Generate a PDF from DocuSign Envelope Data Using PDF.co and Zapier

Step 1: Configure the DocuSign Trigger

Create a Zap and select DocuSign with the Envelope Status Updated trigger.

Connect your DocuSign account and configure:

• Status: Select Completed.
• Download form data?: Select No for this example, which uses envelope metadata.
• Include documents?: Select No; the source documents are not needed.

Test the trigger and select a completed envelope. Check that the result includes the envelope ID, email subject, and status.

See Zapier’s DocuSign setup guide for connection requirements.

Step 2: Add HTML to PDF Converter

Add PDF.co and select HTML to PDF Converter.

Connect your PDF.co account by signing in and authorizing Zapier through OAuth.

Choose Raw HTML code as the input type. Paste this example into HTML or URL Input:

<!DOCTYPE html>
<html>
<head>
  <meta charset="UTF-8">
  <style>
    body {
      font-family: Arial, sans-serif;
      padding: 24px;
      color: #222;
    }
    p { margin-bottom: 12px; }
  </style>
</head>
<body>
  <h1>DocuSign Envelope Summary</h1>
  <p><strong>Envelope ID:</strong> ENVELOPE_ID</p>
  <p><strong>Subject:</strong> ENVELOPE_SUBJECT</p>
  <p><strong>Status:</strong> ENVELOPE_STATUS</p>
</body>
</html>

Replace ENVELOPE_ID, ENVELOPE_SUBJECT, and ENVELOPE_STATUS with the corresponding DocuSign fields using Zapier’s field picker.

Complete the settings:

• HTML Template ID and HTML Template Data: Leave blank.
• Page Orientation: Portrait.
• Page Size: A4.
• Media Type: Print.
• File Name: Map the envelope ID and append .pdf.
• Custom Profiles: Leave blank.

See the HTML to PDF documentation for available options.

Step 3: Test the Generated PDF

Test the PDF.co action and open the returned PDF URL.

Confirm that the envelope details are correct and the formatting is suitable. This creates a new summary PDF; it does not modify the original DocuSign documents.

Step 4: Save the PDF

Add Google Drive’s Upload File action, connect your account, and select a destination folder.

Map the PDF.co output URL to File and set Convert to Document to No.

Test the upload, verify the saved PDF, and publish the Zap.