INVOICE2GO

Estimates Feature Adoption

A feature enhancement for a SaaS invoicing platform, increasing Estimates usage by 8% and driving greater adoption of paid invoices.

OBJECTIVE

Increase adoption of the Estimates feature by removing key customer pain points, streamlining critical workflows, and improving usability — helping 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 Design • Data Analysis • iOS • Android • Web

TEAM

Product Manager
Engineer Manager
Software Engineers x5

We found that the deposit feature wasn't serving users' needs, causing them to rely on workarounds to better suit their workflow.

Problem:

As a C1, when I create an estimate I need to add a deposit — but I don't want to use online payments because of the fees and extra costs to my business, and I want to use my preferred payment methods instead. For a feature I'm paying for, I can't use Estimates the way I need to, so I either avoid using it altogether or find manual workarounds.

Solution:

By adding payment method options to deposit requests within Estimates, C1s can use the payment methods they prefer. We believe this will remove the need for cumbersome workarounds and increase overall usage of Estimates.

Once the contractor sends the estimate to their customer, the customer receives an email linking to a payment portal, where they can review the estimate digitally or via the attached PDF. Once happy with the items outlined, they can initiate payment directly through the portal.

The project touched multiple areas of the product to complete the end-to-end flow.

In-app prompts, push notifications, and product marketing emails were created to build feature awareness and drive adoption.