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DigiSign - Create PDF, Word, Excel Documents
DigiSign can connect with Documentero to automate the flow of signed documents. When an envelope is completed or its status changes in DigiSign, Documentero can generate custom .docx, .pdf, or .xlsx files based on predefined templates. This makes it easy to create finalized agreements, reports, or records immediately after signatures are collected. The integration works through API or Make, giving teams flexibility in how they set up their workflows.
DigiSign
Documentero
Triggers
Watch Completed Envelopes — Triggers when an envelope gets a completed status.
Watch Events — Trigger when an envelope status is changed.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from DigiSign using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from DigiSign using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from completed DigiSign envelopes
Create Excel reports when DigiSign envelope status changes
Export signed DigiSign documents into standardized Word templates
Generate client welcome kits after DigiSign forms are completed
Produce audit-ready compliance logs from DigiSign events
Automatically create financial approval summaries from signed DigiSign files
Generate HR onboarding checklists after DigiSign signatures are collected
Create project agreement documents when DigiSign contracts are finalized
Export DigiSign signature data into formatted Excel sheets
Generate legal record copies from completed DigiSign envelopes
How you can use DigiSign + Documentero
Generate signed contracts
Automatically create a PDF contract in Documentero once a DigiSign envelope is marked as completed.
Produce compliance reports
Trigger Documentero to generate an .xlsx compliance log when DigiSign detects a status change in an envelope.
Archive signed agreements
Use Documentero to generate a standardized .docx version of every completed DigiSign document for record-keeping.
Client onboarding packets
When a client finishes signing onboarding forms in DigiSign, Documentero generates a personalized welcome packet in PDF.
Financial approval records
After financial documents are signed in DigiSign, Documentero creates a summary report in Excel for accounting records.
Setup Guides
Make Tutorial: Integrate DigiSign with Documentero
- Create a new scenario in Make.
- Add DigiSign to the scenario and choose one of the triggers (Watch Completed Envelopes, Watch Events). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the DigiSign trigger.
- Run or schedule your scenario and verify the output.
