Features
What OctoDoc does, and what it refuses to do.
Prepare a document, send it, and sign it — with answers that point at the page, a signer surface that costs nothing, and a record you can check without asking us. Built first for independent contractors, agencies and startups; sized for any team that wants the same candor.
Who it is for
Built for small teams first. Open to every team.
The early work went where agreements are constant and the paperwork is nobody's job: independent contractors, agencies and studios, and startups sending their first contracts and offer letters.
Where we started
A contractor or agency sends statements of work, master agreements and change orders every week, and the signed file is what lets the invoice go out. A startup sends offer letters, contractor agreements and mutual NDAs while nobody owns the paperwork. Those are the jobs the upload path, form catalog, and pricing were shaped around.
Who else it fits
Nothing here is capped by company size. Larger firms use the same sending, the same seal and the same free signer accounts, and add senders as the team grows. What a bigger organization should check first is the list of things we do not have yet — that inventory is published on the security posture rather than left for a sales call.
The document that answers
Every supported answer quotes one exact passage and names its page.
Ask Octo answers supported factual questions from the document you uploaded, while you prepare it and while the other side reads it.
Ask the file
Ask a factual question and get the exact passage that answers it, with its page. Open its page and read the surrounding terms yourself.
The refusal is the feature
An answer with no matched passage and page is not shown as a citation. A general chatbot in another window can produce a fluent answer about any PDF. It cannot bind its answer to this stored passage and page, or refuse because no passage matched.
Start with the file
Upload a PDF or Word file, or choose a source-checked reusable PDF form. The PDF stays visible while you prepare fields and signers.
One account, every document
Every document you have sent or signed, with its versions, in one account.
For the person signing
The other side of the table is a first-class user.
Most signing products are built for the sender alone. The person asked to sign gets a link, a box, and no way to ask anything. OctoDoc treats that person as the second customer.
Signing costs nothing
Signer accounts are free. No plan, no card, no trial that converts into a charge. An account exists so the record can name who acted, not so anyone can bill you.
Your questions have a destination
Ask a supported factual question before you sign and get the exact passage and page that answer it. Ask the sender directly when the document cannot answer; OctoDoc will not send the question automatically.
Your documents are not training data
Every model request requires zero-data-retention routing and prompt-training opt-out. That is an application control on every model request, not a promise in a terms update.
You keep the sealed file
Every party can download the sealed PDF, its evidence archive, and the terminal proof file from their account once assembly completes. What you signed does not live behind someone else's subscription.
The record
Evidence you can check without asking us.
Most products answer the trust question with a badge row. We would rather tell you exactly what the record shows, who can check it, and where the limits are.
The seal
One signature covers every byte you approved. Change anything later and the signature breaks. Anyone can check that in a normal PDF reader, offline, with no account.
The ledger
Each event is linked to the one before it. Remove or change a step and the chain shows it. The record is tamper-evident: it shows interference rather than claiming to make interference impossible.
Retention, stated
Signing evidence lives in the ledger. The privacy notice states what we keep and for how long.
Subprocessors, published
Our subprocessor list is published, versioned and dated — including what each provider touches.
And the limits, stated in the open: v1 makes no long-term-validation claim, no administrator-proof storage claim, and no promise about how any tribunal will weigh any record. The Trust Center carries every legal instrument, and the security posture states what is built rather than what is aspired to.
Pricing without surprises
The price you see is the invoice you get.
In this category, people leave a vendor the week the renewal invoice surprises them. Our pricing is designed to make that week impossible.
Two plans, flat
Two plans, one price each: Free sends one file a calendar month. Team sends fifty, for one workspace price however many people the workspace holds. Nobody is charged for joining, for receiving, for signing or for verifying.
Who never pays
Signer accounts are free. Nobody pays to join your workspace either, however many people it holds. The only meter is the send: one a calendar month on Free, fifty on Team.
Compared
Where OctoDoc differs from the typical e-signature suite.
No vendor is named because plans change; the left column describes the category's common practice, and every line in the right column is a registered, supportable claim or a published decision.
The person signing
A place to collect a mark. Questions leave the product and go to email.
A free account, a cited answer on the page, and the sealed PDF to return to.
AI answers
A fluent paraphrase with no obligation to show where it came from.
An answer quotes the page it came from, or it is not shown as a citation.
Checking the record
A signing record that lives in the vendor's account and is shown on request.
One signature covers every byte you approved. Anyone can check it in a normal PDF reader, offline.
Documents and model training
Training permissions have arrived by terms update, mid-relationship.
Every model request requires zero-data-retention routing and prompt-training opt-out.
Reusable PDF forms
Reusable PDF forms, ready for signing.
50 source-checked forms sit beside PDF and Word upload in New document.
Upload your document
A PDF keeps its source pages. A DOC or DOCX file asks before conversion, then waits for your explicit page review.
Choose a reviewed form
Each form names its issuer, links to its source, and matches the stored SHA-256 before private ingest begins.
The signing path
Choose the file. Find the fields. Check the send.
Every upload and reusable form enters the same reviewed PDF preparation path.
Upload a PDF or Word file, or choose a reusable form. Review every page before you find or add fields and assign each field to a signer.
The send step freezes the PDF and confirmed field layout. Each signer fills only assigned fields, reviews the result, and receives the same signed PDF after the last signature.