Pricing that scales with you
Create unlimited Smart templates, guided web forms, and campaigns; choose the submission volume and team size that fit your business.
Every plan includes core DocOtto workflow capabilities: online intake, pipeline management, Living Links™, contracts, e-signatures, and Stripe payment collection, subject to each plan's usage limits. Plans differ by volume, team size, retention, branding, imports, AI usage, and advanced automation.
Save up to 40% with annual billing, no hidden fees or surprise paywalls
Starter
For individuals getting started
2 users included
- 1,000 submissions per month
- 25 e-signature contracts per month
- Unlimited signers per contract
- Unlimited Smart templates
- Unlimited campaigns and guided web forms
- Logic and calculations
- Pipeline management and Living Links
- Routing logic and webhooks
- E-signature audit trails
- AI form import: 300K AI tokens per month (up to 20 AI forms)
- Word import and PDF downloads
- Payment collection (Stripe)
- Email confirmations
- 180-day active retention
14-day free trial
Professional
For growing businesses
5 users included
- 3,500 submissions per month
- 150 e-signature contracts per month
- Unlimited signers per contract
- Unlimited Smart templates
- Unlimited campaigns and guided web forms
- Logic and calculations
- Pipeline management and Living Links
- Routing logic and webhooks
- E-signature audit trails
- AI form import: 300K AI tokens per month (up to 20 AI forms)
- Word import and PDF downloads
- Payment collection (Stripe)
- Email confirmations
- Annual plans include rollover. Use your total submissions anytime in the plan year.
- 12-month active retention
- Teams and permissions
- Remove DocOtto footer
14-day free trial
Pro Plus
For power teams
10 users included
- 7,500 submissions per month
- 300 e-signature contracts per month
- Unlimited signers per contract
- Unlimited Smart templates
- Unlimited campaigns and guided web forms
- Logic and calculations
- Pipeline management and Living Links
- Routing logic and webhooks
- E-signature audit trails
- AI form import: 600K AI tokens per month (up to 40 AI forms)
- Word import and PDF downloads
- Payment collection (Stripe)
- Email confirmations
- Branded vanity URLs
- AI-assisted copy and translation
- Annual plans include rollover. Use your total submissions anytime in the plan year.
- 24-month active retention
- Teams and permissions
- Remove DocOtto footer
14-day free trial
Max
For high-volume organizations
20 users included
- Unlimited submissions
- Unlimited e-signature contracts
- Unlimited outbound campaign emails
- Unlimited signers per contract
- Unlimited Smart templates
- Unlimited campaigns and guided web forms
- Logic and calculations
- Pipeline management and Living Links
- Routing logic and webhooks
- E-signature audit trails
- AI form import: 600K AI tokens per month (up to 40 AI forms)
- Word import and PDF downloads
- Payment collection (Stripe)
- Email confirmations
- Branded vanity URLs
- AI-assisted copy and translation
- Annual plans include rollover. Use your total submissions anytime in the plan year.
- 36-month active retention
- Teams and permissions
- Remove DocOtto footer
14-day free trial
Just need to view documents you've already signed? Access your free document portal →
Pricing FAQ
How can I get a free trial without a credit card?
Book a demo to get your free trial, with no credit card required. Pick any open slot. You'll get a calendar invite with a Zoom link, and a reminder before we meet. Bring a real form, PDF, or contract you use today. The demo is better with your paperwork in it.
What counts as a submission?
A submission is one completed guided web form or Document Automation form. The allowance is shared across both. Build as many forms and campaigns as you want; the limit is how many completed submissions your plan covers.
What is the difference between a submission and a contract?
Submissions are completed intake forms (with optional e-signature and Stripe payment). Contracts are multi-party signable documents with a dynamic signing workflow. Both are included at every plan tier, each with its own monthly allowance.
What happens if I go over my monthly allowance?
Submissions are still captured when you exceed your plan's allowance. The account owner is notified that submissions are waiting beyond the current subscription level and is given the option to upgrade.
Do you offer annual billing?
Yes. Annual billing saves up to 40%. On Professional, Pro Plus, and Max, your monthly submission allowance pools into a full-year allowance, so you can use 12 months of capacity anytime during the plan year.
What is your data retention policy?
Active documents remain fully accessible for the retention window on your plan: 180 days on Starter, 12 months on Professional, 24 months on Pro Plus, and 36 months on Max. After the active window, records are archived for up to 7 years before permanent deletion.
Can I change plans later?
Yes. Upgrade or downgrade at any time. Upgrades take effect immediately; downgrades take effect at the next billing cycle.
What does a shareable link to your campaigns mean?
Every flow and campaign gets a public link you can embed on your website, post on social media, or send anywhere. Anyone with the link can open your form and submit. No account required, no per-response fees.
Are there per-user fees?
No per-seat fees for your included team members. Starter includes 2, Professional 5, Pro Plus 10, and Max 20. Extra users are available as an add-on if you need them.
Ready to get started?
14-day free trial