Planar in Richmond, VA
SOW software for IT consultants and MSPs in Richmond, VA
The Claude-native deal surface for IT consultants and managed service providers in Richmond, VA. Draft your SOW 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 IT consultants & MSPs in Richmond, VA
Planar is the Claude-native proposal and SOW surface for IT consultants and managed service providers in Richmond, VA. SOWs 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 IT consultants and managed service providers working in the Richmond, VA market. The product is opinionated around the workflow of infrastructure assessment → project execution → close, using the terminology that's actually used in the field (SOW, statement of work, master services agreement, infrastructure assessment).
Planar works alongside the tools IT consultants and managed service providers already use: ConnectWise, Datto Autotask, HaloPSA, Syncro, Atera, Quoter, 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.
For IT consultants and managed service providers in Richmond, VA, 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. Richmond, VA-based businesses can install Planar in three steps and have their first Planar live within an hour.
The problem
Built for IT consultants and managed service providers in Richmond, VA
IT consultants & MSPs in Richmond, VA ship deals through a stack that doesn't add up. Here's what Planar takes off the list.
Quoter and ConnectWise quote workflows are built for hardware resale, not for value-priced project work.
Every infrastructure SOW is a one-off — the closest thing to a template is a copy of last quarter's.
Multi-phase projects with progress payments mean three invoices in three states.
Procurement on the client side wants DocuSign; you don't have a clean way to embed it next to the SOW.
Sample
Sample Planar: a typical SOW
This is a preview of how a SOW looks once a IT consultants and managed service provider drafts and opens it. Recipients see this same page on any device, with the signature, payment, and scheduling controls active.
Infrastructure assessment & remediation
Prepared for Devon Bailey at Lattice Home (Richmond)
Scope
Infrastructure assessment and security remediation for Lattice Home. Phase 1 inventories endpoints, identity, and network. Phase 2 remediates the highest-risk findings. Phase 3 establishes a monthly managed services baseline for ongoing patching, monitoring, and support.
Deliverables
- 01
Discovery & assessment report
Full inventory of endpoints, identity providers, network topology, and SaaS surface. Risk-ranked findings with remediation cost estimates.
- 02
Security remediation execution
MFA enforcement, endpoint protection rollout, backup verification, and three highest-priority remediations from the assessment.
- 03
Managed services baseline
Onboarding to managed services: monitoring agents deployed, patch schedule established, and a quarterly review cadence set.
Timeline
Duration: 12 weeks
- 01
Kickoff & discovery start
- 02
Assessment report (week 4)
- 03
Remediation complete (week 10)
- 04
Managed services live (week 12)
Pricing
| Item | Qty | Amount |
|---|---|---|
| Phase 1 — Infrastructure assessment | 1 | $13,500 |
| Phase 2 — Security remediation | 1 | $18,000 |
| Phase 3 — Managed services onboarding | 1 | $13,500 |
| Total | $45,000 | |
Payment schedule
- $13,500
30% deposit on signature
Due on signature
- $13,500
30% on assessment report delivery
Due on milestone assessment-report
- $18,000
40% on managed services go-live
Due on milestone msp-live
Terms
Out of scope: Application development, hardware procurement (passed through at cost + 10%), and end-user training beyond a single onboarding session. SLA: Defined separately in the managed services agreement. Liability: Capped at fees paid in the prior 12 months. Confidentiality: All network diagrams and security findings under mutual NDA.
Ready to proceed? Sign and pay the deposit to lock the engagement.
Preview — actions disabled in this sample
Richmond, VA customers
Planar is rolling out to IT consultants and managed service providers across Richmond, VA.
Customer testimonials are surfaced here as the Richmond, VA 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 it consultants & msps stack in Richmond, VA.
Most IT consultants and managed service providers in Richmond, VA already run on some combination of ConnectWise, Datto Autotask, HaloPSA, Syncro, Atera, Quoter, PandaDoc, DocuSign. Planar replaces the proposal-and-deposit slice and lets the rest of the stack handle what it already handles.
FAQ
Common questions from IT consultants and managed service providers in Richmond, VA.
- What is Planar?
- Planar is a Claude-native deal surface for IT consultants and managed service providers in Richmond, VA. 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.
- Is Planar available for IT consultants and managed service providers in Richmond, VA?
- Yes. Planar is a SaaS product available wherever Stripe Connect, DocuSign, and Cal.com / Google Calendar are available — which includes Richmond, VA and all US states. Pricing is the same nationally; there are no metro-specific surcharges or restrictions. IT consultants & MSPs based in Richmond, VA can sign up at app.openplanar.com and open their first Planar within an hour.
Other metros
Planar for it consultants & msps in nearby metros:
Ready to open your first Planar?
Add Planar as a custom connector in Claude. Draft a SOW for your next client in Richmond, VA. Open it as a live URL in under sixty seconds.