From intake to signed and paid.One place to manage the whole workflow.
Capture leads from websites, ad campaigns, shareable links, and QR codes. Send fillable smart forms to existing customers. Collect commitments, signatures, and deposits in one workflow that drives deals to completion.
Every submission gets a Living Link™ status page so customers always know what happens next.
No credit card required. Start from ready-made templates or the PDFs you already use.
mycompany.com/track/sm-9j2k
Hi Sarah, here's your status:
Submitted
Under review
Scheduled
Contract sent
Payment
Fulfilled
Contract signed
Auto-triggered
Every post you share points somewhere.
Your last post sent people to your website. How many of them can you name? Where a click lands decides whether it becomes a customer you can follow up with, or just a number in your analytics.
A click on your homepage
A few seconds of skimming, then gone. No name, no phone number, no idea what they wanted. The interest your post created evaporates on arrival, and there's no way to get it back.
The same click on an intake form
Who they are, how to reach them, and what they want, captured while their interest is still warm. Smart questions qualify them, live pricing quotes them, and the deal lands in your pipeline with a next step attached.
Deals don't die from bad work. They die from follow-up.
An inquiry comes in. You reply, quote, send the contract, chase the signature, chase the deposit. Each step by hand, each in a different tool. Every handoff is a place for the deal to stall, and your customer is left wondering what happens next.
Scattered across channels
Inquiries come from your website, social media, email, ads, and referrals. Each one lands in a different place with no unified view.
Manual follow-up kills speed
Every lead needs a reply, a quote, a contract, a payment link. You do each step by hand, in a different tool, hoping nothing falls through.
Customers feel ignored
After submitting a form, customers have no idea what happens next. No status, no timeline, no confirmation that anyone is working on it.
How do your deals start?
These aren't two tools. They're two ways to reach customers. Every reply lands in the same place, where the real work begins.
Guided Flows
Build smart forms that customers find on your website, a QR code, or a link. Every submission lands on your board, and the customer gets a status page that shows where things stand.
Explore Guided FlowsDocument Automation
Send your fillable form to your customer list by email, a link, or a QR code. Send to 1 or 1,000 people. Every reply lands on the same board, and you can see who opened and who answered.
Explore Document AutomationFrom intake to signed and paid.
DocOtto helps you capture interest the moment it happens, guide people through the right questions, and carry each one to a signed contract and a paid deposit. Every deal tracked in one place.
Leads come from everywhere. They usually end up scattered.
01 — ONE FORM, SHARED EVERYWHERE
Shareable link
share a link anywhere
QR code
scan to open, from any image
Email embed
drop into your newsletters
Website embed
add to any page of your site
Email campaign
DocOtto sends to your list
Print-ready
QR for flyers, signs, mailers
All paths open the same guided flow
02 — SMART FORMS, RIGHT QUESTIONS
Schedule a service
books an appointment
Generate a quote
price, total, or score
Send a contract
prefilled, ready to sign
03 — EVERYONE STAYS UP TO DATE
Where things stand
- Form received
- Reviewed
- Quote sent — your turn
Maya R. — Quote
Awaiting follow-up · 2h
Jamal K. — Schedule
Booked · today 3pm
Priya S. — Contract
Sent · pending sig
Customers know what happens next.
Your team knows what needs attention.
One connected journey. Not a stack of disconnected tools.
Create a form. Share it anywhere. Get notified on every response. Track the deal on your board. Send the contract. Collect the payment. All in one system.
Create your form
Build it with drag and drop. Your form can ask smart follow-up questions and add up the price as customers answer. Start from a ready-made template and add your logo and colors.
Share it everywhere
Put it on your website, print a QR code, share it on social media, or email it to your whole customer list. One form works everywhere.
Get notified on every response
Your team gets an email the moment a customer submits. The response appears on your board instantly. No checking inboxes, no refreshing spreadsheets.
Track the deal on your board
Every submission becomes a card on your board. Assign it to a teammate, add notes, and reply to the customer. No more digging through spreadsheets and inboxes.
Send the contract to sign
The contract is created from your template and filled in with the customer's answers. They sign it online, on any device. Works with more than one signer. Fully ESIGN compliant.
Collect the payment
Ask for a deposit or the full amount through Stripe, right after the form or the signature. When the money arrives, the card on your board moves forward on its own.
Your customer's Living Link™ shows their status at every step.
Submitted → Under Review → Contract Pending → Signed → Payment Complete → Fulfilled
The work after the submit button does itself.
DocOtto has all the form tools you'd expect. But the real magic starts when a response comes in. Form builders collect data and stop. CRMs start after the lead arrives. DocOtto runs the whole middle: the contract goes out pre-filled, the deposit gets collected, and the board updates when the money and signatures actually land.
Form builders
Collect data. Export to CSV. You handle the rest.
DocOtto
Capture the lead, send the contract, collect the payment, track the deal. Nothing falls through.
CRM tools
Manage leads after they arrive. You still need a separate intake tool.
Built for how you already work
Any organization that needs information from the people it serves: customers, clients, members, applicants, students, staff, or prospects. And a way to act on it.
Home Services
Service requests to signed contracts and deposits before the truck rolls.
Learn more
Events & Venues
Booking inquiries to confirmed contracts and deposits in one flow.
Learn more
Schools & Programs
Registrations, permissions, and waivers collected digitally from parents.
Learn more
Organizations
Membership applications, renewals, and approvals tracked from request to done.
Learn moreEnterprise-grade security. Small-business simplicity.
Encryption at rest, audit trails on every action, and compliance-ready from day one.
Encrypted at Rest
AES-256 field-level encryption for all PII. Your data is protected even if storage is compromised.
ESIGN Compliant
Full ESIGN + UETA workflow: consent capture, signer identity, intent to sign, timestamped audit trail.
Complete Audit Trail
Every action logged with IP address, timestamp, user agent, and document integrity hash.
Org-Scoped Isolation
Row-level security ensures each organization can only access their own data. No cross-tenant leaks.
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 on one board, send contracts for e-signature, collect Stripe payments, and keep customers updated with Living Link status pages. Every deal moves from intake to signed and paid in one place.
- How is DocOtto different from a form builder?
- Form builders collect responses and stop. DocOtto helps manage what happens after the response: review, assignment, contract generation, e-signature, payment, and customer status tracking.
- Is DocOtto a CRM?
- No. DocOtto is the workflow between a customer request and the outcome: review, quote, signature, deposit, and follow-up. Use it on its own or alongside the CRM you already have.
- Do customers need an account?
- No. Customers complete your form via a secure link on any device. No signup, no app download. After submitting, they get a Living Link to track their status in real time.
- Can I use my existing PDF forms?
- Yes. Import existing PDFs and turn them into fillable web forms, or start fresh with a ready-made industry template.
- Can I send contracts from a form submission?
- Yes. DocOtto creates the contract from your template, fills it in with the customer's answers, and sends it for e-signature, all triggered by form completion.
- Can I collect payments automatically?
- Yes. Stripe payments can be collected automatically when a submission qualifies, after the contract is signed, or manually from the deal board. Deposits, full payments, or custom amounts.
- How long does setup take?
- Start with an industry template, customize the fields and branding, and launch your first workflow in minutes. The builder has drag and drop, live preview, and a setup wizard.
Ready to stop chasing?
Start with an industry template, customize it in minutes, and launch today. Your next inquiry comes back signed and paid, and you can watch it happen on the board.
Build your first workflow free. No credit card required.