One platform for forms, documents, and everything that follows.
Start with an existing PDF or Word document through Document Automation, create a guided web form, send directly to known recipients, or publish a link anywhere. Every response becomes structured data in one pipeline, where DocOtto can route the next action, automate follow-up, prepare formal contracts, collect signatures and payments, and keep recipients informed.
Engage while interest is active.
For customers, clients, and members.
Collect better information upfront and reduce manual work.
Respond faster and build stronger relationships.
Start with the intake method that fits the process
Use the document your organization already trusts, build a guided experience, send directly, or publish a link anywhere. Every entry method feeds the same structured data, pipeline, and workflow.
Import a document
Upload a PDF or Word document and let AI place the initial fields for your review.
Build a guided web form
Multi-step forms with conditional questions, branching, and scoring.
Send directly
Deliver a form or document to one recipient or thousands, with tracking and reminders.
Publish anywhere
Public links, website embeds, QR codes, social posts, ads, email signatures, print.
Instant pricing
Calculations add up totals and scores as recipients answer.
Template library
10 industries. Start in minutes, customize everything.
Acme Pool Service
Service request
Full name
Phone
Service type
Preferred date
Design the whole process on one canvas
Arrange the stages, connect routes, branch from submitted answers, and configure what happens at each handoff. Publishing the workflow supplies the matching campaign pipeline, including its notifications, contracts, payments, and webhooks.
When someone submits, DocOtto coordinates the next step
Based on the workflow, DocOtto can route the request, notify your team, send follow-up, prepare or send a contract, request payment, or securely pass the information to another system. No code required.
Contracts
Created from your template and filled in with the customer's answers. Sent for e-signature. Works with more than one signer, in order.
Payments
Collect money through Stripe from any submission. Charge a set price or an amount from the form. Deposits, full payments, or calculated totals.
Email follow-ups
Send a confirmation to the person who filled it out, notify your team, or send custom messages based on their answers.
Connect your tools
Send form info to the other apps you use, automatically and securely (via signed webhooks).
Service Agreement
Sign here
Sarah Mitchell
Signed 11:42 AM
Deposit cleared
$240.00 · Stripe · Just now
When the workflow calls for it, the contract goes out pre-filled and the deposit request follows the signature.
Pipeline
Every submission becomes a card on one live board whose stages come from the published workflow. Assign owners, add notes, reply to recipients, run the next action, and complete the process. All in one place.
- Drag cards forward as work moves
- Stage names and automations stay synced with the workflow
- Give each request an owner; filter by teammate
- Tags, notes, and back-and-forth messages
- Linked contracts and payment records
- Search across all your forms at once
Submitted
Sarah M.
Spring opening
Under Review
James R.
Spring opening
Contract
Linda C.
Spring opening
Living link active for every recipient
Self-service status, no login required
No more “did you get my form?” calls
Every respondent gets a Living Link, a branded URL that shows the real-time status of their submission. When the contract gets signed or the payment lands, their page updates on its own, so they always know what happens next without calling you to ask.
mycompany.com/track/sm-9j2k
Hi Sarah, here's your status:
Submitted
Under review
Scheduled
Contract sent
Payment
Fulfilled
No login required. Customers just click their link.
Reach customers everywhere they find you
Every DocOtto form or document can be shared through a website, email, QR code, social post, advertisement, embed, or direct link. One build, every channel.
Website embed
QR code
Email button
Social link
Ad page
Print media
Frequently asked questions
- What is DocOtto?
- DocOtto is a no-code intake and document workflow platform for any organization that runs on forms. Teams use it to create smart forms and fillable PDFs, collect information, track every submission in one pipeline, send contracts for e-signature, collect Stripe payments, and keep recipients updated with Living Link status pages.
- What can I build with DocOtto?
- No-code forms and fillable PDFs that collect responses, payments, and e-signatures; multi-step guided web forms with smart questions and instant quotes; and e-signature contracts. Everything feeds one pipeline, from submission through the required next steps and completion, including review, contracts, signatures, payments, scheduling, or handoff.
- What is the difference between guided web forms and Document Automation?
- Guided web forms are multi-step forms customers find and fill out (customers come to you). Document Automation sends a fillable form or PDF to your list, or posts it anywhere (you reach out to them). Both land in the same pipeline.
- Do I need to know how to code?
- No. Forms and documents are created with no-code builders, and payments, signatures, branding, and workflow actions are configured without custom development.
- Can I collect payments and signatures on a form?
- Yes. Connect Stripe to collect deposits or full payments, and add e-signatures through an ESIGN-compliant process, with a record of who signed, when they signed, and the document they approved.
- How much does DocOtto cost?
- There is a generous free plan with no credit card required, plus paid plans: Starter $39.95/mo, Professional $64.95/mo, Pro Plus $104.95/mo, and Max $179.95/mo (lower with annual billing).
Ready to stop chasing?
Start with an existing document, a blank form, or a ready-made template. Every option connects to the same workflow, pipeline, contract, payment, and recipient-status tools.
Try our generous free tier. No credit card required.