UX/UI Design Proposal for a SaaS Onboarding Redesign

Modèle de devis Designer / UX-UI: UX/UI Design Proposal for a SaaS Onboarding Redesign

This UX/UI design proposal template is built for designers quoting a SaaS onboarding redesign. It gives product designers, UX consultants, and design studios a clear framework to define the work required to improve activation flows, first-run experiences, and user setup journeys.

Use this proposal to price discovery, UX research, user flows, wireframes, interface design, prototyping, usability testing, and developer handoff. It helps you separate strategic work from production deliverables, state review limits, and present a credible investment for a client who needs a better onboarding experience.

Why use this UX/UI design proposal template

• Define the onboarding scope clearly. Specify which journeys are included: sign-up, account verification, workspace setup, product tours, empty states, checklists, or first key action.
• Protect against unlimited revisions. Set the number of feedback rounds and clarify when new screens, flows, or stakeholder requests require a change order.
• Connect design work to product goals. Frame the project around activation, time-to-value, feature adoption, and reduced early churn rather than “making screens look better.”
• Price every design phase. Keep discovery, UX architecture, UI design, testing, and handoff visible as separate line items instead of burying them in one flat fee.
• Create a smoother developer handoff. State whether the engagement includes a Figma component library, annotations, responsive states, interaction specifications, and implementation support.

What the template includes

• Client and project details: The SaaS company name, product name, main contacts, proposal date, and validity period.
• Project background and objectives: The current onboarding problem, target user segments, known drop-off points, and success criteria such as completing setup or reaching the product’s “aha” moment.
• Scope of work: A practical breakdown of discovery, stakeholder workshop, UX audit, journey mapping, information architecture, user flows, low-fidelity wireframes, high-fidelity UI, clickable prototype, and handoff.
• Deliverables: The exact number of core flows and screens, desktop and mobile breakpoints, Figma files, reusable components, prototype links, and design documentation.
• Design process and timeline: Milestones for kickoff, research review, wireframe approval, visual direction, final design, and delivery. Include client feedback windows so the schedule remains realistic.
• Pricing table: Fixed-fee or hourly line items, quantities, subtotals, and optional add-ons such as usability testing, copywriting support, additional flows, or post-launch QA.
• Assumptions and exclusions: Existing brand assets, access to analytics, client-provided copy, engineering constraints, and work not included, such as frontend development or extensive user research recruitment.
• Terms and approval: Deposit amount, payment schedule, revision policy, intellectual property transfer, confidentiality, cancellation terms, and signature fields.

How much to charge for a SaaS onboarding redesign

UX/UI designers typically quote SaaS onboarding work as a fixed project fee, an hourly or daily rate, or a phased engagement. These are North American market ranges to adjust for your seniority, specialization, product complexity, and research requirements.

• UX audit and onboarding recommendations: $1,200 to $3,500 for an expert review of the existing flow, heuristic findings, prioritized issues, and an improvement roadmap.
• Discovery workshop and user-flow mapping: $1,500 to $4,000, depending on stakeholder sessions, analytics review, and the number of personas or onboarding paths.
• Wireframes for a core onboarding flow: $2,000 to $6,000 for sign-up, setup, onboarding checklist, key configuration steps, and primary empty states.
• High-fidelity UI and clickable prototype: $3,500 to $10,000 for polished responsive screens, design-system alignment, interaction states, and a prototype ready for validation.
• Usability testing: $2,500 to $7,500 when the scope includes test planning, participant coordination, moderated sessions, synthesis, and design recommendations.
• Senior freelance UX/UI design rate: roughly $90 to $175 per hour. Specialist consultants and agencies may price above this range.

A typical mid-complexity onboarding redesign combining discovery, flows, UI design, and handoff may be quoted as a phased fixed fee. Keep research, additional user paths, and engineering support as separately priced options when the requirements are still uncertain.

Who this template is for

• Freelance UX/UI designers redesigning activation and onboarding experiences for SaaS products.
• Product designers consulting for B2B software, HR platforms, fintech tools, CRM products, or collaboration apps.
• UX agencies responding to a defined onboarding optimization brief.
• Designers working with an early-stage startup that needs to turn a rough product flow into a clear first-use experience.
• Design teams proposing improvements after analytics reveal sign-up abandonment, low activation, or incomplete setup.

Frequently asked questions

Should I quote onboarding redesign work as one fixed price or by the hour?

A fixed price works well when the number of flows, screens, review rounds, and deliverables are defined. Use an hourly rate or a capped time-and-materials arrangement for discovery-heavy projects where analytics, technical constraints, or stakeholder requirements may substantially change the scope.

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

Two rounds of consolidated feedback per phase is a common and manageable structure. Make it clear that feedback must come from one client decision-maker, and that new directions after approval are billed as additional work.

Should usability testing be included in the proposal?

Include it when the client needs evidence before committing development resources or when the current onboarding problem is not well understood. If testing is optional, show it as a separate line item covering recruitment, sessions, analysis, and findings rather than assuming it fits inside the design fee.

What should be excluded from a SaaS onboarding design quote?

Unless explicitly agreed, exclude frontend development, product copywriting, translation, user recruitment incentives, analytics implementation, and ongoing product management. Also clarify whether developer support after handoff, QA of the implemented screens, and new feature flows are included or available as add-ons.