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PDF protocol generation

Professional PDF output in your company design. Logo, colors, stamp - exactly as you want it. Client and technician sign directly on the screen and the signature is part of the PDF.

Deratix PDF protocol generation — desktop application screenshot showing the feature in action
Deratix PDF protocol generation — mobile app view with touch-optimized interface
Download sample protocol (PDF)

Features

Company Branding

Logo, colors and stamp — PDF matches your company identity exactly

Signatures in Document

Client and technician sign on screen and signatures are automatically embedded in the PDF

Configurable Sections

Sections disabled in the form don't appear in the PDF — output matches your company settings

Automatic Numbering

Each protocol has a unique number, revisions are marked in the filename

Preview in App

View the PDF without downloading, directly in the browser

Real-world examples

A professional document on the spot

Once the protocol is filled in and signed, a PDF is generated immediately in your company design. Logo in the header, colors matching your identity, stamp — the client receives a document that looks professional and represents your company.

Everything in one PDF

The protocol contains complete information about the service including photos, deficiencies found, recommendations and signatures. Client and technician have everything in one place — no need to search for attachments.

Send to the client

Attach the PDF to an email and send it directly from the app. Or the client finds it in their portal. The document is also stored in the archive where you can find it any time by protocol number.

  • Automatic protocol numbering (PROTOCOL-YYYY-######)
  • Client and technician signatures embedded in the PDF
  • Revisions marked in the filename (rev1, rev2...)
  • PDF preview directly in the app

Blog

Protocols can be corrected, reviewed, and revised — anytime after submission
New features
v0.60.0

Protocols can be corrected, reviewed, and revised — anytime after submission

A submitted protocol doesn't have to be final. A manager can reopen it, return it to the technician for corrections, or review it before it reaches the client. Each of these options can be enabled based on what the company actually needs.

March 27, 2026 6 min
A digital protocol for the entire service intervention
New features
v0.51.0 v0.58.3 +1 more

A digital protocol for the entire service intervention

Client, site, materials used, photo documentation, signatures, and final delivery all stay in a single record. Technicians no longer need to piece together the result from notes, attachments, and manually tracked data.

January 9, 2026 7 min
Photo documentation with location, descriptions, and ordering
New features
v0.41.0 v0.8.0 +1 more

Photo documentation with location, descriptions, and ordering

Field photos stay attached to the protocol, complete with descriptions, ordering, and placement in the PDF. Technicians don't have to shoot photos into a separate gallery, and the office doesn't have to sort them later from emails and shared folders.

December 13, 2025 6 min

Documentation

Protocol Detail

Changelog

v0.60.0 Protocol Reopening & Revisions

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