Proposify offers software that streamlines the process of proposal creation, tracking and acceptance. The company provides agencies, freelancers and other experts the tools required to make professional, reusable proposals that can save their customers time. We were tasked with designing an intuitive experience for mobile, one that would give customers the ability to manage, monitor and send proposals on the go.
Converting successful software like Proposify’s into an easy-to-use iOS or Android app requires collaboration—with the client and the users. It was obvious from our first conversation with Proposify that it would be mutually beneficial for us to work closely with their brilliant design and engineering teams on this project.
To kick things off, we held a full-day workshop to paint a clear picture of what this mobile app needed to achieve, including Proposify's must-have product requirements. We used a variety of exercises to understand our audience and their goals and to develop a UX strategy that would meet the needs of app users.
Converting successful software like Proposify’s into an easy-to-use iOS or Android app requires collaboration—with the client and their customers. To kick-start the process, we held a sketching session with the Proposify team to gain insight into their ideal app and what they viewed as must-have product requirements. During this session, Proposify's design team collaborated closely with MindSea to create visuals that could be used for mobile inspiration. These sketching sessions allowed us to get everyone on the same page before developing wireframes.
Once wireframes were developed, we shared them with real users to clearly identify the most crucial aspects of the app and test our assumptions. During user interviews, we uncovered the key tasks that users wanted to be able to accomplish without accessing their desktops. We promptly modified and improved the wireframes based on this kind of feedback and the data we collected from user testing.
It was important to Proposify and to the users we interviewed that the app be useful on the go. We designed a mobile experience that conveyed the most important information in a way that was easy to access between meetings and while traveling.
Our user testing found that metrics and lead activity played an important role in the user experience. Proposify customers like to track the time their clients spend on individual pages in a proposal. So we designed frames that made it easy for users to see which pages their leads were viewing and gauge the effectiveness of particular sections in a proposal.
Users can check the status of proposals and see which sections of their proposals are the most popular.
Users can track their success rate and other key metrics for various proposals sent over time.
Users can monitor interactions between leads and proposals in real time.