SOW software for IT consultants and MSPs

Pricing patterns

Every pricing model you actually use

Planar supports the pricing patterns IT consultants and managed service providers actually use — fixed-fee, retainer, hourly, value-based, milestone-based — without forcing one into the shape of another.

• Fixed-fee project with phased payments

  Infrastructure assessment, migration, or remediation scoped as a fixed-fee project with 30/30/40 or 50/50 phased payments.

  $25K–$250K total

• Monthly managed services retainer

  Per-user or per-endpoint MRR with a defined SLA, business hours support, and patching cadence.

  $60–$185 per user/mo

• Time and materials

  Hourly rate with a not-to-exceed cap. Common for incident response and undefined-scope work.

  $185–$325/hr

• Block hour retainer

  Prepaid block of hours per quarter or year, billed in arrears against the bucket.

  $5K–$50K per block

Works alongside the tools you already use

Pairs cleanly with your existing stack.

Planar handles the proposal-to-deposit slice. Where it overlaps with IT consultants and managed service providers-adjacent tools — ConnectWise, Datto Autotask, HaloPSA, Syncro, Atera, Quoter, PandaDoc, DocuSign — Planar specializes in the deal surface and lets the rest of your stack do what it already does.

FAQ

Common questions from IT consultants and managed service providers.

What is Planar?

Planar is a Claude-native deal surface for IT consultants and managed service providers. You draft your SOW 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 ConnectWise?

ConnectWise is a well-established option in this category and continues to work for many IT consultants and managed service providers. 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 ConnectWise fits an existing workflow better, the two can coexist — Planar handles the proposal/SOW slice while ConnectWise 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 ConnectWise / Datto for everything.

Those are PSA platforms. Planar replaces the proposal/SOW slice — the part where you scope, send, sign, and collect a deposit. PSA stays for tickets, billing, and ongoing operations.

Our clients require DocuSign envelopes for SOWs.

Planar embeds DocuSign as a first-class signature provider on the Pro tier. Recipients sign the DocuSign envelope inside the Planar URL; the signed PDF is attached to the audit trail.

Our SOWs are 40 pages with extensive terms.

Planar supports unlimited custom sections plus attached agreements. Use inline Markdown for the body and attach the full terms PDF where needed — both are part of the signed record.