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Contract Request Form
This form is only used by Xtend's employees.
1
Basics
2
Pricing
3
CU 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 Name
CU Name
*
CU Number/ID
*
Please enter a number from
0
to
9999
.
Setup Fees
Enter any setup fees.
Ongoing Base Fees
*
Any ongoing fees, such as annual, quarterly, monthly, or any other base fees.
Per-item Fees
Any ongoing variable per-item fees, such as per email, per call, per transaction, etc.
Pricing Notes
If 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 CEO
CU 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 / Webinar
How did this order start?
*
Explain in detail how this order was started.
Name of Person Signing (if different than CEO)
Home
About Xtend
Pricing Guide
Resources
Careers
Products & Services
Contact Center
Communications
Data Analytics
Backoffice Services
Shared Branching
Deposit and Loan Participation
Events
Upcoming Events
2026 Annual Conference
Contact
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