Gift Certificate Template

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Gift Certificate Template

A Gift Certificate Template is a predesigned document that businesses use to create gift certificates for their customers. It includes fields for the recipient’s name, the issuer’s name, the value of the certificate, and a unique certificate number. This template serves as a base structure, allowing businesses to efficiently produce personalized gift certificates that look professional and consistent with their branding.

Our template streamlines the process of issuing gift certificates, making it easy for businesses to offer their customers a flexible and attractive gift option. By using this form, businesses can ensure all gift certificates they issue are uniform in appearance and comply with any legal or company-specific requirements, such as expiration dates and terms of use.

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How to Fill Out the Template

Suppose you work in a store or place that renders services (like a beauty salon). Suddenly, you run out of your company’s branded gift cards or certificates. A potential client comes in, and they want to purchase one. There is still something you can do: it is extremely easy to create a gift certificate template.

The process will literally take a couple of minutes. Here are brief and helpful instructions step-by-step.

  • Find the Template

This one is easy: we have developed an easy-to-use form-building software so you can easily get any template you need. Download the form in just a moment using our technologies. You can use the template even if your printer does not work with colored ink: it is all black and white.

Additionally, this template can be used to make personalized certificates: you may add the entity’s logo and print numerous copies out. This will add some protection from fraud.

  • Date the Certificate

You have to add both the current date and the date when the certificate will expire. Write the dates in designated blank lines.

step 2 date the certificate filling out a gift certificate template

  • Add the Receiver’s Name

Write the name of the one who will receive the certificate as a gift.

step 3 add the receiver’s name filling out a gift certificate template

  • Indicate What the Receiver Gets

Then, you can specify what products or services can be paid for in your store with this certificate. Sometimes customers want to narrow possible purchases down to one or two categories: it depends on the place where the certificate is bought. If there are no limits, you may write general words like “goods” or “services.”

step 4 indicate what the receiver gets filling out a gift certificate template

  • Define the Value

This is a crucial part: you have to state the exact amount in US dollars that the receiver will be able to spend in your place.

If you create a certificate for a client who buys it, they will specify the amount and pay. When companies conduct marketing campaigns and issue certificates to their loyal customers or new clients, they determine the sum based on their marketing budgets.

step 5 define the value filling out a gift certificate template

  • Insert the Giver’s Name

Below, you should write the name of the gift giver (normally the one who is buying the certificate from you).

step 6 insert the giver’s name filling out a gift certificate template

  • Sign the Certificate

If your colleagues work on the day when the receiver comes by, they should have a way to identify that the certificate was issued by you and it is not a fraud. That is why your signature as an employee is vital in such certificates. Otherwise, your co-workers may refuse to render services or sell things, the customer’s mood may be spoiled, and your entity may then suffer from negative reviews.

step 7 sign the certificate filling out a gift certificate template