Document automation software for teams and professionals

DoxFlowy helps you automate document workflows through powerful dynamic templates.

These dynamic templates provide the tools you need to create set-it-and-forget-it document workflows that work 24/7 365 without your constant input.

Build them from scratch, upload your documents to DoxFlowy and tweak them, or take advantage of our library of templates vetted by legal professionals and designed for virtually every industry.

The dynamic template allows you to cut down your document creation time from hours to minutes.

As soon as you finish creating your template, an intutive questionnaire is automatically generated for you and mapped to your document.

With just a few button clicks, you can share it with your your clients, customers, partners, or vendors to fill in a few blanks on the intuitive questionnaire - and you’re done.

Of course, you can customize the questionnaire to match your brand and embed or share it anywhere, so clients can give you all the data you need to automate the agreement or document creation process. 

Best of all? There’s no room for human error. 

Of course, that's not all DoxFlowy can do.

DoxFlowy integrates with your current tools so you can take a hands-off approach but stay efficient.

Easily connect to all major CRMs, marketing apps, HR tools, and many more.

You don’t need to manually upload documents or trigger actions in the tools you’re using. DoxFlowy handles it automatically once you’ve set up the initial connection.

Do you need it to be sent to your clients via your email software? Uploaded to Google Drive? Signed? Updated in your HR Management system?

Whatever you need to be done with a document – DoxFlowy automates it for you.

Meetings and committees for document approval ----> replaced by ------> real-time document collaboration and simplified approval processes


Error-prone document data entry and creation -----> replaced by ------> automated form-based data collection, prebuilt document templates, and integrations with your tech stack to send data to the right place

Cumbersome signing processes -----> replaced by ------> automated electronic signatures and notifications to reduce signing time by up to 80%

Opaque chain of custody and weak document security -----> replaced by ------> end-to-end document encryption, multiple forms of authentication, electronic document fingerprint, clear chain-of-custody audit trail

Space-intensive and vulnerable document storage -----> replaced by ------> secure cloud storage accessible from anywhere in the world.

Warning: You have to act fast.

Because we spend a lot of time and energy to make sure we automate your documents properly, we’re limited to only 15 new customers every week. We allocate those slots on a first come first serve basis.

To make sure you’re able to take advantage of this, go ahead and click the button below so we can walk you through how it can work for your specific situation and answer any other questions you may have.

This workflow has been lightly styled and customized for example purposes. 

The questionnaire can be embeded on almost any page by simply copying and pasting a single line of code. 

Note that you can take it much further and fully customize it to suit your specific use case. 

Note: Your email address is not added to our marketing communications. It's used to send you a sign request after generating the document. 

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