Proposal software for design & marketing agencies

Pricing patterns

Every pricing model you actually use

Planar supports the pricing patterns design and marketing agencies actually use — fixed-fee, retainer, hourly, value-based, milestone-based — without forcing one into the shape of another.

• Project fee with milestone payments

  Brand identity, website, campaign — billed in three or four milestone payments tied to design phase gates.

  $8K–$60K per project

• Monthly retainer for ongoing creative

  Recurring design, content, or marketing work with a defined hours bucket and quarterly scope review.

  $4K–$25K/mo

• Performance-based campaign fee

  Base fee plus a tier tied to campaign performance against agreed KPIs.

  $10K base + bonus

• Hourly with retainer top-up

  Hourly rate for ad-hoc creative work, billed against a prepaid retainer that auto-tops-up.

  $150–$300/hr

Works alongside the tools you already use

Pairs cleanly with your existing stack.

Planar handles the proposal-to-deposit slice. Where it overlaps with design and marketing agencies-adjacent tools — HoneyBook, Dubsado, Bonsai, Plutio, PandaDoc, Qwilr, Proposify, Better Proposals — Planar specializes in the deal surface and lets the rest of your stack do what it already does.

FAQ

Common questions from design and marketing agencies.

What is Planar?

Planar is a Claude-native deal surface for design and marketing agencies. You draft your proposal 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 HoneyBook?

HoneyBook is a well-established option in this category and continues to work for many design and marketing agencies. 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 HoneyBook fits an existing workflow better, the two can coexist — Planar handles the proposal/proposal slice while HoneyBook 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 use HoneyBook and like it.

HoneyBook is great for end-to-end small-business workflow. Planar specializes in the proposal-to-signature surface and pairs with HoneyBook for the rest. Many users keep HoneyBook for CRM and use Planar for proposals.

Our proposals are visually rich — PDFs let us control design.

Planar pages are responsive HTML with proper typography, images, and embedded media. They render better than a PDF on every device and let you embed a video walkthrough next to the scope.

We need branded URLs.

Planar Pro supports custom domains. Your proposals live at proposals.yourstudio.com, not on a generic vendor URL.