Forms collect answers.
DocOtto drives outcomes.
Most form tools stop at “new response.” DocOtto turns every submission into a tracked pipeline — routing prospects to your scheduler, notifying your team, and preparing contract and payment workflows.
Every submission gets a Living Link™: a personal status page that shows each prospect where they are and what happens next — from submit to signed and paid.
No credit card required. A rich library of starter templates.
mycompany.com/track/sm-9j2k
Hi Sarah, here's your status:
Submitted
Under review
Scheduled
Contract sent
Payment
Fulfilled
Contract signed
Auto-triggered
More than a form. More than a pipeline.
How do your deals start?
Pick the path that matches how customers reach you. Both land in the same pipeline.
Guided Flows
Build smart intake forms that customers find via your website, QR codes, or links. Every submission lands in your pipeline with a branded living-link status page for the respondent.
Explore Guided FlowsTargeted Outreach
Send your guided flow to a customer list via email or SMS. Send to 1 or 1,000. Every reply enters the same pipeline with full open/response tracking.
Explore Targeted OutreachFrom Interest to Intake to Follow-Up.
DocOTTO helps organizations capture interest when it happens, guide people through the right questions, and keep everyone moving with smart forms, centralized intake, and Living Links.
Interest is everywhere. Intake is often scattered.
01 — ONE GUIDED FLOW, EVERY SURFACE
Postable link
share a URL anywhere
QR code
scan-to-open for any image
Email embed
drop into your newsletters
Website embed
iframe on any page of your site
Outreach campaign
DocOTTO sends to your list
Print-ready
QR for flyers, signage, mailers
All paths open the same guided flow
02 — SMART INTAKE THAT ADAPTS
Schedule a service
books an appointment
Generate a quote
price, total, or score
Send a contract
prefilled, ready to sign
03 — A LIVING RELATIONSHIP
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.
Most customer intake breaks before and after the submit button
Before, people see your ad, post, or page, get interested, hesitate to call or email, and the moment passes. After, the ones who did submit land in inboxes, spreadsheets, and disconnected tools. Follow-up is manual. Contracts happen somewhere else. Payments happen somewhere else. Customers are 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.
Trusted by businesses modernizing their intake
One connected journey. Not six disconnected tools.
Create a guided form. Distribute it anywhere. Get notified on every response. Manage the deal through your pipeline. Fire off a contract for e-signature. Collect payment. All from one system.
Create your guided form
Drag-drop builder with conditional logic, calculations, and scoring. Start from a ready-made industry template or build from scratch. Brand it with your logo and colors.
Distribute it everywhere
Embed on your website, print a QR code, share on social media, send an email campaign to your full customer list, or drop it in your email signature. One form, every channel.
Get notified on every response
Your team gets an email the moment a customer submits. The response appears in your pipeline instantly. No checking inboxes, no refreshing spreadsheets.
Manage the deal in your pipeline
Assign an owner, add notes, reply to the customer, tag it, advance the stage. Every submission is a live card on your kanban board, not a row in a spreadsheet.
Fire off a contract for e-signature
Auto-generate a contract from a template, pre-filled with the customer's form answers. Send it for e-signature. Multi-party sequential signing. ESIGN compliant.
Collect payment automatically
Trigger a Stripe checkout on form completion or after the contract is signed. Deposits, full payments, or custom amounts. The pipeline stage advances automatically.
Your customer sees their status at every step.
Submitted → Under Review → Contract Pending → Signed → Payment Complete → Fulfilled
Form builders stop at submission. CRMs start after intake. DocOtto connects both.
One customer journey, not five disconnected tools.
Form builders
Collect data. Export to CSV. You handle the rest.
DocOtto
Capture, qualify, route, contract, pay, and track. All connected.
CRM tools
Manage leads after they arrive. You still need a separate intake tool.
Built for businesses that move fast
A rich template library. 25 field types. 9 layouts. 8 automated actions.
Documents Signed
Forms Sent
Contracts Executed
Businesses
What our customers are saying
Teams like yours are closing faster with DocOtto.
“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, 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
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 in one pipeline.
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
Ready to turn outreach into action?
Start with an industry template, customize it in minutes, and launch your first guided flow today. Capture leads, close deals, and keep customers informed, all from one place.
14-day free trial. Cancel anytime.