Planar in Miami, FL
Proposal software for AI implementation firms in Miami, FL
The Claude-native deal surface for AI implementation firms in Miami, FL. Draft your engagement in Claude, open it as a live URL with signature, payment, and scheduling embedded on the same page. No transaction fees. Recipients open on any device — no account required.
About Planar for AI implementation firms in Miami, FL
Planar is the Claude-native proposal and engagement surface for AI implementation firms in Miami, FL. Engagements are drafted directly in Claude through a Custom Connector install (Settings → Connectors → Add custom connector), then opened as live URLs with signature, payment, and scheduling embedded. Planar replaces the typical four-tool workflow of Word + DocuSign + Stripe + Calendly with a single live page.
Planar costs $29/month on the Plus tier, $79/month on Pro, and $199/month on Studio, billed per workspace (not per seat). Planar charges $0 in transaction fees on customer payments — competitor Ignition charges 1% + $0.30 per transaction, and most others ride on top of Stripe fees with their own markup. Stripe processing fees still apply at Stripe's standard 2.9% + $0.30.
Planar is built for AI implementation firms working in the Miami, FL market. The product is opinionated around the workflow of AI audit → implementation → close, using the terminology that's actually used in the field (engagement, SOW, MSA, AI audit).
Planar works alongside the tools AI implementation firms already use: HubSpot, Notion, Pipedrive, Linear, PandaDoc, Qwilr, Proposify, DocuSign. Where it overlaps with proposal-software competitors like PandaDoc, Qwilr, Proposify, Better Proposals, and (for accountants) Ignition, the differentiation is that Planar is drafted in Claude, ships native click-to-sign, and takes zero transaction fees.
For AI implementation firms in Miami, FL, Planar replaces the PDF + Stripe + DocuSign workflow with a single live URL. Senders draft inside Claude, recipients open the link in any browser, and the deal closes on one page. Miami, FL-based businesses can install Planar in three steps and have their first Planar live within an hour.
The problem
Built for AI implementation firms in Miami, FL
AI implementation firms in Miami, FL ship deals through a stack that doesn't add up. Here's what Planar takes off the list.
You sell with Claude and then leave Claude to write the SOW in Google Docs, paste into PandaDoc, send a separate Stripe invoice, and chase signatures in a fourth tool.
Every engagement starts a fresh document tree even when 80% of the structure repeats across clients.
You can't see which sections of the SOW the prospect actually read before the kickoff call.
Mid-engagement revisions ship as PDF v3.docx and the audit trail is your email outbox.
Sample
Sample Planar: a typical engagement
This is a preview of how a engagement looks once a AI implementation firm drafts and opens it. Recipients see this same page on any device, with the signature, payment, and scheduling controls active.
Q3 AI implementation engagement
Prepared for Jamie Chen at Northbeacon (Miami)
Scope
Q3 AI implementation engagement: full audit of the current workflow surface, deployment of a Claude-native agent for the highest-leverage process, and a four-week enablement plan covering operator training and rollout. All artifacts handed over at completion.
Deliverables
- 01
AI audit & opportunity map
Two-week diagnostic across operations, sales, and support. Output: a ranked list of automation candidates with effort, impact, and risk scoring.
- 02
Claude agent build
Production-grade agent built against the prioritized workflow. Includes MCP server, evals, and a live preview deployment.
- 03
Operator training & rollout
Two training sessions, runbook, and a 30-day post-launch support window covering tuning, escalation handling, and metric review.
Timeline
Duration: 8 weeks
- 01
Kickoff & discovery start
- 02
Audit findings delivered (week 2)
- 03
Agent build complete (week 6)
- 04
Training & handoff (week 8)
Pricing
| Item | Qty | Amount |
|---|---|---|
| Q3 AI implementation engagement (fixed fee) | 1 | $25,000 |
| Total | $25,000 | |
Payment schedule
- $12,500
50% deposit on signature
Due on signature
- $12,500
50% on completion of training & handoff
Due on milestone training-handoff
Terms
Confidentiality: Mutual NDA covers everything exchanged during the audit and build. IP: Client owns delivered code, models, prompts, and documentation. Pre-existing tools and frameworks remain ours. Cancellation: Either party can end before kickoff for a full refund minus discovery work performed.
Ready to proceed? Sign and pay the deposit to lock the engagement.
Preview — actions disabled in this sample
Miami, FL customers
Planar is rolling out to AI implementation firms across Miami, FL.
Customer testimonials are surfaced here as the Miami, FL founding-customer cohort opens. In the meantime, every customer interaction — open, view, sign, pay, schedule — is captured as structured data to inform what we ship next.
Adjacent tools
Plays well with the ai implementation firms stack in Miami, FL.
Most AI implementation firms in Miami, FL already run on some combination of HubSpot, Notion, Pipedrive, Linear, PandaDoc, Qwilr, Proposify, DocuSign. Planar replaces the proposal-and-deposit slice and lets the rest of the stack handle what it already handles.
FAQ
Common questions from AI implementation firms in Miami, FL.
- What is Planar?
- Planar is a Claude-native deal surface for AI implementation firms in Miami, FL. 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.
- Is Planar available for AI implementation firms in Miami, FL?
- Yes. Planar is a SaaS product available wherever Stripe Connect, DocuSign, and Cal.com / Google Calendar are available — which includes Miami, FL and all US states. Pricing is the same nationally; there are no metro-specific surcharges or restrictions. AI implementation firms based in Miami, FL can sign up at app.openplanar.com and open their first Planar within an hour.
Other metros
Planar for ai implementation firms in nearby metros:
Ready to open your first Planar?
Add Planar as a custom connector in Claude. Draft a engagement for your next client in Miami, FL. Open it as a live URL in under sixty seconds.