts
Contracts generated from a submission are linked to that pipeline card. See the signing status without leaving the board.
Linked payments
Payment requests are linked to the submission. See if the deposit cleared, the checkout was completed, or payment is still pending.
Cross-flow search
Search across all forms and campaigns in one view. Filter by stage, owner, tag, date, or keyword.
Sarah Mitchell
Spring opening · Apr 12
Latest note
Confirmed week of Apr 20. Waiting on the signed agreement before scheduling the crew.
One card carries the whole request: owner, tags, notes, contract status, payment status, and the recipient's Living Link.
Your customers see their status in real time.
Relevant status changes in the pipeline are reflected on the customer's Living Link. Submitted, under review, contract pending, signed, fulfilled.
No more “did you get my form?” phone calls. No more replying to status emails. The customer always knows where things stand.
Learn about living linksdocotto.com/track/abc123
Hi Sarah,
Here's the status of your service request.
Submitted
Mar 24, 9:14 AM
Under review
Mar 24, 10:02 AM
Contract sent
Mar 25, 11:30 AM
Payment
After signing
Fulfilled
Scheduled Apr 5
One pipeline or per-campaign. Your choice.
Cross-flow pipeline
See every submission from every form in one board. Triage across campaigns. Perfect for teams managing multiple intake channels.
Per-campaign submissions
Drill into one form's responses. See who submitted, completion rates, top sources, average time to complete. The data view for one campaign.
Is the pipeline the right fit?
Use the pipeline when...
- Requests come in steadily and today they live in an inbox or a spreadsheet
- Every request has steps after submit: review, quote, sign, pay, schedule
- More than one person touches requests and handoffs get dropped
- You want to see at a glance which requests are stuck and which are done
Not ideal when...
- You need a full CRM with cold outreach sequences, dialers, and rep quotas
- You do not collect customer requests online at all
Frequently asked questions
- What is the DocOtto pipeline?
- A live board where every form response becomes a card you can track. Assign owners, add notes, reply to recipients, and move requests from submitted through contracts, payments, and completion, all in one place.
- Do form responses land on the board automatically?
- Yes. Every submission from a guided web form or a Document Automation campaign enters the pipeline instantly, with no copy-paste or importing.
- Can the board move cards on its own?
- Yes, at the moments that matter. When a contract gets signed or a Stripe payment lands, the card advances automatically. Your working stages stay under your control.
- Are contracts and payments linked to each card?
- Yes. Each card shows its linked contract status and payment records, so you never dig through email to find where a request stands.
- Does the customer see the pipeline?
- They see their own view of it: a Living Link status page that updates as their request moves through your stages.
Stop managing requests in spreadsheets.
Every form response enters the pipeline automatically. Assign, track, coordinate the next steps, and complete the process. All from one board.
Try our generous free tier. No credit card required.