Contract Workflow

Send contracts the way you already work.

Build contracts from a clause library or import your own PDF. Add recipients, place signature fields, set a signing window, and track progress in real time with automatic expiration reminders.

Sequential delivery

You control the routing. The contract is delivered to each recipient in order so the process stays clean and predictable.

Workflow expiration without losing access

If a signing window expires, the workflow stops automatically. You still retain access to the document as the account holder and can resend or restart anytime.

Compliance built in

Your workflows, policies, processes, and storage support ESIGN Act and UETA compliant standards so your agreements remain secure and enforceable.

Document verification

Every signed contract includes a SHA-256 hash. Recipients can verify document integrity at any time to confirm nothing has been altered after signing.

Start from scratch or bring your own PDF

Import an existing contract as a PDF, or build one natively using our template builder with a clause library.

Import a PDF

Upload any existing contract as a PDF. Your original layout stays intact while you add signature fields, dates, and checkboxes on top.

Build with the template builder

Create contracts from scratch using a document-flow editor. Add headings, text blocks, and signature areas with automatic page breaks.

Clause library

Choose from pre-built language blocks across categories like indemnification, confidentiality, termination, and more. Add your own reusable clauses.

Dashboard pipeline

See every contract at a glance. Track drafts, active workflows, expiring agreements, and completed contracts from a single view.

How it works

1

Upload or build your contract

Import an existing PDF or build a contract from scratch using the template builder with a clause library. Save templates to reuse across deals.

2

Add recipients and set the order

Add one or more recipients and define the signing sequence. Each signer receives the contract in the exact order you choose.

3

Place and assign fields

Drag and drop signature, date, initials, and checkbox fields. Assign each field to the right recipient so everyone knows exactly what to do.

4
Set your signing window
The signing window controls how long recipients can complete the workflow. You still retain access if the workflow expires.

Choose a start and end date for the signing process. If the contract is not completed by the end date (for example, within one week), the workflow expires.

5

Add contract expiration tracking

Enter the date the contract expires. DocOtto reminds you 90, 60, 30, and 1 day before expiration so you have time to renew or take action.

6

Send and monitor progress

Send the contract and track every step in real time. You can see who has received it, opened it, and signed it as the workflow moves forward.

The signing window controls how long recipients can complete the workflow. Contract expiration tracking is separate and helps you manage the agreement after it has been signed.

Compliance you can trust

Your workflows, policies, processes, and storage support ESIGN Act and UETA compliant requirements, with a clear audit trail throughout the signing process.

E-sign compliance

Frequently Asked Questions

Are e-signatures legally binding?

Yes. DocOtto e-signatures comply with the ESIGN Act and UETA, making them legally binding in the United States.

What happens when a signing window expires?

The workflow stops automatically, but you retain full access to the document. You can resend or restart the signing process at any time.

How long are signed contracts retained?

Signed contracts are retained for 1 year after expiration. You can download them at any time during the retention period.

Can multiple people sign the same contract?

Yes. DocOtto supports sequential signing. You define the order, and each recipient signs in turn with automatic notifications.

Can I build a contract from scratch instead of uploading a PDF?

Yes. The template builder lets you create contracts using a document-flow editor with a built-in clause library. Save templates to reuse across deals.

How can I verify a signed document has not been tampered with?

Every completed contract includes a SHA-256 checksum. You or your recipients can upload the PDF to verify its integrity at any time.

Ready to send your next contract?

Upload your PDF, set the workflow, and track every signature. You stay in control even if the signing window expires.

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