Claude-native · No transaction fees
Open every proposal in one place.
Planar is the Claude-native deal surface. Draft your proposal, SOW, engagement letter, or estimate in Claude. Open it as a live URL with signature, payment, and scheduling embedded on the same page. Send one link instead of an email-with-PDF-and-separate-Stripe-invoice.
No credit card required. Founder plan: $29/month for 12 months on Pro features for the first 100 customers.
How it works
From draft to deployed in under a minute.
- 01
Install
Add Planar as a custom connector in Claude. Settings → Customize → Connectors → Add custom connector. Paste the URL and your workspace API key. Three steps, no config files.
- 02
Draft
Tell Claude what the proposal is. The Planar Skill knows the structure, the terminology for your vertical, and the pricing patterns you actually use. Preview live in an Artifact.
- 03
Open
One MCP call opens the Planar to a live URL. Recipient gets a link in any browser, on any device, with signature, payment, and scheduling embedded. Sender sees everything that happens after.
What you get
The whole post-draft workflow on one URL.
Native click-to-sign
Inline signatures with a deterministic, audit-grade signed PDF. DocuSign and Dropbox Sign also embedded for jurisdictions that require external envelopes.
Stripe-routed payments
Recipients pay the deposit on the same page. Planar charges $0 in platform transaction fees. Stripe's standard processing rates apply.
Embedded scheduling
Cal.com or Google Calendar embedded directly in the page. Kickoff lands on the calendar the moment the deal closes.
Versioned by default
Re-open the same URL with a new version. Recipients see a diff banner. The audit trail captures everything.
Engagement analytics
See which sections the prospect read, how long they spent, and which buttons they clicked. Know when to follow up.
Custom domain & branding
Pro and Studio tiers include a custom domain (proposals.yourbusiness.com), logo, and color overrides. Your brand, not ours.
Find your business
Are you an AI implementation firm? Designer? Accountant? Pick yours.
The product is the same; the terminology, pricing patterns, and sample Planars are tuned per vertical.
- AI implementation firmsEngagement software for ai implementation firms
- Design & marketing agenciesProposal software for design and marketing agencies
- Accountants & bookkeepersEngagement letter software for accountants and bookkeepers
- IT consultants & MSPsSOW software for it consultants and managed service providers
- Trades (HVAC, plumbing, electrical)Estimate software for trades contractors
- Event plannersProposal software for event planners
- Real estate agentsListing agreement software for real estate agents
- AttorneysEngagement letter software for attorneys
Pricing
Per workspace. Not per seat. No transaction fees.
Plus
$29/mo
$23/mo billed annually
Solo consultants, freelancers, AI-implementation independents.
- Up to 10 Planars/month
- Native click-to-sign + 1 external provider
- Stripe Connect payments
- Subdomain on openplanar.com
Pro
$79/mo
$63/mo billed annually
Established service businesses, AI implementation firms, agencies up to ~5 people.
- Unlimited Planars
- DocuSign + Dropbox Sign + native
- Custom domain & branding
- 12-month engagement analytics
Studio
$199/mo
$159/mo billed annually
Higher-touch firms, larger teams, regulated industries.
- Everything in Pro
- Multi-user team accounts
- Audit logs for compliance
- Priority phone/chat support
14-day free trial, no credit card. See full pricing.
Built for the Claude ecosystem
Planar is built as a first-class Claude Custom Connector, with a companion Planar Skill in the Anthropic Skill directory and an Artifact-native draft preview. Senders spend their day in Claude — the proposal layer should live there too.
Customer testimonials coming as the founding-customer cohort opens.
Open your first Planar today.
14-day free trial, no credit card. Add Planar as a custom connector in Claude and have your first proposal live in under sixty seconds.