Planar for Event planners

Proposal software for event planners

The Claude-native deal surface for event planners. 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.

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About Planar for Event planners

Planar is the Claude-native proposal and proposal surface for event planners. 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 event planners. The product is opinionated around the workflow of discovery call → event production → close, using the terminology that's actually used in the field (proposal, event contract, services agreement, discovery call).

Planar works alongside the tools event planners already use: HoneyBook, Dubsado, Aisle Planner, Plannly, PerfectVenue, Tripleseat, PandaDoc, 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.

The problem

Built for event planners

Event planners ship deals through a stack that doesn't add up. Here's what Planar takes off the list.

  • Booking calendars fill on first-deposit, not first-conversation — but your proposal and your deposit live in different tools.

  • Every couple/client wants to share the proposal with a partner, a parent, and a planner — PDF email threads die in inboxes.

  • Vendor pass-through pricing is hard to display cleanly in a static document.

  • Day-of changes mean a new contract; the old one is the latest in someone's Downloads folder.

Pricing patterns

Every pricing model you actually use

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

  • Flat fee with milestone payments

    Event production fee billed as 30% deposit, 40% midpoint, 30% on event day.

    $8K–$120K per event

  • Percentage of total event budget

    12–18% planning fee on top of vendor totals, billed against the running budget.

    12–18% of total

  • Hourly with retainer

    Prepaid retainer drawn down at an hourly rate for ongoing planning work.

    $150–$300/hr

  • Day-of coordination fee

    Single-day production fee for couples and corporate clients who handled planning themselves.

    $2K–$8K

Sample

Sample Planar: a typical proposal

This is a preview of how a proposal looks once a event planner drafts and opens it. Recipients see this same page on any device, with the signature, payment, and scheduling controls active.

yourbusiness.openplanar.com/p/tk_a4f9c2d1e7b3
Live
For NorthbeaconVersion 1Open

Q4 customer summit production

Prepared for Jamie Chen at Northbeacon

Scope

Full corporate event production for the Northbeacon Q4 customer summit. Venue selection, vendor management, run-of-show, day-of coordination, and post-event wrap. Three-day event for 180 attendees.

Deliverables

  1. 01
    Venue & vendor selection

    Shortlist of three venues, negotiated vendor contracts (catering, A/V, photography, transport).

  2. 02
    Production planning

    Run-of-show document, attendee communications, on-site signage and materials, contingency plan.

  3. 03
    Day-of coordination

    On-site lead and two assistants across all three event days. Post-event wrap report.

Timeline

Duration: 14 weeks pre-event + 3 event days

  1. 01

    Kickoff & venue selection

  2. 02

    Vendor contracts signed (week 6)

  3. 03

    Final run-of-show (week 12)

  4. 04

    Event days

Pricing

ItemQtyAmount
Corporate event production — flat fee1$35,000
Total$35,000
Payment schedule

  • 30% deposit on signature

    Due on signature

    $10,500

  • 40% at vendor contract signing

    Due on milestone vendors-contracted

    $14,000

  • 30% on event day 1

    Due on milestone event-day

    $10,500

Terms

Vendor pass-through: Vendor fees billed at cost; no markup. Cancellation: Deposit non-refundable; subsequent milestones refundable on a sliding scale based on vendor commitments at time of cancellation. Force majeure: Standard rebooking clause for weather, regulatory, or health emergencies.

Ready to proceed? Sign and pay the deposit to lock the engagement.

Preview — actions disabled in this sample

Works alongside the tools you already use

Pairs cleanly with your existing stack.

Planar handles the proposal-to-deposit slice. Where it overlaps with event planners-adjacent tools — HoneyBook, Dubsado, Aisle Planner, Plannly, PerfectVenue, Tripleseat, PandaDoc, DocuSign — Planar specializes in the deal surface and lets the rest of your stack do what it already does.

HoneyBookDubsadoAisle PlannerPlannlyPerfectVenueTripleseatPandaDocDocuSign

Recommended for event planners

Start with the Pro tier.

Event planners benefit from custom branding and a custom domain — the proposal is part of the client experience. Pro covers both.

See all three tiers →

FAQ

Common questions from event planners.

What is Planar?
Planar is a Claude-native deal surface for event planners. 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 event planners. 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 for the whole business.
HoneyBook is a complete small-business OS. Planar specializes in the proposal-to-deposit surface — Planar pairs with HoneyBook if you want both, or replaces the proposal slice cleanly.
Our clients want to negotiate, not click-sign.
Planars are versioned. Send v1, negotiate, send v2 to the same URL with a diff banner. The signature happens on whatever version you finally agree on, and the deposit unlocks at that point.
We need printable contracts.
Every Planar generates a download PDF on demand. The signed version produces a deterministic audit-grade PDF for your records.

By metro

Find event planners resources in your city.

Planar serves all US metros. Below are the metros where event planners most commonly cluster.

Strong markets for event planners

All 50 metros

Ready to open your first Planar?

Add Planar as a custom connector in Claude. Draft a proposal for your next client. Open it as a live URL in under sixty seconds.

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