UX/UI Design Proposal for a SaaS Dashboard Redesign

UX/UI Design Proposal Template: SaaS Dashboard Redesign

This UX/UI design proposal template for a SaaS dashboard redesign helps product designers, UX consultants, and design studios scope and price a dashboard project clearly. It is built for proposals sent to SaaS founders, product teams, and B2B software companies that need to improve complex workflows, data visibility, and usability.

Use this template to quote the full design engagement: discovery, UX audit, user flows, information architecture, wireframes, visual UI design, prototypes, design system work, and developer handoff. It makes it easier to separate included deliverables from optional work such as user research, usability testing, or additional dashboard modules.

Why use this UX/UI design proposal template?

• Set a clear project scope. Define which screens, user roles, workflows, and dashboard modules are included before design work starts.
• Protect your revision time. State the number of feedback and revision rounds included for wireframes, high-fidelity screens, and prototypes.
• Price each design phase properly. Break down strategy, UX, UI, and handoff costs instead of presenting one unexplained lump sum.
• Align stakeholders early. Give product, engineering, and leadership teams a shared view of goals, milestones, deliverables, and responsibilities.
• Avoid scope creep. Make it clear that new features, extra responsive breakpoints, new user roles, or additional pages require a change request.

What the template includes

• Client and project details: Company name, contact information, proposal date, project name, and proposal validity period.
• Project context and objectives: The current dashboard issues, target users, business goals, product metrics, and expected design outcomes.
• Scope of work: A detailed list of activities, such as a heuristic review, stakeholder workshop, UX flows, sitemap, wireframes, UI direction, component design, and Figma prototype.
• Deliverables: The exact assets the client will receive, for example 12 desktop dashboard screens, 6 mobile adaptations, a clickable prototype, annotated user flows, and a developer-ready Figma file.
• Design phases and timeline: Key stages from kickoff through discovery, design exploration, review rounds, finalization, and handoff.
• Pricing table: Fees by phase or by deliverable, quantities, rates, subtotals, optional services, and the total project fee in USD.
• Assumptions and exclusions: Existing brand assets, copywriting ownership, access to analytics, client review deadlines, and work not included in the proposal.
• Payment terms: Deposit amount, milestone invoices, payment due dates, late-payment terms, and applicable sales tax.
• Approval section: Signature fields or written acceptance terms that authorize the project to begin.

How much to charge for a SaaS dashboard redesign

UX/UI design fees depend on the number of workflows, the maturity of the product, available research, and the complexity of the data presented. The following figures are market ranges to adjust based on your experience, location, and project requirements.

• Hourly UX/UI consulting: typically $75 to $175 per hour for independent designers. Senior product design consultants and specialized B2B SaaS designers may charge more.
• UX audit or heuristic review: around $1,200 to $3,500, depending on the number of workflows, screens, and recommendations required.
• Discovery workshop and user-flow mapping: approximately $1,500 to $4,000 for stakeholder sessions, workflow mapping, and a prioritized product plan.
• Wireframing: commonly $150 to $400 per screen, or a fixed phase fee of $2,500 to $7,500 for a focused dashboard area.
• High-fidelity UI design: often $300 to $900 per screen. Dense analytics views, tables, filters, permissions, and empty states take longer than marketing-style layouts.
• Design system or component library work: roughly $3,500 to $12,000 for core components, states, tokens, and documentation.
• Clickable prototype and developer handoff: usually $1,200 to $4,500, depending on prototype depth, annotations, and engineering support.

For fixed-fee proposals, list the screen count and define what counts as a screen. A dashboard overview, table view, detail view, empty state, error state, and mobile variation can all require separate design effort.

Who is this proposal template for?

• Freelance UX/UI designers quoting a dashboard redesign for a SaaS client.
• Product designers and UX consultants leading discovery, workflow optimization, and interface design.
• Design agencies preparing structured proposals for B2B software or enterprise platforms.
• Founders and product teams formalizing an external design engagement before work begins.
• Designers redesigning data-heavy products, including analytics platforms, CRMs, finance tools, admin portals, and internal operations software.

Frequently asked questions

Should I price a SaaS dashboard redesign per screen or as a fixed project?

A fixed project fee works well when the scope, workflows, and screen count are reasonably defined. Use a per-screen rate or hourly rate for additions outside the approved scope, especially when new features emerge during product discussions.

How many revision rounds should a UX/UI design proposal include?

Two revision rounds per major phase is common: one for wireframes and one for high-fidelity UI. Specify that consolidated feedback must come from one client contact, as uncoordinated stakeholder comments can substantially extend the timeline.

Should user research be included in the proposal?

Include it when design decisions depend on unvalidated user needs, unclear workflows, or low product adoption. If the client already has reliable interview findings, analytics, and support data, list those materials as required inputs and price only the research gaps.

What should be excluded from a dashboard redesign quote?

Unless explicitly sold, exclude front-end development, product management, copywriting, data modeling, accessibility audits, and ongoing QA support. Also clarify whether responsive mobile designs, dark mode, illustrations, and new feature design are included or priced separately.