Document Automation

Turn your PDFs into smart workflows.

Upload an existing PDF, add fields, and share a link. Collect e-signatures, clean data, and payments, all from one dashboard.

Clean, structured data

Every submission produces typed field data you can search, filter, and export. No more deciphering handwriting or re-typing.

Works on any device

Forms render on desktop, tablet, and mobile. Recipients fill and sign from their browser without creating an account.

Payment collection

Add a Stripe payment field to collect fees, deposits, or donations alongside the form submission.

Multi-language forms

Create forms in multiple languages and let recipients toggle between them. Each language gets its own page with translated fields.

How it works

1

Upload your PDF

Upload an existing PDF including intake forms, waivers, registrations, and authorizations. Keep your original layout intact.

2

Add fields in the Doc Builder

Drag and drop text, signature, date, checkbox, dropdown, number, email, and phone fields. Assign them to specific pages and positions.

3

Publish and share a link

Generate a shareable link your recipients can open on any device. No app download required, just a browser.

4

Collect e-signatures

Recipients draw or type their signature directly on the form. Each signature is captured with consent, timestamp, and IP metadata.

5

Send campaigns

Send the form to a list of recipients by email. Track who received it, who opened it, and who completed it.

6

Download and export

Download completed PDFs with filled fields and signatures baked in. Export submission data for reporting and follow-up.

Built for forms you already use

Intake forms
Waivers & releases
Registrations
Authorizations

Frequently Asked Questions

Can I use my existing PDF forms?

Yes. Upload any PDF and add fields like signature, text, date, dropdown, checkbox, and payment directly on top of it.

Do my customers need an account?

No. Customers complete forms via a secure link on any device. No app download or account creation required.

How secure is my data?

All data is encrypted in transit and at rest. DocOtto supports ESIGN Act and UETA compliance with full audit trails. Learn more about security.

Ready to automate your documents?

Upload your first PDF and start collecting data and signatures in minutes.

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