Customer Success300+ monthly searches

Customer Testimonial Form Template

Turn happy customers into marketing assets — collect quotes, ratings, photos, and permission to publish in a single shareable form.

A customer testimonial form that captures the quote, the context behind it, a star rating, and explicit permission to use the customer's name, photo, and company logo on your site. Send the link after a successful onboarding or renewal, and the responses land in one place your marketing team can actually use.

#testimonial#customer success#reviews#social proof#marketing#case study#feedback
No signup required
AI customizable
✓ Free forever plan✓ Embed on any website✓ GDPR compliant✓ No code required

Why use a customer testimonial form?

Most testimonial requests die in the email reply chain. A customer says nice things on a Zoom call, the CSM promises to "send something over," and three weeks later nobody has a quote, a headshot, or written permission to publish anything. A dedicated testimonial form fixes the part that's actually broken: the handoff. Instead of a back-and-forth thread, the customer gets one link, sees exactly what you're asking for, and submits the quote, their photo, and a signed release in 4 minutes. Marketing gets a clean record. Legal gets the consent on file. The CSM gets to stop chasing. It also raises the quality of what comes back. When you ask "what was your biggest result?" with a specific prompt rather than an open "got any feedback?" you get answers like "cut onboarding from 3 weeks to 4 days" instead of "they're great to work with." That's the difference between a quote that goes on the homepage and one that goes nowhere.

What's included in this template

15 fields — customize any field or add new ones with AI.

Short textFull name✱
Short textJob title✱
Short textCompany✱
EmailWork email✱
DropdownHow long have you been a customer?
Rating scaleOverall rating✱
Long textIn one sentence, what result did you get from using us?✱
Long textTell us the story — what was the problem before, and what changed?✱
Long textWhat would you say to someone considering us?
File uploadUpload a headshot (optional)
File uploadCompany logo (optional)
Multiple choiceMay we publish your name, photo, and quote on our website and marketing materials?✱
CheckboxesMay we share this on LinkedIn and tag you?
SignatureSignature✱
DateDate✱

Need different fields?

Tell the AI what to change — "add a budget dropdown" or "remove phone number" — and it edits the form instantly. Every field type above can be added, removed, or relabeled through the chat interface.

Key features of this customer testimonial form template

Everything you need to launch this form in minutes, share it with your team, and collect submissions reliably.

1

Built-in consent capture

A signature field and explicit permission checkboxes give your marketing and legal teams a paper trail before anything gets published.

2

Star rating + written story

The form combines a quick rating with two guided prompts — "what changed" and "what you'd say to a peer" — so the quotes you collect are actually usable.

3

Headshot and logo upload

Customers attach the photo and brand logo in the same step as the quote, so you don't have to chase image assets in a separate email.

4

Slack alerts to marketing

Pipe new testimonials straight to a #testimonials channel so the content team sees them within minutes, not at the end of the quarter.

5

Auto-sync to a quote library

Push every submission to a Google Sheet or Notion database that doubles as your searchable testimonial library.

6

Mobile-friendly out of the box

Most customers reply from their phone. The form, the signature pad, and the file upload all work on a 5-inch screen.

Perfect for

Customer success managers collecting renewal-time quotes, marketing teams building case studies, founders gathering social proof before a launch, SaaS account executives sourcing logos for the homepage, agency owners requesting reviews after a project wraps, community managers running a customer-of-the-month feature, and PR teams gathering quotes for press releases.

How to use this template

1

Open the template

Click "Use this template free." Flexform loads the form instantly — no account needed to preview.

2

Customize with AI

Type what you want to change in the chat: fields to add or remove, rename labels, change field types, or rearrange pages.

3

Connect & publish

Link to Slack or Google Sheets with one click, then embed on your site or share the link.

Ways to use this template

Renewal-time quote collection

CSMs send the form alongside the renewal confirmation, while the customer is in the highest-trust moment of the year. Response rates are roughly 3x what you get from a cold "got feedback?" email six months later.

Case study sourcing

Use the long-form "what was the problem before, what changed" prompts to identify customers worth interviewing for a full case study. The form itself becomes the pre-interview brief.

Homepage logo wall

The logo upload + explicit permission to publish gives your designer everything they need to refresh the homepage without a separate legal review for each customer.

Product launch social proof

Send the form to your top 20 beta users two weeks before launch. By launch day you have rated quotes, headshots, and LinkedIn opt-ins ready for the announcement post.

Agency project wrap-up

Trigger the form automatically when a project moves to "completed" in your PM tool. The signature field doubles as the sign-off your finance team needs.

Customer-of-the-month feature

Community managers rotate through the submissions in their Notion database and pick a customer to highlight each month — quote, photo, and permission all pre-attached.

Workflow integrations

Connect this form to your existing tools with no middleware. Every submission triggers your workflow automatically.

SlackGoogle SheetsHubSpotNotion
⚡

Real-time sync

Data appears in your CRM or spreadsheet within 1–2 seconds of submission — no cron jobs, no delays.

🔀

Conditional routing

Route submissions to different Slack channels, HubSpot pipelines, or Airtable bases based on field values.

🔁

Two-way data flow

Pre-fill form fields with CRM data for returning visitors. Update existing records instead of creating duplicates.

Why choose Flexform?

The testimonial form templates floating around the internet are mostly Google Docs with five questions and no consent field. That's fine until your CMO asks "do we actually have permission to use this person's face on the homepage?" and nobody can find the email thread. FlexForm starts you with a form that already includes the signature, the publication permission, the LinkedIn-tag opt-in, and the file uploads — and then lets you reshape it in plain English. Type "add a question asking which of our features they used most" or "remove the LinkedIn question, we don't use it" into the AI editor and the form updates without you touching any settings. When a customer submits, a Slack message hits your marketing channel and a row appears in Google Sheets or a HubSpot contact note, so the people who turn quotes into content actually see them. You can share it as a link in a renewal email, embed it on your customer portal, or drop it into a native mobile app using our Kotlin Multiplatform SDK for Android and iOS. There's a free forever plan, so a small team can collect their first 10 testimonials without paying anything — and the data and consent records are yours to keep.
One link, share anywhere
Native iOS & Android SDK
Free forever plan

Frequently asked questions

Is this template free?

Yes. The customer testimonial form template is free on FlexForm's forever-free plan. You can publish it, share the link, and collect up to the plan's monthly submission limit without entering a card.

How do I make sure I have permission to publish what customers submit?

The form includes a required radio question asking for publication permission and a separate checkbox for LinkedIn tagging, plus a signature field and a date. Together those three pieces give your marketing and legal teams the consent record they need before anything goes on the site.

Can I change the questions to match my product?

Yes — and you don't need to rebuild the form. Open the AI editor and describe the change in plain English ("ask which pricing tier they're on" or "drop the rating question"), and the form updates. Most teams customize this template in under 5 minutes.

Where do the submissions go?

Every response is stored in your FlexForm dashboard. From there you can pipe submissions to Slack so marketing sees new quotes in real time, sync to Google Sheets or Notion for a searchable quote library, or push contacts into HubSpot.

Can customers upload a photo from their phone?

Yes. The file upload fields work on iOS and Android browsers, and the form layout adapts to small screens. Most testimonials we see are submitted on mobile within a day of the request email going out.

Can I embed this in our customer portal or mobile app?

You can embed the share link in any web page with an iframe, or use our Kotlin Multiplatform SDK to render the form natively inside an Android or iOS app — useful if your portal is a mobile product and you want testimonials inline rather than via a browser redirect.

What happens if someone says no to the publication permission?

Their submission still arrives in your dashboard, but it's flagged as private. The Slack notification and Sheets row both include the permission answer, so your marketing team knows at a glance which quotes they can use publicly.

Can I send the form automatically when a customer renews?

Yes. Connect FlexForm to your CRM via the HubSpot integration or a webhook from your subscription tool, and trigger the testimonial request as part of your renewal workflow. The customer gets the email within minutes of confirming.

Related templates

Use this customer testimonial form template free

Open the template, customize with AI, connect your tools, and publish — in under 5 minutes.

No signup required · Free forever plan