UX Design Proposal Template To Close Deals

If you're a marketing agency or freelancer offering web development services, use our UX proposal template (also available in Word and PDF formats) to pitch your UX design services. The proposal can be used to convince prospects why you're the best choice for their UX design needs. The scope of the proposal includes deliverables like research, design, and user testing. You'll also find sections for a scope of services, case study, timeframe, budget and team bios, as well as a sample contract at the end.


UX Design Proposal Template Details

All of our templates are 100% customizable so you can edit the copy, design, images, and layout to suit your business, brand, and client project. Our online signature feature delivers 60% faster client approval and makes the proposal legally binding.

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What is included in this UX design proposal template?

UX Proposal Template Overview and Goals

An overview of the UX design proposal template, emphasizing the importance of user experience in driving engagement and conversions. The proposal outlines how the redesign will focus on user research, usability improvements, and modern UI/UX design principles to enhance the application’s functionality. The goal is to create an intuitive and visually appealing interface that improves trial-to-paid conversion rates.

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Scope of Services

The UI/UX proposal PDF includes a structured approach covering research, analysis, design, and user testing. When used as a UX research proposal, this phase involves stakeholder interviews and user surveys to identify pain points. Findings are analyzed to create user personas and journey maps, guiding the design process. The design phase includes wireframes, high-fidelity UI mockups, and interactive prototypes to visualize the experience. Finally, user testing ensures the design meets usability standards, with refinements made based on real-world feedback.

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Case Study

A real-world UX project example showcasing a previous client’s successful UX transformation. This section of the UI/UX proposal template can detail the initial challenges, implemented design solutions, and the measurable results achieved, including improved user engagement and conversion rates.

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Statement of Work & Contract

This formalizes the UX proposal, outlining the scope of work, deliverables, and mutual responsibilities. This section of the UX proposal template example—which should be reviewed by a legal professional—includes legal clauses covering payment terms, project timelines, error disclaimers, and intellectual property rights.

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Timeframe

Use this section of the UX proposal template sample to note how long the project is expected to take, depending on client feedback. Begin with discovery and research, followed by wireframe development and high-fidelity prototype design. Once the prototype is ready, user testing and iteration ensure usability improvements. The final stage includes design adjustments and delivery to meet all project requirements.

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Your Investment

A breakdown of the UX project pricing based on the services outlined. This section of the UX design proposal template includes estimated costs for research, design, and testing, with optional add-ons like additional user testing rounds. Clients can adjust the scope of work to fit their budget.

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Next Steps

Instructions for moving forward, including reviewing the contract, electronically signing the agreement, and scheduling a kickoff meeting. This part of the UI/UX proposal template reassures the client that all project details are transparent and fully customizable.

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Our Team

An introduction to the UX research and design team, including designers, developers, and strategists specializing in UI/UX, usability testing, and user research. This section of the UX proposal template highlights their expertise in delivering data-driven, user-centered designs.

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Why Us?

This section of the UX design proposal template can be used to explain the company’s unique approach to UX design, emphasizing its focus on user research, mobile-first design, and conversion optimization. Explain how the company is committed to creating functional and engaging user experiences that drive business results.

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