1
Identify both parties with legal names
Enter the grantor's full legal name and address, and the grantee's registered business name, entity type, and principal place of business. For corporate grantees, confirm the entity name matches your registration.
π‘ Ask the grantor to provide their name exactly as it appears on government-issued ID β mismatches cause enforceability questions if the agreement is ever challenged.
2
Reproduce the exact quote or statement verbatim
Paste the full, unedited text of the quote or personal statement into the designated clause. If the statement was made verbally, transcribe it accurately and have the grantor review and confirm the transcription.
π‘ Attach a separate Exhibit A with the verbatim text if the statement is longer than two paragraphs β keeping it in an exhibit makes the body clause cleaner and amendment easier.
3
Define the scope and channels of use
List every medium, platform, and format where you intend to use the quote β website, print brochures, paid social ads, email newsletters, broadcast. Do not default to 'all media' unless you genuinely need it.
π‘ Narrowing the scope to only what you actually need makes the grantor more likely to sign without pushback and reduces future revocation risk.
4
Set the attribution format
Specify the exact credit line β name, title, organization β the grantee will use whenever the quote is published. Confirm with the grantor whether they want their full name, initials, or 'anonymous.'
π‘ Get attribution approval in writing as part of this agreement β verbal attribution preferences are commonly disputed after publication.
5
State the compensation or consideration
Enter what the grantee is providing in exchange: a dollar amount, a complimentary copy, a product, or nominal consideration (e.g., $1.00). Ensure the consideration is something of genuine value, even if symbolic.
π‘ Even for unpaid testimonials, include a nominal $1.00 consideration clause β it converts the permission from a revocable license into a binding contract in most common-law jurisdictions.
6
Set the license duration and revocation terms
Choose between a perpetual license and a defined term. If perpetual, include a revocation clause with a reasonable notice period (typically 30 days) and specify that existing published materials need not be recalled.
π‘ For advertising campaigns with defined run dates, use a fixed term matching the campaign window rather than perpetual β this reduces the grantor's hesitation and limits your compliance obligations at campaign end.
7
Add modification and context restrictions
State explicitly whether you may edit the quote for length or grammar, and confirm that use must not distort its original meaning. Require written approval for any substantive editing.
π‘ Courts have found that significantly altering a quote without the grantor's knowledge can give rise to defamation or false-light privacy claims β a clear modification clause is your first line of defense.
8
Execute before publishing
Both parties must sign and date the agreement before the quote appears in any published material. Store the executed copy in a location accessible to your marketing and legal teams.
π‘ Use a timestamped e-signature tool so you have auditable proof of when consent was obtained β this is especially important if the quote is used in regulated advertising such as financial services or healthcare.