Planar in Seattle, WA
Proposal software for design & marketing agencies in Seattle, WA
The Claude-native deal surface for design and marketing agencies in Seattle, WA. Draft your proposal 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 Design & marketing agencies in Seattle, WA
Planar is the Claude-native proposal and proposal surface for design and marketing agencies in Seattle, WA. Proposals 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 design and marketing agencies working in the Seattle, WA market. The product is opinionated around the workflow of brand discovery → creative production → close, using the terminology that's actually used in the field (proposal, scope of work, master services agreement, brand discovery).
Planar works alongside the tools design and marketing agencies already use: HoneyBook, Dubsado, Bonsai, Plutio, PandaDoc, Qwilr, Proposify, Better Proposals. 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 design and marketing agencies in Seattle, WA, 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. Seattle, WA-based businesses can install Planar in three steps and have their first Planar live within an hour.
The problem
Built for design and marketing agencies in Seattle, WA
Design & marketing agencies in Seattle, WA ship deals through a stack that doesn't add up. Here's what Planar takes off the list.
HoneyBook and Dubsado handle the workflow but every proposal starts as a template fight against your actual scope.
PDF proposals lose all the typography and image quality your actual work depends on.
You don't know which slide the prospect lingered on before going dark.
Three-milestone payment schedules live in your invoicing tool, the proposal lives in another, and you reconcile them manually.
Sample
Sample Planar: a typical proposal
This is a preview of how a proposal looks once a design and marketing agencie drafts and opens it. Recipients see this same page on any device, with the signature, payment, and scheduling controls active.
Brand identity refresh
Prepared for Priya Raman at Maple Creek Studio (Seattle)
Scope
Brand identity refresh for Maple Creek Studio. Discovery, identity system design, and rollout assets across web, print, and social. Three milestones over ten weeks. Source files and a usage guide handed over at completion.
Deliverables
- 01
Brand discovery & mood direction
Stakeholder interviews, audit of current marks, two distinct mood directions presented for selection.
- 02
Identity system
Wordmark, monogram, type system, color, and a primary application set (business cards, letterhead, email signature).
- 03
Rollout assets
Homepage hero refresh, social profile assets, and a brand usage guide. Source files (Figma, Adobe).
Timeline
Duration: 10 weeks
- 01
Kickoff & discovery
- 02
Direction selection (week 3)
- 03
Identity system delivered (week 7)
- 04
Rollout assets & handoff (week 10)
Pricing
| Item | Qty | Amount |
|---|---|---|
| Brand identity refresh — full scope | 1 | $12,000 |
| Total | $12,000 | |
Payment schedule
- $4,800
40% deposit on signature
Due on signature
- $3,600
30% on direction selection
Due on milestone direction-selection
- $3,600
30% on final handoff
Due on milestone handoff
Terms
Revisions: Two rounds included per milestone; additional rounds billed at $250/hr. Ownership: Final delivered files are yours once paid in full. Working files and exploration concepts remain ours. Kill fee: 25% of remaining contract value if cancelled mid-phase.
Ready to proceed? Sign and pay the deposit to lock the engagement.
Preview — actions disabled in this sample
Seattle, WA customers
Planar is rolling out to design and marketing agencies across Seattle, WA.
Customer testimonials are surfaced here as the Seattle, WA 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 design & marketing agencies stack in Seattle, WA.
Most design and marketing agencies in Seattle, WA already run on some combination of HoneyBook, Dubsado, Bonsai, Plutio, PandaDoc, Qwilr, Proposify, Better Proposals. Planar replaces the proposal-and-deposit slice and lets the rest of the stack handle what it already handles.
FAQ
Common questions from design and marketing agencies in Seattle, WA.
- What is Planar?
- Planar is a Claude-native deal surface for design and marketing agencies in Seattle, WA. 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.
- Is Planar available for design and marketing agencies in Seattle, WA?
- Yes. Planar is a SaaS product available wherever Stripe Connect, DocuSign, and Cal.com / Google Calendar are available — which includes Seattle, WA and all US states. Pricing is the same nationally; there are no metro-specific surcharges or restrictions. Design & marketing agencies based in Seattle, WA can sign up at app.openplanar.com and open their first Planar within an hour.
Other metros
Planar for design & marketing agencies in nearby metros:
Ready to open your first Planar?
Add Planar as a custom connector in Claude. Draft a proposal for your next client in Seattle, WA. Open it as a live URL in under sixty seconds.