How to Create a Client Agreement

Creating a Client Agreement is essential for optimizing and digitizing your workflow. It helps you track data, monitor client development, and allows colleagues to collaborate effectively on shared clients.

Here’s how to create one in just a few steps:

Start by Clicking “+ New Agreement”

In the Client Agreements overview, click the + New Agreement button in the top right corner.
(See image below for reference.)

Step-by-Step Guide to Creating a Client Agreement

1️⃣ Select a Customer

Start by selecting the customer for the agreement from the dropdown.

📌 Tip: If the customer isn’t listed, go to Companies and create the company first.

2️⃣ Choose Agreement Type

You’ll now select the type of agreement you want to create:

Framework Agreement

Used when you have predefined pricing with a client. You can choose between:

• Fixed Pricing – A maximum set price

• Interval – A specific price range

• Free Pricing – No price restrictions

Dynamic Pricing

Use this when there’s no predefined pricing with the client.

3️⃣ Fill Out Agreement Information

• Agreement Name (required) – This name will appear in your overview.

• Agreement Number (optional) – For internal reference if needed.

4️⃣ Assign an Agreement Owner

By default, you're the owner of the agreement.

If you're not the owner:

• Select No

• Choose the correct owner from the dropdown.

📌 Note: If the owner isn’t listed, create them under Companies (as a supplier or company).

5️⃣ Set Agreement Dates

Define:

• Start and end date of the agreement

• Any potential extension period

✅ These dates help you stay ahead of upcoming renewals and price changes.

6️⃣ Add Subareas (Framework Agreements Only)

If you chose a Framework Agreement, you can now create Subareas to structure your pricing categories.

Just give each subarea a name, and optionally assign them numbers by clicking the ✏️ icon.
This helps if only specific subareas apply to your agreement.

7️⃣ Review & Create the Agreement

Check that all details are correct, then click Create Agreement.

🚨 Important: The agreement is now saved in Draft mode.

To activate:

1. Open the agreement

2. Click Activate

📌 Framework Agreements only: Don’t forget to enable prices after activation. [Read more about that here →]

✅ Key Benefits of Client Agreements in Flextribe

• A structured way to manage client setups

• Clear collaboration between team members

• Support for pricing models and renewals

• Foundation for tracking client development over time

Need help with pricing setup or enabling subareas? Click here to learn more