Published on
January 24, 2026
Ashik Prottoy
Product Designer
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Project Brief
Prospero is a proposal software platform that helps freelancers and small businesses create professional proposals faster, track client engagement, and close deals with eSignature. My goal was to improve the end to end proposal experience, from creation to sending to signing, while keeping the interface clean, scalable, and conversion focused.
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Problem Statement
Users come to Prospero with one goal: send a proposal that looks credible and gets approved quickly. The core UX challenge was turning a high effort, error prone process into a repeatable workflow across templates, editor, sending, tracking, and signing. Prospero already supported templates, engagement tracking, and eSignature, so the design focus was clarity, speed, and conversion through better information hierarchy and lower cognitive load.
Problem 1
Proposal creation felt slower than it should because users had to think about structure, formatting, and content decisions at the same time, which increased drop off inside the editor.
Problem 2
After sending, users needed clearer feedback loops to understand proposal status and engagement so follow up is based on signals, not guessing
Problem 3
The final approval step was sensitive, if signing was not obvious and frictionless on any device, deals would stall at the last moment.
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Solution
The UX was shaped around a simple journey: create fast, send with confidence, track intent, close with signature. The interface prioritizes guided creation using templates, clear proposal states, and a distraction free signing experience that keeps users and clients moving forward.
Solution 1
Template first creation flow that helps users start from proven layouts, then customize sections quickly instead of building from scratch.
Solution 2
Engagement centered dashboard patterns using readable states and activity signals so users instantly know what to follow up and when.
Solution 3
A smoother closing flow focused on eSignature clarity, mobile friendly signing, and confirmation feedback so approvals happen without extra steps.
Design Process
Understand the Problem
Clarify the business goals, target users, proposal workflow pain points, and what success looks like for activation, send rate, and signed rate.
Research
Review competitor proposal tools, analyze how teams create and approve proposals, study common drop off points, and map the decision moments that drive trust.
Wireframe the Structure
Design the end to end flow: templates, editor, preview, send, tracking states, signing. Define sitemap, user flow, edge cases, and empty states.
Visual Design
Create a calm, credible SaaS visual system that improves readability for long form proposals and keeps key actions obvious across dashboard and editor.
Prototype & Test
Prototype core flows, validate clarity with stakeholders, iterate on editor interactions, CTA placement, and signing friction based on feedback.
Style Guids
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Conclusion
This work positions Prospero as a scalable SaaS product where proposal creation is faster, client engagement is easier to understand, and approvals happen with less friction through built in eSignature. The outcome is a more conversion focused proposal experience that supports growth for freelancers, agencies, and sales teams.
Project Status
The Project has successfully completed and handed over to client. Click to visit