One platform. One customer journey.
Guided Flows is the engine. Contracts, payments, and distribution are the actions it triggers. Pipeline is where you manage it all. Everything works together because it was built that way, not bolted on.
Guided Flows
Build smart, branded intake journeys that adapt to every customer. Multi-step forms with conditional logic, real-time calculations, and score-based routing. Shared as a single link. This is where every customer journey starts.
Conditional logic
Show, hide, and skip based on answers. Nested AND/OR groups.
Calculations & scoring
19-function engine with score thresholds for outcome routing.
9 layout themes
Vertical, split, card, hero, stepper, conversational, and more.
Omnichannel distribution
Embeds, QR codes, social links, email signatures, print.
Outcome routing
8 action types triggered by score, logic, or form completion.
Industry template library
10 categories. Start in minutes, customize everything.
Submissions trigger the next step automatically
When a guided flow is completed, DocOtto can fire off contracts, collect payments, send emails, and push data to external systems. No code required.
Contracts
Auto-generate from templates. Pre-fill fields from the submission. Send for e-signature with multi-party sequential signing.
Payments
Trigger a Stripe checkout from any submission. Amount from a field or a fixed value. Deposits, full payments, or installments.
Email follow-ups
Send confirmation emails to respondents, notify your team, or trigger custom messages based on outcome routing.
Webhooks
Push submission data to any external system. HMAC-signed payloads. URL and header token piping.
Pipeline
Every submission enters a live pipeline. Assign owners, add notes, reply to respondents, advance stages, and close deals. All from one kanban board.
- Drag-drop stage progression
- Owner assignment and team filtering
- Tags, notes, and threaded replies
- Linked contracts and payment records
- Cross-flow search and filtering
Give customers a clearer path from interest to done
Every respondent gets a living link, a branded URL that shows the real-time status of their submission. Submitted, under review, contract pending, signed, payment complete, fulfilled. They always know what happens next.
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 CTA
Social link
Ad landing
Print media
Ready to turn outreach into action?
Start with an industry template, customize it in minutes, and launch your first guided flow today.
14-day free trial. Cancel anytime.