Choose the modules you need. Manage them from one dashboard.
DocOtto is built as three focused modules—Document Automation, Invoice AI Extraction, and Contracts—so you can start simple and expand as your workflows grow.
Document Automation
Turn PDFs into mobile-friendly workflows that collect clean data and signed documents. Includes built-in scheduling and dispatch for field service teams.
Invoice AI Extraction
Email or upload invoices, verify extracted fields, and generate accounting import-ready files.
Contracts
Build signing workflows, capture audit trails, and manage renewals with configurable reminders.
Document Automation
Upload a PDF, add fields, and send a link. You get the signed document and clean submission data.
Scheduling & Dispatch Included
Bundled at no extra cost with Document Automation (Professional and above)
Manage jobs, schedule appointments, and dispatch field technicians — all from the same platform where you build forms and collect signatures. No separate scheduling tool needed.
Job scheduling
Create jobs, set priorities, and schedule appointments with drag-and-drop simplicity.
Technician dispatch
Assign techs based on skills, availability, and location. Prevent double-booking automatically.
Service locations
Manage customer locations with timezone support and link them to recurring service jobs.
Mobile tech app
Field techs view their schedule, submit notes, and notify customers on completion — right from their phone.
Invoice AI Extraction
Route invoices into DocOtto, extract key fields, verify results, then export for accounting import.
Email or upload invoices
Forward invoices to your DocOtto address or upload PDFs directly.
Verify before export
Review extracted fields and correct anything before generating import files.
Import into accounting
Generate structured outputs that can be imported into your accounting system.
Contracts
Upload PDFs, build signer workflows, capture execution evidence, and get renewal reminders.
Audit-ready proof
Consent, signer metadata, timestamps, and integrity logs—easy to retrieve and defend.
Configurable reminders
Choose one or multiple reminders before expiration so renewals do not slip.
One dashboard
Track progress, resend requests, and download completed documents from a single place.
Ready to get started?
Choose one module or bundle all three. Start a 7-day free trial today.