Proposals clients sign and pay.

Platter turns your templates and catalog into branded proposals, sends them from your own mailbox, shows what each client read, and collects the signature and deposit together.

100% free, open source alternative to PandaDoc, Proposify and Better Proposals

Run Platter →

Try the demo Read the docs

Northpoint Property Mgmt’s front desk: Tom Becker hands a printed proposal across the counter.

Lakeside Dental’s reception: Dr. Alvarez and Kim Russo read the proposal between patients.

Sweet Ridge Bakery’s counter: Maya Delgado reads her proposal beside the pastry case, hibiscus in front.

Honeysuckle Café: Grace Ferreira and a colleague read the proposal at a sidewalk table.

Ellie Novak reads the June Park proposal by the river, the Portland skyline behind.

A client signs at a sunny office desk, hibiscus in front.

Opened Mon Oct 12Dallas, TX · phone3 min on pricing

Evergreen Digital →Northpoint Property Mgmtsetup $2,500.00 + $1,200.00/mo × 12first year $16,900.00

Lakeside DentalDr. Alvarez, then Office Mgr Kimsigned in order Wed Oct 14 ✓

Follow‑up Thu Oct 8:‘you spent time on the retainer option’→ signed Mon Oct 12 ✓

Bounced: tom@northpoint.example→ resent to tom@northpointpm.exampleTue Oct 6 → opened ✓

June Park Photography2 min on pricingdrone add‑on asked → rev 2 Thu Oct 15→ signed Fri Oct 16 ✓

Magnolia & ThymeCatering

Wedding Package140 guests × $68.00= $9,520.0030% deposit$2,856.00 paid ✓

NorthlightVideo

Shoot day $3,200.00+ 3 edits × $450.00= $4,550.00signed Tue Oct 13

June ParkPhotography

Wedding collection$4,200.00Drone add‑on$450.00= $4,650.00signed Fri Oct 16

Brightwire IT

Server setup$6,000.00

$1,800.00 depositcard declined Mon Oct 19→ ACH settled Thu Oct 22 ✓

Fernhill Design Studio

→ Bluebonnet Café, Austin TX

brand refreshrev 2Wed Oct 7

she picked Better!

Good

$4,200.00

Logo refresh
Color palette
3 concepts
2 rounds

Better

$6,500.00

Everything in Good
Menu design
Interior graphics
4 concepts
3 rounds

Best

$9,800.00

Everything in Better
Exterior signage
Website updates
5 concepts
Unlimited rounds

Add-ons

Menu boards2 × $600.00 = $1,200.00
Window vinyl$800.00
Social templates$500.00

Austin 8.25% tax$99.00

$6,500.00 + $1,200.00 + $99.00

= $7,799.00

50% deposit $3,899.50

Rosa Mendez
Bluebonnet Café

Pay deposit

Rosa asked Wed Oct 7: boards by Oct 30? → rev 2 → signed Thu Oct 8
ACH settled Tue Oct 13 ✓

HubSpot deal wonQuickBooks invoice 2041 $3,899.50 paid ✓

Opened Mon Oct 12Dallas, TX · phone3 min on pricing
Evergreen Digital →Northpoint Property Mgmtsetup $2,500.00 + $1,200.00/mo × 12first year $16,900.00
Bounced: tom@northpoint.example→ resent to tom@northpointpm.exampleTue Oct 6 → opened ✓
Lakeside DentalDr. Alvarez, then Office Mgr Kimsigned in order Wed Oct 14 ✓
June Park Photography2 min on pricingdrone add‑on asked → rev 2 Thu Oct 15→ signed Fri Oct 16 ✓
Follow‑up Thu Oct 8:‘you spent time on the retainer option’→ signed Mon Oct 12 ✓

Six firmsSeven clientsTue Oct 6 – Thu Oct 22

Seven proposals. Every client said yes.

Six small firms in five states, two weeks in October. Each row is one firm’s own Platter, from first send to first payment.

all seven by Fri Oct 16!

SentReadBack and forthSignedFirst payment

Fernhill Design Studio → Bluebonnet Café
Austin, TX
1. Tue Oct 6Oct 6
2. Tue Oct 6Oct 6
3. rev 2Wed Oct 7Oct 7
4. Thu Oct 8Oct 8
5. $3,899.50 deposit · ACH settledTue Oct 13 ✓Oct 13
$3,899.50 deposit · ACH ✓
Magnolia & Thyme Catering → Raman⁠–⁠Whitley wedding
Wilmington, DE
1. Tue Oct 6Oct 6
2. Wed Oct 7Oct 7
3. guests 120 → 140Thu Oct 8Oct 8
4. Fri Oct 9Oct 9
5. $2,856.00 deposit · cardFri Oct 9 ✓Oct 9
$2,856.00 deposit · card ✓
Evergreen Digital → Honeysuckle Café
Dallas, TX
1. Tue Oct 6Oct 6
2. Tue Oct 6Oct 6
3. follow‑upThu Oct 8Oct 8
4. Mon Oct 12Oct 12
5. $650.00 first month · cardMon Oct 12 ✓Oct 12
$650.00 first month · card ✓
Evergreen Digital → Northpoint Property Mgmt
Dallas, TX
1. Tue Oct 6bounced, resentOct 6
2. Tue Oct 6Oct 6
3. follow‑upThu Oct 8Oct 8
4. Thu Oct 15Oct 15
5. $2,500.00 setup · ACH settledTue Oct 20 ✓Oct 20
$2,500.00 setup · ACH ✓
Northlight Video → Sweet Ridge Bakery
Denver, CO
1. Fri Oct 9Oct 9
2. Fri Oct 9Oct 9
3. ——
4. Tue Oct 13Oct 13
5. $2,275.00 deposit · cardTue Oct 13 ✓Oct 13
$2,275.00 deposit · card ✓
Brightwire IT → Lakeside Dental
Manchester → Laconia, NH
1. Fri Oct 9Oct 9
2. Mon Oct 12Oct 12
3. ——
4. Wed Oct 14Oct 14
5. Declined Mon Oct 19ACH settled Thu Oct 22 ✓Oct 22
Declined Oct 19ACH settled Oct 22 ✓
June Park Photography → Novak⁠–⁠Diaz wedding
Portland, OR
1. Wed Oct 14Oct 14
2. Wed Oct 14Oct 14
3. rev 2Thu Oct 15Oct 15
4. Fri Oct 16Oct 16
5. $1,000.00 retainer · cardFri Oct 16 ✓Oct 16
$1,000.00 retainer · card ✓

7 of 7 signed by Fri Oct 16 ✓7 of 7 first payments in by Thu Oct 22 ✓

DraftBrightwire IT → Lakeside DentalFri Oct 9

A 40‑minute call. A priced draft by 10:52.

The agent drafted Lakeside’s proposal from the Zoom call and Brightwire’s catalog, then checked it against Brightwire’s last five installs. Owen raised the hours and sent it.

Zoom · Fri Oct 9, 10:00⁠–⁠10:40 am

Owen Brady, Dr. Elena Alvarez, Kim Russo

[04:12]Dr. Alvarez: ‘The server is from 2017, and the X‑ray software freezes every afternoon.’
[11:48]Kim: ‘We close Saturdays, so the move has to happen then.’
[19:05]Kim: ‘Backups go on a USB drive I take home on Fridays.’
[27:30]Kim: ‘Can you do our front‑desk phones too?’

Drafted by the agent10:52 am

two packages from Brightwire’s catalog

Package AServer setup

On‑site install and data migration · 12 h × $150.00 = $1,800.00 11:48
Tower server, mirrored storage, configured · 1 × $2,600.00 04:12
Backup appliance and nightly off‑site copy · 1 × $1,000.00 19:05

Total $5,400.00

Package B · Server setup + Managed care

Package A + $390.00/mo × 12

Front‑desk phones 27:30not in your catalogleft out

30% deposit charged on hardware order day · balance on install, net 15

Checked against Gauge

5 server setups since March: 15.5, 16.0, 17.5, 15.0, 17.0 h on site · average 16.2 h

blended cost $62.00/h · server cost $2,180.00 · backup appliance cost $640.00 · margin floor 35%

At 12 h quoted: expected margin 29%below your floor

35% floor

At 16 h: $6,000.00expected margin 36%

35% floor

Dev Patel and Luis Ortiz free Sat Oct 31 ✓

11:20 amOwen applied 16 hinstall $2,400.00Package A $6,000.00

11:24 amsent by Owen ✓

BuildMagnolia & Thyme → Raman⁠–⁠Whitley weddingMon Oct 5 – Fri Oct 9

Your template, your catalog. Their guest count.

Hannah built the wedding proposal from her plated‑dinner template. Every price came from her catalog, and Priya set the guest count herself.

TemplateWeddingplated dinner · v4blocks, payment terms (30% deposit, balance 8 days before), reminders 2, 5 and 9 days, expires 14 days after sending
Content libraryTeamHannah Brooks, chef‑owner
Tasting gallery12 photos
Termsweddings v3locked
Brand kitMagnolia & Thyme logo, fonts and colors

Magnolia & Thyme

Priya and Sam’s wedding

Sat Nov 14, 2026backyard, Wilmington, DE

Wedding packageplated dinner and service

140 guests × $68.00 = $9,520.00

Guestsyou can set 100–160

Late‑night taco bar140 × $9.00 = $1,260.00
Champagne toast140 × $6.00 = $840.00

Delaware sales tax$0.00

Total$9,520.00

Deposit 30% $2,856.00paid by card Fri Oct 9 ✓

balance $6,664.00 due Fri Nov 6

Views of this page are measured.

Priya added 20 guests herself!

Catalog

MT‑WED‑PL: Wedding package, platedper guest$68.00
MT‑LNT: Late‑night taco barper guest$9.00
MT‑TST: Champagne toastper guest$6.00

Fields

{client.first_name}: → Priya
{event.date}: → Sat Nov 14, 2026
{event.venue}: → backyard, Wilmington, DE

Guest count

sent Tue Oct 6 with 120$8,160.00deposit $2,448.00

→ Thu Oct 8, 7:40 pmPriya set 140$9,520.00deposit $2,856.00

Sent Tue Oct 6, 10:30 am
opened Wed Oct 7, 8:10 pm
reminder Thu Oct 8 ✓
signed Fri Oct 9, 12:15 pm ✓
later reminders cancelled
expiry Tue Oct 20 not reached

Send & follow upEvergreen Digital → Northpoint Property Mgmt and Honeysuckle CaféTue Oct 6 – Thu Oct 15

Read section by section. Followed up on what they read.

Alicia sent both proposals from her own Outlook. Platter showed what each client read, and on Thursday the agent drafted two different notes.

Evergreen Digital → Northpoint Property Mgmt

Evergreen Digital → Honeysuckle Café

Northpoint · leasing site and local search

Launch $2,500.00, or Launch + Growth retainer $2,500.00 + $1,200.00/mo × 12

Tue Oct 6, 9:05 amsent from alicia@evergreendigital.example
9:06bounced: no such mailbox, tom@northpoint.example · follow‑up opened
9:21resent to tom@northpointpm.example, the address on Tom’s HubSpot contact · delivered
10:47 amopeneddesktopDallas, TX ✓

Read Tue Oct 6

Parkside Lofts case study2:40
Scope and timeline1:05
Pricing0:20

Hi Tom, you spent time on the Parkside Lofts case study. Your plan starts with the same first 90 days. Want a 15‑minute walk through pricing?

edited 1 line, sent by Alicia 8:41 am

Mon Oct 12, 6:15 pmopened on phoneDallas, TX3 min on pricing

Thu Oct 15, 10:20 amsignedLaunch + Growth retainerfirst year $16,900.00 ✓

Agent · Thu Oct 8, 8:30 am

Alicia’s follow‑up queue

2 proposals read, not signed

2 follow-ups drafted from what each client read

→ TomNorthpointdrafted
→ GraceHoneysuckledrafted

Honeysuckle Cafésocial

Launch kit $1,800.00, or Social retainer $650.00/mo × 6

Tue Oct 6, 9:30 amsentdelivered
7:55 pmopenedphoneDallas, TX ✓

Read Tue Oct 6

Social retainer option4:10
Pricing1:30
Launch kit0:50

Hi Grace, you spent time on the retainer option. Here is month one: 12 posts, 4 reels and a menu shoot.

sent by Alicia 8:44 am

Mon Oct 12, 2:05 pm · signed · Social retainer ✓ · first month $650.00 paid by card

Questions & revisionsFernhill → Bluebonnet Café, Wed Oct 7June Park → Novak⁠–⁠Diaz wedding, Thu Oct 15

Asked on the page. Rev 2 the same day.

Clients ask right on the proposal. The firm answers, sends rev 2 with every change marked, and the old link stops working.

Fernhill Design Studio → Bluebonnet CaféAustin, TX

Timeline

Rosa MendezWed Oct 7, 9:12 am CT

Could the boards be up by Oct 30? We relaunch the fall menu Mon Nov 2. And we’ll need two.

Ben Whitfield11:40 am

Yes. Two boards, installed Fri Oct 30. Rev 2 is on its way.

Rev 1 → Rev 2

Menu boards 1 × $600.00 → 2 × $600.00 = $1,200.00
Boards installed Fri Nov 13 → Fri Oct 30
Austin 8.25% tax $49.50 → $99.00
Better total $7,149.50 → $7,799.00
50% deposit $3,574.75 → $3,899.50

11:48 amrev 2 sent by Benrev 1 link retired

Thu Oct 8, 8:05 amBetter + 2 menu boardssigned ✓deposit by ACH

June Park Photography → Novak⁠–⁠Diaz weddingPortland, OR

Rev 1 sent Wed Oct 14, 4:00 pm PT · read 9:10 pm · 2 min on pricing

Coverage

Ellie NovakThu Oct 15, 7:30 am PT

Could you add drone shots over the St. Johns Bridge?

June Park9:58 am

Yes. Added as an add‑on, 30 minutes of drone coverage.

Rev 1 → Rev 2

+ Drone add‑on · 30 min · $450.00
Total $4,200.00 → $4,650.00
Oregon sales tax $0.00
Booking retainer $1,000.00, unchanged

10:05 amrev 2 sent by Junerev 1 link retired

Fri Oct 16, 12:20 pmsigned on her phone ✓retainer $1,000.00 paid by card

SignBrightwire IT → Lakeside DentalWed Oct 14

Dr. Alvarez, then Kim. Signed in order, with proof.

Each signer opened their own link and entered a mailbox code. The signed PDF and its certificate reached everyone, and the deal closed in Salesforce.

1Dr. Elena Alvarezsigner12:35 pm ✓
2Kim Russo, office managersigner4:46 pm ✓

Kim could sign only after Dr. Alvarez

4:46 pm · signed PDF and certificate emailed to Dr. Alvarez, Kim Russo and Owen Brady ✓
Filed to Google Drive · Clients / Lakeside Dental ✓
Salesforce · Lakeside Dental, Server setup · Closed Won $6,000.00 ✓

Certificate of completion

Brightwire IT → Lakeside Dental · Server setup · rev 1

Completed Wed Oct 14, 4:46 pm ET

Document SHA-256 9b2e…4f70

Dr. Elena Alvarez

Verified by mailbox code 12:33 pm
Read the electronic records disclosure and consented 12:34 pm
Drawn signature 12:35 pm
Laconia, NHiPhone, Safari

signed between patients

Kim Russo

Verified by mailbox code 4:43 pm
Consented 4:44 pm
Typed signature 4:46 pm
Laconia, NHWindows, Edge

4:46 pm · QuickBooks deposit invoice 1187, $1,800.00, created · 4:48 pm · Kim saved the practice card for the deposit, charged Mon Oct 19

BooksFernhill → Bluebonnet CaféThu Oct 8 – Wed Oct 14

Paid in Stripe. Matched in QuickBooks.

Rosa’s deposit settled on Tuesday. The HubSpot deal, invoice 2041 and Wednesday’s payout all agree, Stripe’s fee included.

HubSpot deal

Bluebonnet Cafébrand refresh

Closed won Thu Oct 8

$7,799.00

Better package$6,500.00
Menu boards 2 × $600.00$1,200.00
Austin 8.25% tax$99.00

sent Tue Oct 6viewed Tue Oct 6signed Thu Oct 8paid Tue Oct 13

Stripe clearing

QuickBooks Online

In

Tue Oct 13Rosa MendezACH$3,899.50 → invoice 2041

Invoice 2041deposit 50%$3,899.50created Thu Oct 8paid Tue Oct 13 ✓

Out

Stripe fee → Bank fees$5.00
Wed Oct 14payout → Business checking ••2207$3,894.50

Balance$0.00 ✓

Second half $3,899.50 · invoiced Fri Oct 30 when the boards are up · net 15, due Sat Nov 14

Wed Oct 14Business checking ••2207Stripe payout $3,894.50matched ✓

PaymentsBrightwire IT → Lakeside DentalMon Oct 19 – Thu Oct 22

Card declined at 9:00. One invoice, paid once.

The deposit card was over its limit. The agent found why, drafted Kim a bank‑transfer link for the same invoice, and Owen sent it.

DeclinedMon Oct 19, 9:00 am ET · deposit$1,800.00 · Visa ••4410 · over the card’s limit
9:01 · Kim and Owen told,with the reason
11:05 am · Kim paid by ACHfrom the link · bank verified · processing
Thu Oct 22, 9:30 amsucceeded ✓

AgentMon Oct 19, 9:04 amLakeside Dental

Scheduled: 30% deposit $1,800.00, due today (hardware order day)
Stripe: declined, card over its limit · no other payment on this amount
QuickBooks: invoice 1187$1,800.00open since Wed Oct 14

Draft to Kim: ‘The card on file was declined for being over its limit. You can pay invoice 1187 by bank transfer from this link.’

sent by Owen 9:20 am ✓

Invoice 1187

Lakeside Dentaldeposit$1,800.00

attempts: card declined Mon Oct 19 · ACH Mon Oct 19 → settled Thu Oct 22

Paid ✓

Reconciled1 amount1 invoice2 attempts0 mismatches ✓
Thu Oct 22, 10:15 amDev ordered the serverinstall Sat Oct 31

Sweet Ridge Bakery’s back kitchen at dawn: Maya slides loaves from the deck oven while Northlight’s crew films her from a slider, with a boom mic and one soft box.

Tue Oct 20Northlight Video at Sweet Ridge Bakeryshoot day ✓3 edits due Fri Oct 30

Agreementsigned Tue Oct 13

Shoot day $3,200.00 + 3 edits × $450.00 = $4,550.00

Included: 60 s brand film, 30 s ad, 15 s social cut

Additional edits $450.00 each

Delivery: Fri Oct 30

Payment: 50% deposit, balance on delivery

Maya DelgadoSweet Ridge Bakery

Change orderNorthlight Video → Sweet Ridge BakeryTue Oct 20 – Wed Oct 21

A fourth cut. Its own change order.

After the shoot, Maya asked for a holiday cut. The agent priced it against the signed scope as its own change order, Jess sent it, and the bakery paid that afternoon.

Tue Oct 20, 2:40 pm · Maya: ‘Could we also get a 15‑second holiday version?’
3:05 pmAsanaEdit 4, holiday 15 sadded by Theo

Change order CO-1

linked to the agreement of Tue Oct 13

Paid Wed Oct 21 ✓

Agent, Wed Oct 21, 8:15 am: Edit 4 is beyond the 3 edits signed · drafted 1 × $450.00 = $450.00 · delivered with the others Fri Oct 30

9:02 amsent by Jess
1:30 pm · Maya signed and paid $450.00 by card

original agreement unchanged · same SHA-256

Asana project made at signing Tue Oct 13 · one task per accepted line: Shoot day, Edits × 3 · Edit 4 task added by Theo Tue Oct 20

Moving inFernhill Design StudioSat Oct 3

Your PandaDoc templates, now editable pages.

Ben downloaded his templates from PandaDoc as Word files. Platter made them editable, turned the tokens into fields and matched the quote rows to his catalog.

$ curl -fsSL https://runeditrun.com/install.sh | sh -s -- dev just-every/run-platter
# Already have Node 22 or later? npx -y @runeditrun/rer dev just-every/run-platter
✓ Platter is ready

Brand refreshGood / Better / Best.docx

Prepared for[Client.Company]
Hi[Client.FirstName],
—[Sender.FirstName]

Logo refresh	FD-101
Color palette	(no SKU)
Menu design	FD-110
Interior graphics	FD-120
Exterior signage	FD-130
Website updates	FD-140

14 blocks

{client.company}
{client.first_name}
{sender.first_name}

Logo refresh	FD-101	linked to catalog
Color palette	no match	listed
Menu design	FD-110
Interior graphics	FD-120
Exterior signage	FD-130
Website updates	FD-140

Ben linked it to Brand palette, FD-105

Catalog CSV38 items4 bundles → packages ✓
Bulk download · 2 zips, 296 PDFs · 268 signed, kept with their certificates · 28 open as drafts ✓

Also moves in from Proposify, Better Proposals, Qwilr and Ignition.
First proposal from it: Bluebonnet Café, Tue Oct 6.

Bluebonnet Café at 4:30 pm on Fri Oct 30: a blue awning under the painted sign, the two new fall menu boards in the window, Rosa behind the counter, a pot of hibiscus by the door, and Ben in a studio apron carrying the empty board crate.

Bluebonnet Café
2 menu boards up Fri Oct 30 ✓
7 proposals7 signed
7 first payments in ✓
Next · Sat Nov 7 Novak⁠–⁠Diaz wedding
Sat Nov 14 Raman⁠–⁠Whitley wedding

Signed and paid. On the calendar.

100% free and open source. MIT licensed.

Run Platter →Read the docs

Proposals clients sign and pay.

Fernhill Design Studio → Bluebonnet Café

Magnolia & Thyme Catering → Raman⁠–⁠Whitley wedding

Evergreen Digital → Honeysuckle Café

Evergreen Digital → Northpoint Property Mgmt

Northlight Video → Sweet Ridge Bakery

Brightwire IT → Lakeside Dental

June Park Photography → Novak⁠–⁠Diaz wedding

Zoom · Fri Oct 9, 10:00⁠–⁠10:40 am

Drafted by the agent10:52 am

Package AServer setup

Package B · Server setup + Managed care

Checked against Gauge

TemplateWeddingplated dinner · v4

Content library

Brand kit

Priya and Sam’s wedding

Wedding packageplated dinner and service

Catalog

Fields

Guest count

Evergreen Digital → Northpoint Property Mgmt

Evergreen Digital → Honeysuckle Café

Northpoint · leasing site and local search

Read Tue Oct 6

Alicia’s follow‑up queue

Honeysuckle Cafésocial

Read Tue Oct 6

Fernhill Design Studio → Bluebonnet CaféAustin, TX

Rev 1 → Rev 2

June Park Photography → Novak⁠–⁠Diaz weddingPortland, OR

Rev 1 → Rev 2

Dr. Alvarez, then Kim. Signed in order, with proof.

Certificate of completion

Dr. Elena Alvarez

Kim Russo

Bluebonnet Cafébrand refresh

Stripe clearing

In

Out

AgentMon Oct 19, 9:04 amLakeside Dental

Invoice 1187

Agreementsigned Tue Oct 13

Change order CO-1

Signed and paid. On the calendar.