One place for guided flows, document automation, and live deal tracking.
DocOtto gives you two ways to start a deal: Guided Flows when customers find you, and Document Automation when you send forms to the customers you already have. Both share one pipeline, e-signatures, payments, and living status links. From intake to signed and paid, in one place.
Engage while interest is active.
For customers, clients, and members.
Collect better information upfront and reduce manual work.
Respond faster and build stronger relationships.
All the tools to capture business
Build smart, branded forms that only ask what each customer needs. Put them where new customers find you, or send them to the customers you already have. This is where every deal starts.
Smart questions
Show, hide, and skip questions based on answers.
Share everywhere
Website embeds, QR codes, social links, email signatures, print.
Instant pricing
The form adds up the price as customers answer.
Automatic next steps
8 things can happen on their own when someone finishes.
Template library
10 industries. Start in minutes, customize everything.
Use your existing forms
Import the PDFs you already use and make them fillable online.
Acme Pool Service
Service request
Full name
Phone
Service type
Preferred date
When someone finishes a form, the next step happens on its own
DocOtto can send the contract, collect the payment, send emails, and share the info with your other tools. 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 installments.
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
The contract goes out pre-filled, and the deposit follows the signature.
Pipeline
Every submission becomes a card on one live board. Assign owners, add notes, reply to customers, move deals forward, and close them. All in one place.
- Drag cards forward as deals move
- Give each deal 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
The same guided flow works on your website, in an email, on a poster, in a social post, and in a digital ad. 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 service businesses. Teams use it to create smart forms and fillable PDFs, collect customer information, track every submission in one pipeline, send contracts for e-signature, collect Stripe payments, and keep customers 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 flows with smart questions and instant quotes; and e-signature contracts. Everything feeds one pipeline, from intake to signed and paid.
- What is the difference between Guided Flows and Document Automation?
- Guided Flows 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. Everything is built with a drag-and-drop builder: forms, smart questions, pricing math, branding, payments, and signatures.
- Can I collect payments and signatures on a form?
- Yes. Connect Stripe to collect deposits or full payments, and add legally valid e-signatures with a record of who signed and when (fully ESIGN compliant).
- 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 a ready-made template, customize it in minutes, and launch today. From intake to signed and paid, in one place.
Try our generous free tier. No credit card required.