AI Quotation SaaS
QuoteXai
How a Clunky Form Became an AI-Powered Quoting Engine That Converts
Case Study
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7 min read
My Role
Product Designer
Team
PD Sana Madre
Duration
1 Month
User Research
User Flows
Framework
Wireframing
Copywriting
High Fidelity Prototype
Visual Design
Overview
The old project quote form was a stumbling block tedious, cluttered, and easy to abandon. Most users never finished it, and those who did were left frustrated and uncertain about next steps.
We rebuilt the experience from the ground up, transforming a clunky form into a streamlined, interactive multi-step flow. Each section feels light and welcoming, guiding users with feedback and progress cues.
Before
After
Defining the Problem
From Clunky One-Page Form to Engaging Multi-Step Flow
The original form was cluttered and overwhelming, causing high drop-off rates and lost leads. Users often abandoned the process midway due to lack of clarity and progress feedback. This led to missed opportunities and lower conversions.
Here's what we found out:
Solutioning
3 Key Points to Solve
1. Guided Multi-Step Flow
Transformed the old one-page form into an engaging step-by-step journey, breaking information into smaller pieces to reduce overwhelm and boost completion rates.
2.Visual Progress and Smart Prompts
Added progress indicators and helpful cues at every step to keep users informed and reduce form abandonment.
3.Free Instant Quotes with Human Confirmation
Delivered free, immediate quotations and created a dedicated submission confirmation page offering reassurance, next steps, and a sense that every request truly matters.
Introducing
QuoteXai
Step 1 : Company Details
Immediately set a welcoming tone by requesting only essential company information.
The form is clean and focused, with minimal fields, so users don’t feel overwhelmed or lost.
Progress indicators clarify that this is just the first of three simple steps, encouraging users to continue without hesitation.
Step 2 : Project Details
Users add vital details about their project name, type, platform keeping the focus clear and manageable.
Built-in prompts and an AI-powered description field help users quickly outline their needs, making even complex ideas easy to communicate.
A gift card reward is displayed on the side, motivating users to continue and adding a sense of extra value to the experience.
Step 3: Budget Disscussion
Users can set budget preferences and delivery timelines, while instantly seeing a smart AI estimate based on their project info.
The experience is interactive users pick extra services and delivery formats, tailoring the quote to their actual needs.
The side panel displays the gift card reward for completing all steps, giving users a final boost to finish the process and feel appreciated.
Step 4: After Completion
The status tracker shows step-by-step progress to keep users informed.
The experience is interactive users pick extra services and delivery formats, tailoring the quote to their actual needs.
A “Track Your Quote” button lets users follow updates anytime, ensuring transparency throughout.
Challenges Faced
Users Struggled to Track Their Requests Clearly
Users needed a clearer way to track their past and current requests. It became hard for them to know what was submitted, what was in progress, and whether their requests were actually being processed.
🔍Approach
We built a scalable design system and a dashboard that delivered all the important info
A dedicated dashboard now shows all requests, active quotes, and statuses in one clear view.
Live updates with sort and filter options make it easy to track progress and take action quickly.
Greater transparency reassures users that every request is seen, processed, and given proper attention.
With a mobile-first approach, we turned a complex dashboard into a clear, seamless on-the-go experience.
Learning & Reflection
What I Learned
Designing Allegra was a great lesson in human-centered design for a complex field. My key takeaways are
Trust is the ultimate metric
In FinTech, transparency builds trust showing why the AI acts helps users feel confident.
Automation should empower, not just replace
The best AI feels like a partner balancing automation, control, and clarity to build trust.
Control over earnings creates security
Letting users withdraw profits daily built trust and control key lessons I’ll carry into future projects.