Document Automation Suite
The paperwork process is stuck in the past.
DocOtto powers your document workflows end to end. From automated submissions and built-in scheduling & dispatch to AI invoice extraction and fully compliant e-Sign contract execution. No printing. No scanning. No retyping. Just upload, automate, and manage everything in one intelligent platform.
Built for small businesses and organizations modernizing paperwork.
Documents Signed
Invoices Processed
Contracts Executed
Businesses
Automate every document, from first click to final signature.
Document Automation
Your team is still printing forms, chasing handwritten responses, and retyping data. DocOtto turns any PDF into a digital workflow that collects clean data and e-signatures in minutes.
Scheduling & Dispatch
Included free with Document Automation
Jobs tracked on whiteboards and texts lead to double-bookings and missed appointments. DocOtto lets you assign, dispatch, and prevent overlaps from the same dashboard.
Invoice AI Extraction
Invoices arrive as PDFs and someone keys every field by hand. DocOtto reads the invoice, extracts the data, and exports it to your accounting system — accurately and fast.
Contracts
Contracts get emailed back and forth, signatures are delayed, and renewals slip through the cracks. DocOtto handles sequential signing, audit trails, and expiration reminders.
With DocOtto, information moves in minutes, not weeks.
Trusted by businesses modernizing their paperwork
Three modules. One dashboard.
Pick what you need today—Document Automation, Invoice AI Extraction, Contracts—or bundle all three and manage everything from the same dashboard.
Document Automation
Turn PDFs into mobile-friendly experiences that collect clean data.
Upload PDFs and Add Fields
Drag and drop signature, initials, date, text, dropdown, checkbox, and number fields.
Send by Link or Email
Share a secure link. No accounts required. Add reminders and automated follow-ups.
Track Everything in Your Dashboard
See status, download signed copies, and export clean submission data anytime.
Scheduling & Dispatch Built In
Included with Document Automation — assign jobs, dispatch field techs, and prevent double-booking from the same dashboard.
Invoice AI Extraction
Email or upload invoices, verify extracted fields, and generate import files.
Email or Upload Invoices
Forward invoices to your DocOtto inbox or upload PDFs for fast extraction.
Verify Before You Export
Review and correct extracted fields before generating your import file.
Import Into Your Accounting System
Create a clean, structured file for upload—save time and reduce manual entry.
Contracts
Upload contracts, build workflows, capture execution evidence, and manage renewals.
Upload PDFs and Add Recipients
Upload a contract PDF, add one or more recipients, and define the signing order.
Assign Execution Fields
Signature, initials, checkboxes, dates, text, dropdowns, and number fields—placed exactly where needed.
Compliance, Alerts, and Retention
Audit trail (consent, IP, location, time, doc IDs), configurable renewal alerts (90/60/30/1 day), and 1-year retention after expiration—download anytime.
Built for how you already work.
DocOtto is made for service businesses that deal with forms, signatures, and customer data every day.
Home Services
Pool service, landscaping, HVAC—collect signatures and payments before work begins.
Events & Venues
Venues, caterers, DJs, planners—confirm details, collect signatures, and take payments.
Schools & Programs
Permission slips, waivers, registration packets—collect everything digitally.
Organizations & Groups
Mortgage Brokers, Real Estate, Nonprofits, HOAs, clubs—registrations, membership, and applications.
If you're still sending paperwork to prospective customers, DocOtto can simplify it—for you and for them.
What our customers are saying
We used to spend almost a month preparing for the upcoming season. With DocOtto, we can prepare and send our pool/spa opening and closing forms the same day. It changed how our office runs.
Maria S.
Office Manager, Clearview Pool Services
Our venue books 250+ events a year. Before DocOtto, contracts would sit in email chains for weeks. Now clients sign in minutes, not days or weeks, and we never worry about missing a booking.
James T.
Events Director, Lakeside Event Center
Parent permission slips were a nightmare every semester. We switched to DocOtto, eliminated all of the extra printing and paper collection. Our parents love how easy it is.
Dr. Linda K.
Program Director, Bright Futures Academy
Legally binding e-signatures — backed by a complete audit trail
Designed to support ESIGN + UETA electronic signature workflows.
Electronic Consent
Captures explicit consent to do business electronically before any signature
Signature Intent
Every signature records signer identity, method, and intent to sign
Timestamped Audit Trail
IP address, geolocation, timestamps, and document integrity hash logged automatically
Secure Storage & Retrieval
Encrypted at rest, retained for 1 year after expiration, downloadable anytime
Frequently Asked Questions
Ready to retire paperwork for good?
Send your first form today and see how fast you can collect signatures, data, and payments—without printing a thing.
“We cut our paperwork processing time by 80%.” — Operations Manager, Regional Service Co.