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Document Automation ROI Calculator

Most calculators ask 3-5 questions and provide an answer that's basic at best. Our ROI calculator takes a deep dive into your current processes to give you the most accurate ROI figures possible. 

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DOCUMENT AUTOMATION

One Template. One Form. Documents That Generate Themselves

Upload your document, add smart fields, and DoxFlowy turns it into a reusable workflow. Every time someone fills out the form, a completed document is generated automatically — ready to download, send, or sign.

START YOUR FREE TRIAL

No-Code Setup | ESIGN Act & eIDAS Compliant | Integrate With Your Existing Tools

THE HIDDEN THIEF

Manual Documents Are Slowing
Your Business Down

Every contract, proposal, and agreement your team creates by hand is time you're not getting back. Copying from old documents, fixing formatting, chasing missing information — it adds up fast.

And it gets worse as you grow. More clients mean more documents. More documents mean more errors, more bottlenecks, and more people spending their day on paperwork instead of the work that actually moves your business forward.

DoxFlowy turns your most-used documents into automated workflows. Build a template once, and every future document generates itself from a simple questionnaire — accurate, consistent, and ready in minutes instead of hours.

DoxFlowy document automation software

See It in Action — Try a Live Document Workflow

Fill out the form below and watch DoxFlowy generate a finished document in real time. This is exactly what your clients and team members experience.

Northwind & Co.
Strategy & advisory partners
Sample workflow Mutual / One-Way NDA · Live Demo
Interactive demo
See it in action

One template. Every variation.

Fill out the form. Watch the document on the right rewrite itself as you change the recipient role and NDA direction. Clauses appear, disappear, and adapt — automatically.

Page 01

NDA Request Form

6 questions · ~90 seconds
Conditional logic active — clauses adapt to your answers in real time 8 clauses
1

Parties

Q1 Your company name*
Q2 Recipient's full name*
2

Relationship & scope

Q3 Recipient role*
This determines which protection clauses apply — IP, work product, non-circumvention, and more.
Contractor Freelancer or agency
Employee Full / part-time hire
Vendor Supplier or service provider
Investor VC, angel, or strategic
Q4 NDA direction*
Mutual Both parties share confidential info
One-way Only the recipient receives info
Q5 Confidentiality term*
Q6 Governing jurisdiction*
All changes update the document instantly
ESIGN & UETA compliant · 256-bit encrypted Powered by DoxFlowy
Non-Disclosure Agreement
Contractor · One-way · 2-year term
Up to date

Your NDA is ready

In production, this is also routed to your recipient for e-signature, tracked, and archived — all from one DoxFlowy template.

GET STARTED TODAY FOR FREE

How it works

Four steps. One workflow. Documents that handle themselves from start to finish.

01

Start with a template, upload your own document, or create one from scratch. This becomes the foundation for your automated workflow.

02

DoxFlowy automatically generates a data collection form based on your template. Customize the colors, logo, questions, and logic. Then, reuse it as many times as you need.

03

When someone fills out the form, a finished document is generated automatically. It's populated with their answers, formatted, and ready to go.

04

Download the document, send it for signing, route it to storage, or push it to the next step in your process. Your call.

No code - ever

We built DoxFlowy so you'd never need a developer to create a document workflow. Point, click, drag, and drop. That's it. Build simple or complex flows with the same interface, and hand it off to anyone on your team with confidence that they can use it too.

Automate documents without writing a single line of code
Customize templates to meet your exact needs
Share them with your team and clients with a few button clicks.
No code ever

Don't Start From Scratch — Use a Ready-Made Template

Browse our growing library of templates for common business documents — contracts, proposals, NDAs, offer letters, and more. Each one is reviewed by legal professionals. Pick one and customize it, or upload your own document and turn it into a template from scratch.

Professionally vetted templates ready to use
Customize any template to fit your workflow
New templates added regularly based on user needs

Error-Free Documents, Every Time

our template stays locked. The questionnaire collects the data. Conditional logic automatically includes or excludes sections based on the answers so every document is accurate and tailored without anyone manually editing a thing.

Remove common errors from the equation
Conditional logic creates unique documents based on responses
Recreate the same document on demand, as many times as you need

One Form. Multiple Documents. All at Once.

Some workflows need more than one document. An employee onboarding might require an offer letter, an NDA, and a benefits enrollment form. With DoxFlowy, a single questionnaire can generate all of them in one pass — each one populated, formatted, and ready for individual signing or download.

No limit on the number of documents generated per form
Download individually or as a zip file
Each document can have its own signing workflow
How DoxFlowy document automation works with background

Bring Your Documents or Build Them Here

Upload your existing PDFs, Word documents, or text files directly into DoxFlowy and turn them into automated templates. Or use our built-in editor to create documents from scratch — with full support for tables, special characters, images, and a wide range of fonts.

Upload and edit documents directly
Use an intuitive document editors
Work with tables, special characters, and a wide range of fonts
Create your own documents

Collaborate within the platform

Include people within your organization, clients, or even third-party contributors to help you review, approve, or edit specific documents in real-time. If a clause needs to be added here or a review of the document done, just add them via sharing permissions and they can handle it without your input.

Give contributors document-level access without adding them to your organization
Revoke their access at any time
Allow them to comment and also see changes they’ve made to your document.
Collaboration within DoxFlowy

Your Documents Are Costing You More Time Than You Think

Start your free trial and see how fast you and your team can move when documents build themselves.

REGISTER YOUR FREE ACCOUNT

Get Started in Minutes | Cancel Any Time | No Hidden Fees

Customize and Control Every Detail

Make DoxFlowy work the way your team works, from branded forms to granular document management.

Your Brand, Front and Center

Every data collection form can be customized with your logo, colors, and question types. Your clients see a polished, branded experience, not a generic software interface.

Built for Teams, Not Just Individuals

Invite your team, set permission levels, and let multiple people create and manage document workflows across your organization. Everyone works from the same platform with the access they need.

Every Change Saved. Every Version Recoverable.

DoxFlowy automatically saves up to 10 versions of your document workflows, and you can manually save as many as you need. Made a mistake or want to roll back? Restore any previous version with a few clicks.

Manage Every Field Across Every Document

Create custom tags once and use them across every document workflow. Add descriptions, see which documents use each tag, and jump to any tag's location instantly with the built-in table of contents.

Get Set Up in Minutes, Not Months

DoxFlowy is an intuitive platform that lets you create your first document workflow in minutes. Not days. And if you need a hand, our team is here to help make your transition seamless. No lengthy onboarding. No consultants. Just a fast setup so you can start seeing results this week.

Set up your first workflow in minutes
No training required for your team or clients
Responsive support whenever you need it
Document automation software intuitive workflow

From Generated Document to Final Destination

Your document workflow does not end when the document is created. Route it, sign it, and store it. All from one platform

Send documents

Route Documents to the Right Place, Automatically

Once a document is generated, send it wherever it needs to go. Push completed documents to third-party tools through integrations, notify the right people, or trigger the next step in your workflow — all without leaving DoxFlowy.

Sign in a flash

Need It Signed? That's Built In

DoxFlowy includes full electronic signature capabilities. Send any document for signing right from the platform. Set the signing order, track progress, and get a tamper-proof audit trail on every signature. No need for a separate e-signature tool.

Learn more ->

Built to Remove the Excess Work

DoxFlowy was built from the ground up so you can create document workflows in minutes, not hours. Start a collection of workflows in the morning and be done by lunch. No bloated interfaces, no unnecessary steps.

Clean interface that stays out of your way
Works the same whether you build one workflow or fifty
Updates and edits take minutes, not a rebuild from scratch

Your Industry. Your Documents. Automated.
Key Use Cases.

Financial services

Move Faster Without Cutting Corners

Create tax forms, loan paperwork, contracts, and other sensitive financial documents in minutes. Share them internally or with clients knowing your data is secure and your processes are compliant.

Technology and SaaS

Hit Your Growth Targets

Automate NDAs, onboarding documents, service agreements, and internal workflows so your team stops losing hours to repetitive document tasks. Scale your operations without scaling your admin overhead.

Real estate

Paperwork Shouldn't Slow Down a Deal

Generate lease agreements, purchase contracts, disclosures, and closing documents from a single form. Multiple documents per transaction, each one accurate and ready for signing.

Professional services

Streamline Your Client-Facing Documents

Automate your proposals, engagement letters, quotes, and onboarding documents. Deliver a seamless client experience while cutting the time your team spends on repetitive paperwork.

Insurance

Simplify Complex Processes

Automate policy documents, claims forms, and enrollment paperwork so your clients experience a fast, transparent process from start to finish. Less back-and-forth, fewer errors, faster turnaround.

Every Document Stored and Accessible

All your documents, whether generated, signed, or still in progress, are stored securely in your account. Search, filter, download, or review anytime. No storage caps, no archive fees.

Document storage

Your Documents Are Protected at Every Step

Documents are encrypted in transit and at rest. SOC 2 certified infrastructure, ESIGN Act and eIDAS compliance, and tamper-proof audit trails on every signature. Your data stays yours.

Connects to Your Existing Stack

Push data and documents to the tools your team already uses. Zapier, Google Drive, Salesforce, webhooks, and more. DoxFlowy fits into your workflow, not the other way around.

Integrations

One Template. Unlimited Documents. Try It Free.

See how much time you and your team saves when documents build themselves.

Build your first workflow in minutes
Free trial with full access
No hidden fees
REGISTER YOUR FREE TRIAL 

No-Code Setup | ESIGN Act & eIDAS Compliant | Cancel Anytime

DoxFlowy is not a law firm, and does not provide legal services, advice, or representation. Some product imagery is for illustrative purposes only and the actual product experience may differ.‍