Prismic Reflections
Coming soon
Fresh Proposal - Document Editor

Designing Editor — Fresh Proposal From Chaos to Clarity with Design, AI, and Purpose

A' Design Award (Bronze)

Wins A’ Design Award  in 2023 for Intelehealth App UX/UI Design

90%
Boost in proposal efficiency through automation
40–60%
Reduction in workflow complexity through simplified processes
2.3×
Higher user engagement with personalized experiences

Project Brief

Fresh Proposal is a proposal-creation platform for business owners, finance, and sales teams to build and send quotations quickly.

The existing editor created friction—users felt overwhelmed, confused by editing modes, and often dropped off mid-way.

Prismic Reflections partnered with Fresh Proposal to redesign the editor end-to-end with a UX-first approach, improved visuals, and scalable systems.

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Client Name
Fresh Proposal
Industry
Document Editor
Geography
India
Expertise Used
Research, UX Design, UI Design, Design System, SaaS UX Strategy
Platform/Touch Points Covered
Web Application
Live Link

Process Steps Followed

Discovery
  • Business Analysis
  • User Research
  • Competitive Benchmarking
  • Design Audit
  • Org. Structure
  • Product Analysis
Define
  • Problem Definitions
  • UX Strategy Road Map
  • Information Architecture
  • User Flow/Journey Mapping
Design
  • Wireframing
  • Visual Design
  • Style Guide & Design System
  • Supportive Visual Assets
Validation
  • Internal Feedback & Iteration
  • Usability Testing
  • Refinements
Implementation & Final QC
  • Front End Engineering
  • Final QC Post Code Integration

Key Highlights

The Challenges

  • Significant drop-off within the editor, indicating friction and unclear task progression.
  • Complex and unintuitive navigation, resulting in a fragmented user experience.
  • High cognitive load, causing users to feel overwhelmed and disengaged.
  • Inconsistent visual identity across screens and components.

Objectives

  • Deliver a seamless, modern, and clean visual experience across the editor.
  • Improve usability through clear, predictable navigation patterns.
  • Establish a unified, contemporary visual language that aligns with the brand.
  • Introduce a multi-layered structure to reduce cognitive overload and support progressive disclosure.

The Solution

  • Streamlined user flows with reduced complexity and clearer interaction pathways.
  • Enhanced visual experience through refined layout, hierarchy, and contrast.
  • Two-level navigation system for intuitive browsing and task discoverability.
  • Reorganized content structure and information architecture for better clarity.
  • High-fidelity design system, ensuring consistency and scalability.

User Goals & Needs Addressed

  • Greater clarity and confidence while editing proposals.
  • Speed and efficiency, with fewer steps and optimized workflows.
  • Faster proposal creation through cleaner UI and simplified actions.
  • A professional, trust-building interface that supports decision-making and reduces friction.

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Unordered list

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Emphasis

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Client Testimonials

Words of Appreciation