Proposal software for AI implementation firms

Pricing patterns

Every pricing model you actually use

Planar supports the pricing patterns AI implementation firms actually use — fixed-fee, retainer, hourly, value-based, milestone-based — without forcing one into the shape of another.

• Fixed-fee engagement

  Scoped AI implementation work with a defined deliverable — workflow automation, custom Claude integration, agent build.

  $15K–$80K

• Phased engagement with milestone payments

  Discovery, build, and deployment phases each gated by a milestone payment — typically 30/30/40 or 50/0/50.

  $45K–$250K total

• Monthly retainer with deployment scopes

  Recurring engagement with an upfront audit and ongoing implementation work billed against a monthly cap.

  $8K–$25K/mo

• Value-based AI ROI engagement

  Fee tied to a measured efficiency or revenue outcome from the deployed workflow.

  $25K base + outcome share

Works alongside the tools you already use

Pairs cleanly with your existing stack.

Planar handles the proposal-to-deposit slice. Where it overlaps with AI implementation firms-adjacent tools — HubSpot, Notion, Pipedrive, Linear, PandaDoc, Qwilr, Proposify, DocuSign — Planar specializes in the deal surface and lets the rest of your stack do what it already does.

FAQ

Common questions from AI implementation firms.

What is Planar?

Planar is a Claude-native deal surface for AI implementation firms. You draft your engagement in Claude using a Custom Connector, then open it as a live URL with signature, payment, and scheduling embedded on the same page. Planar replaces the workflow of exporting to PDF, attaching to email, sending a separate Stripe invoice, and managing e-signature in a fourth tool.

How much does Planar cost?

Planar has three tiers, billed per workspace (not per seat): Plus at $29/month ($23/month annual), Pro at $79/month ($63/month annual), and Studio at $199/month ($159/month annual). The Founder plan offers $29/month for 12 months on Pro features for the first 100 customers. A 14-day free trial is available without a credit card.

Does Planar charge transaction fees on customer payments?

No. Planar charges $0 in platform transaction fees on customer payments routed through Stripe Connect. Stripe's standard processing fees (2.9% + $0.30 in the US) still apply, but Planar takes no additional cut. This is verifiable by comparison: Ignition charges 1% + $0.30 per transaction on top of Stripe; Qwilr layers its own app fee; PandaDoc, Proposify, HoneyBook, and Better Proposals charge nothing extra (and neither does Planar).

How does Planar compare to HubSpot?

HubSpot is a well-established option in this category and continues to work for many AI implementation firms. Planar's differentiation is fourfold: (1) drafting happens inside Claude, not in a Word-like editor; (2) recipients see a live HTML page rather than a PDF, with signature, payment, and scheduling embedded; (3) zero platform transaction fees on customer payments; (4) per-workspace pricing instead of per-seat, which keeps cost flat as the team grows. Where HubSpot fits an existing workflow better, the two can coexist — Planar handles the proposal/engagement slice while HubSpot handles whatever else it's already doing in the stack.

Do I need to use Claude to use Planar?

Planar is designed for Claude-native drafting and works best when installed as a Custom Connector in Claude. For users not yet using Claude, the dashboard at app.openplanar.com includes a web-based markdown draft form that produces the same Planar — same deal surface, same integrations, same engagement tracking. The web form is the floor; Claude-native drafting is the deeper experience.

Does Planar replace DocuSign?

Planar can replace external e-sign tools for inline agreements via native click-to-sign, which produces a deterministic signed PDF for the audit trail. For clients or jurisdictions that require an external e-sign envelope, Planar embeds DocuSign and Dropbox Sign as first-class providers on the Pro tier. You don't have to choose — you can offer both on the same Planar.

Can I use my own domain?

Yes. Planar Pro and Studio include custom domain support, so your Planars live at proposals.yourbusiness.com instead of a generic vendor URL. Plus customers use a subdomain on openplanar.com (e.g., yourbusiness.openplanar.com).

Is the recipient required to create an account?

No. Recipients open the Planar URL in any browser on any device. No login, no app install, no friction. Verification (for signing and payment) happens via magic link to the recipient's email. Senders see every recipient interaction — opens, sections viewed, button clicks — without the recipient needing an account.

We already use PandaDoc / Qwilr / Proposify.

Planar is Claude-native — every proposal starts as a structured draft in the same place you're already running your AI work. Existing tools assume you're drafting in Word and importing. Planar assumes you're drafting in Claude and opening.

We need DocuSign for enterprise clients.

Planar uses DocuSign as a first-class signature provider on the Pro tier. Recipients who require DocuSign get a DocuSign envelope embedded in the same Planar URL.

Our SOWs are too custom for templated software.

Planar isn't a template tool — every field is editable Markdown that you draft in Claude, including custom sections specific to a single engagement. The structure is enforced; the content is yours.