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Learn how to generate a custom PDF and create a `Docusign` envelope using Python and Django, step-by-step with code examples.
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How to Create a Docusign Envelope with a Custom PDF using Python and Django

Creating a Docusign envelope with a custom PDF can seem daunting, especially if you’re unfamiliar with the Docusign API or the document generation libraries like WeasyPrint. In this guide, we'll walk through the steps necessary to generate a PDF using WeasyPrint and send it to the Docusign API as part of the envelope creation process.

The Problem

You have a requirement to generate a PDF file and send it as part of a Docusign envelope. You're already using Django and the code you've started seems close, but you're encountering a particular error when trying to create the Docusign envelope:

{"errorCode":"INVALID_REQUEST_BODY","message":"The request body is missing or improperly formatted."}

This indicates there are some missing parts or misconfigurations in your envelope definition.

Steps to Solve the Problem

Let’s break down the components you need to ensure your envelope is created correctly and without errors.

Step 1: Generate the PDF Document

Using WeasyPrint, you can generate your PDF as follows:

[[See Video to Reveal this Text or Code Snippet]]

This function takes the document name and context data to render the PDF content and CSS.

It returns a base64 encoded string of the PDF document which is required for the Docusign API.

Step 2: Define the Envelope

Next, create a function that builds the envelope definition. Make sure to include all necessary fields, such as the document ID and the email subject.

Here is an updated envelope definition function:

[[See Video to Reveal this Text or Code Snippet]]

Important Changes:

Ensure the email_subject is added to envelope_definition for the email notification.

Use string identifiers for document_id (like "1" instead of 1).

Remove anchor_x_offset_metadata as it is unnecessary and could contribute to the error.

Step 3: Create the Docusign API Client

Construct your Docusign API client to interact with the Docusign service. This code snippet initializes the client with the required authorization header.

[[See Video to Reveal this Text or Code Snippet]]

Step 4: Create and Send the Docusign Envelope

Finally, invoke the method to create and send your envelope using the Docusign API as shown below:

[[See Video to Reveal this Text or Code Snippet]]

Conclusion

Creating a Docusign envelope with a custom PDF using Python and Django involves generating a PDF with a library like WeasyPrint, defining the envelope accurately, and interacting with the Docusign API properly. Ensure your envelope definition includes all required fields and follows the Docusign API specifications to avoid errors.

If you are still facing issues, double-check the REST API documentation for Docusign or review your code for any discrepancies in data formatting. Happy coding!