
Visual-iD
February 16, 2026Extendify
Take control of placement changes
extensions, rate changes and credit notes in one click.
Extensions, Rate Changes & Amendments
Manage placement changes directly in Salesforce. Create extensions, rate changes, credit notes, and early terminations from a single workflow - with approvals, audit history, and financial accuracy built in.
Eliminate manual admin, reduce errors, and maintain full visibility across the placement lifecycle. Extendify ensures every change is consistent, approved, and reflected accurately in downstream records, reporting, and finance processes.
Features list
Extendify is designed to eliminate manual work, reduce risk, and create complete visibility across every placement action. Every extension, rate change, termination, and credit is automatically linked to the original master placement, creating a single source of truth. This structured relationship model ensures clean reporting, accurate revenue tracking, and full historical traceability — without duplicate records or fragmented data.
Financial precision is built in. Deal value fields dynamically reflect changes, allowing consultants and finance teams to clearly understand the commercial impact of each amendment. This supports improved forecasting, margin protection, and simplified reconciliation processes. Governance is equally robust. Configurable approval workflows allow organisations to control sensitive changes such as rate increases, early terminations, or credit creation, while still maintaining consultant agility. Audit trails ensure accountability and compliance at every step. Operationally, Extendify reduces friction. Actions are executed in a guided, intuitive flow — eliminating the need to recreate placements manually. Did-Not-Start scenarios are handled cleanly, protecting reporting accuracy and ensuring pipeline metrics remain reliable.
The result is a structured, scalable placement management framework that improves speed, strengthens financial control, and delivers complete lifecycle transparency.
Your subscription begins once Extendify is installed into your Sandbox environment. From there, we work in partnership with your team to configure the standard version of Extendify in line with best practice and your existing Salesforce setup. As part of this process, we ensure your key data fields are correctly aligned so placement extensions, rate changes, credits, early terminations, and did-not-start scenarios operate smoothly within your current structure. Our focus is on delivering a seamless fit with your reporting, financial tracking, and operational workflows.
Where enhancements are requested to tailor Extendify more closely to your specific internal processes, these can be scoped and delivered collaboratively. Any additional development outside the standard configuration would be agreed in advance. Ongoing support for extended functionality will be aligned to your selected support package.
A typical implementation timeline from Sandbox installation through to Production deployment is approximately 2–4 weeks, depending on availability for testing and sign-off.
The implementation scope includes:
• Installation into a Sandbox environment
• Configuration and internal testing by our team
• Project management oversight
• User acceptance testing (UAT) by your team
• Formal sign-off
• Train-the-trainer session for up to three users
• Deployment into Production
• Post-deployment validation and initial support
If deployment into additional Sandbox environments is required, we are happy to accommodate this and will agree scope and approach in advance.
Extendify – Placement Management
Extendify extends Salesforce and Bullhorn workflows with configurable actions, automation hooks, and modular enhancements — without heavy custom development. It empowers your team to introduce new automation, streamline complex processes, and deploy scalable workflow extensions with minimal technical debt.
All pricing below is based on a 12-month minimum term. Discounts are available for longer-term agreements or multi-product bundles.
| Package | User Range | Monthly Cost | Commitment (12 Months) |
|---|---|---|---|
| Core | 10–30 Users | £300.00 | £3,600.00 |
| Growth | 31–100 Users | £600.00 | £7,200.00 |
| Enterprise | 101–500 Users | £1,000.00 | £12,000.00 |
| Enterprise Plus | 501+ Users | £2,000.00 | £24,000.00 |
For enterprise-scale implementations requiring tailored architecture, white-label configuration, or multi-org rollout, please contact us for a bespoke commercial proposal.
Support is provided in accordance with our standard Terms and Conditions and includes our defined Service Level Agreements (SLAs). All response times, resolution targets, and support coverage levels are governed by these agreed service standards.
1. How long does implementation take?
A typical implementation takes 2–4 weeks from Sandbox installation through to Production deployment, depending on complexity and availability during UAT.
2. When do commercials begin?
Commercial terms begin from the date Extendify is installed into your Sandbox environment.
3. Does Extendify replace our existing placement process?
No. Extendify enhances and structures your placement lifecycle by introducing controlled, linked actions such as extensions, rate changes, credits, and terminations — without disrupting your core data model.
4. Are extensions and rate changes linked to the original placement?
Yes. All placement extensions, rate changes, credits, and early terminations are automatically linked to the master placement, providing complete visibility in one place.
5. Can approval workflows be configured?
Yes. Approval processes can be configured to align with your governance requirements, including rate increases, credits, or early terminations.
6. What happens if we need custom functionality?
Enhancements beyond the standard configuration can be scoped and agreed in advance. Ongoing support for extended functionality will align with your selected support package.
7. Is training included?
Yes. A train-the-trainer session for up to three users is included as part of the standard implementation.
8. What environments are included in the install?
The standard scope includes installation into one Sandbox environment and deployment into Production. Additional Sandbox deployments can be arranged if required.
9. How does Extendify support finance and reporting?
Extendify maintains structured relationships between master placements and related actions, ensuring accurate deal values, clean reporting, and full audit visibility.
10. What support is provided post go-live?
Support is delivered in line with our Terms and Conditions and defined SLAs, covering agreed response and resolution standards.







