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Client Testimonial Document Template

A format for gathering and showcasing customer testimonials effectively.

Client Testimonial

Purpose

This document collects and presents client testimonials in a consistent and professional format. It is intended for use in marketing materials such as websites, brochures, and social media. Testimonials help build trust and credibility for your business by showcasing authentic feedback from satisfied clients.

Client Information

Client Name: {clientName}

Company: {company}

Position/Title: {position}

Location: {location}

Testimonial Content

“{testimonialText}”

{#photos}

Photo {caption}:

{%photo}

{/photos}

Rating

Overall Rating: {rating}/5

Key Highlights

The client highlighted the following areas as especially positive:

{#highlights}

  • {item}

{/highlights}

Detailed Feedback

Category Feedback
{#feedbackDetails}{category}{comment}{/feedbackDetails}

Permission to Use

{#permissionGranted}This client has granted permission to use this testimonial publicly.{/permissionGranted}

{^permissionGranted}This client has not granted permission to use this testimonial publicly.{/permissionGranted}

Additional Comments

{#additionalComments}

{comments}

{/additionalComments}


This testimonial was gathered on {dateCollected} by {collectorName} from the {teamName} team.

This document template includes dynamic placeholders for automated document generation with Documentero.com. Word Template - Free download

Download Word Template (.DOCX)
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Customize Template

Download the Client Testimonial template in .DOCX format. Customize it to suit your needs using your preferred editor (Word, Google Docs...).

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Upload & Configure

Upload the template to Documentero - Document Generation Service, then map and configure template fields for your automated workflow.

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Generate Documents

Populate templates with your data and generate Word (DOCX) or PDF documents using data collected from shareable web Forms, APIs, or Integrations.

Use Cases

Automate Client Testimonial Using Forms

collect customer testimonials via branded web form
share testimonial collection form after service completion
gather client feedback for case studies using online form
embed testimonial intake form on website contact page
capture video testimonials using form with media upload

Generate Client Testimonial Using APIs

auto-generate client testimonial document from CRM data
trigger testimonial creation from user review submission via API
generate customer feedback summary via REST API
push testimonial data from mobile app to generate PDF
create testimonial documents at scale via custom API integration

Integrations / Automations

generate testimonial PDF when review is submitted in Google Forms via Zapier
auto-create testimonial document from HubSpot deal update
send client testimonial to Google Drive when approved in Trello
auto-generate client testimonial from Typeform via Make
create and email testimonial document when new row added in Airtable

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