Case Study Permission
Sales
Collect an approved quote, logo rules, and an authorized signature before a customer story goes live.
A case study that ships with an unsanctioned quote becomes a takedown. This template collects the approved wording, logo rules, and a signature that attests the signer can publish — not a volunteer form, and not a general contact note.
Who it is for
Customer marketing and founders who still chase quote approval over email.
When to use it
Send it with the final draft. Sales Referral is them sending you a lead. Partnership Inquiry is a commercial collaboration. Contact Us is too generic. Customer Feedback is a score, not a publication right.
What this form collects
Signer identity, company, optional title, logo-usage radio, the exact approved quote, an optional draft reference, and a required authorized signature with a publication attestation.
- B2B story approval before a launch post
- Logo-wall permission for a conference booth
- Quote lock for an analyst or press mention
Preview mode: This is a live read-only render of the template. Sign up to clone it into your account, or customize it with the guest AI builder first.
Case Study Permission
Frequently asked questions
Is the signature a legal release?
It is an electronic signature plus a publication attestation. Whether that is enough in your jurisdiction is a question for counsel — the template is not a media-release opinion.
Can they attach a marked-up PDF?
Add a file field after you clone it if legal still works in comments. The quote box should still hold the sentences you will actually print.
What if they want anonymity?
The logo radio includes an anonymous option. Keep the quote; drop the name on your side when you publish.
Related templates
Nearby GRTforms templates for the same job or the next step after this one.
Sales Referral
Take a warm referral with the prospect’s details, how you may introduce yourselves, and why there is a fit.
Partnership Inquiry
Qualify inbound partnership ideas with company fit, audience overlap, and a concrete next step.
Contact Us
Simple contact form for general inquiries with name, email, and message fields.
Customer Feedback Survey
Gather customer feedback with a star rating and open-ended comments.
Lead Gen / Quote Request
Qualify inbound leads with company details, budget, and project scope.