INVOICE2GO
Estimates Feature Adoption
Feature enhancement for a SaaS invoicing platform, increasing Estimates usage by 8% and driving greater adoption of paid invoices
OBJECTIVE
To increase adoption of the Estimates feature by removing key customer pain points, streamlining critical workflows, and improving usability. The initiative aimed to help more businesses convert estimates into paid invoices while increasing customer satisfaction.
RESULTS
Delivered phased feature enhancements and usability-tested solutions, including a streamlined deposit workflow, resulting in an 8% increase in Estimates usage, reduced friction, and a better customer experience.
ROLE
Senior Product Designer // UX • Data Analysis • iOS, Android, Web
TEAM
Product Manager
Engineer Manager
Software Engineers x5
We see that the deposit feature isn’t serving the purpose of the users need and is currently causing
them to use workarounds to better suit their workflow.
Problem:
As a C1 when I am creating an estimate, I need to add a deposit, I do not want to use online payments due to the fees and extra costs for my business, and I want to be able to use my preferred payment methods. For a feature I pay for, I cannot use estimates the way I want to, therefore, I do not use estimates or I find manual other ways to cover this.
Solution:
By adding payment method options to deposit requests in estimates, C1s will be more inclined to use estimates with chosen payment methods they want to use. We believe this will help C1s not have to use bulky workarounds and increase the usage of estimates.
Once the Contractor sends the estimate to their customer, the customer receives an email to a payment portal to review the estimate digitally or via the PDF attached. Once the customer is happy with the items outlined, they can initiate the payment on the portal.
The project touched various areas of the product in order to complete the end-to-end flow.
In-app prompts, push notifications and product marketing emails were constructed to build feature awareness to build adoption.
