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https://github.com/activecampaign/pactmaker
Starter workflow for creating electronically signed PDF agreements.
https://github.com/activecampaign/pactmaker
agreement document-generator express gdpr nodejs pdf-generation pdf-signature
Last synced: about 1 month ago
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Starter workflow for creating electronically signed PDF agreements.
- Host: GitHub
- URL: https://github.com/activecampaign/pactmaker
- Owner: ActiveCampaign
- License: mit
- Created: 2018-02-23T23:10:53.000Z (almost 7 years ago)
- Default Branch: main
- Last Pushed: 2022-06-22T16:07:21.000Z (over 2 years ago)
- Last Synced: 2024-05-19T12:17:02.273Z (7 months ago)
- Topics: agreement, document-generator, express, gdpr, nodejs, pdf-generation, pdf-signature
- Language: EJS
- Homepage:
- Size: 323 KB
- Stars: 134
- Watchers: 20
- Forks: 33
- Open Issues: 2
-
Metadata Files:
- Readme: README.md
- License: license
Awesome Lists containing this project
README
>Starter workflow for creating self-signed PDF agreements. If you’re working on becoming GDPR compliant, we wrote a [quick guide](https://postmarkapp.com/blog/gdpr-get-ready) on how you can get prepared.
[](https://heroku.com/deploy)
PactMaker spins up a website with a form that lets your customers self-sign PDF agreements. After each agreement is signed, it sends an email with a copy of the PDF using [Postmark](https://postmarkapp.com). PactMaker is built with node.js, express, and EJS templating.
## Configuration
Create an environment variable file(`.env`) in the project root with the following variables:
```
POSTMARK_SERVER_TOKEN=''
POSTMARK_FROM_ADDRESS=''
INTERNAL_EMAIL_RECIPIENTS=''
INTERNAL_EMAIL_SUBJECT=''
SIGNEE_EMAIL_SUBJECT=''
TITLE=''
```
#### `POSTMARK_SERVER_TOKEN`
Server tokens can be found under the credentials tab on your Postmark server.
#### `POSTMARK_FROM_ADDRESS`
The email address you want to send the email from. You must verify your domain or create a valid Sender Signature on Postmark.
#### `INTERNAL_EMAIL_RECIPIENTS`
Comma-separated list of email address you want to send the PDF agreement to.
#### `INTERNAL_EMAIL_SUBJECT`
The subject line of the email that gets sent to your team. Available variables: `<%= company %>`, `<%= name %>`, `<%= role %>`, and `<%= email %>`.
#### `SIGNEE_EMAIL_SUBJECT`
The subject line of the email that gets sent to the person who just signed the agreement. Available variables: `<%= company %>`, `<%= name %>`, `<%= role %>`, and `<%= email %>`.
#### `TITLE`
The name of your company or app. This will appear on the page header and footer.
## Get started
Before you get started, make sure you have an environment variable file(see above) and that [Node.js](https://nodejs.org/en/) and [npm](https://www.npmjs.com/get-npm) is installed.
* In terminal, run `npm install`
* Run `npm start` or `heroku local` to run the project locally
* By default, `npm start` uses [port 3000](http://localhost:3000) and `heroku local` uses [port 5000](http://localhost:5000).
## Email templates
The email content for the signee and internal email can be found under [`/emails`](emails). Templates are rendered using [EJS](http://www.embeddedjs.com/). Available variables: `<%= company %>`, `<%= name %>`, `<%= role %>`, and `<%= email %>`.
## Agreement template
The agreement PDF template can be found at [`/views/agreement.ejs`](views/agreement.ejs). PactMaker comes with basic styles for presenting different signatures.
### Autogenerated example agreement
It’s important to let your customers preview the agreement before signing it. PactMaker automatically generates an [example agreement](https://pactmaker.herokuapp.com/example.pdf) at the root URL so that you can link to it. Example values can be found in [examples.json](examples.json).