Contract Request Form This form is only used by Xtend's employees. 1Basics2Pricing3CU Details Name*Employee's First & Last Name requesting this contract.Email*Please enter your Xtend email. Ticket # (if applicable):Please enter the relevant Zendesk ticket number.Product/Service/Contract requested*Please enter the product/service/contract details, including any relevant info such as packages.Are there any other employees who should see this contract?* Yes No What is the employee's name?Employee's First & Last NameCU Name*CU Number/ID*Please enter a number from 0 to 9999. Setup FeesEnter any setup fees.Ongoing Base Fees*Any ongoing fees, such as annual, quarterly, monthly, or any other base fees.Per-item FeesAny ongoing variable per-item fees, such as per email, per call, per transaction, etc.Pricing NotesIf there are any discounts, promotional rates, exceptions, etc, please include them here.Is this a Scholarship Request?* Yes No Is this a Discount Rate?* Yes No CU CEO*First & Last Name of Credit Union CEOCU Contact Name*First & Last Name of our primary contact at the Credit Union for this order.CU Contact Phone Number*CU Contact Email Address* Other CU Contacts*Are there any other contacts at the CU involved with this order? Yes No Other CU Contact Details*Please list names and any relevant contact info about the other CU contacts.How did this order begin?* The CU reached out to us We reached out to the CU Conversion Related The CU placed an order online Marketing / Promotion Cross Selling Conversation Event / Webinar Other How did they hear about Xtend?*Webinar, Client News Email, Social Post, a Partner etc.What made you reach out to the CU?*Did they contact us with interested in the past? Do they not have our service or product? Explain below.What Marketing / Promotion started this order?*Explain in detail on the marketing and promotion that started this order. What Event / Webinar started this order?*Name of Event / WebinarHow did this order start?*Explain in detail how this order was started.Name of Person Signing (if different than CEO)
