September 30th, User-testing questions
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ClarissaAaronAnujAdditional NotedsAverage ScoreScore -> 1-5
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1 or 2 - Fail
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Landing Page - understood purpose of app/product?4343 - Pass
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Home page - understands how to create account?5554 - Good
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Signup form - Can register for account5555 - excellent
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Choose industry/size555
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Upload template PDF page555
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Proposal Settings455Clarissa tried hovering/clicking on main nav icons - ended up on settings and had to go back
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Content Editor - general334Aaron liked the autosave
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Add new section425
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Find Import from library button455
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Understand how to find item from library.523
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Understand how to add item to proposal212
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Know how to find fees section343
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Understood difference between section and pages423
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Understood breadcrumb navigation344Clarissa didn't look at breadcrumbs when asked to edit pricing/fees
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Understood how to edit content/text544
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Understood basic toolbar4NANAClarissa thought image icon was for graphs4
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Move Image5NANA
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Saving sections to library25NA
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Theme Dropdown411Aaron tried to highlight text to edit style. Didn't seem to grasp concept of themes.
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Find button to edit text style545
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Understand and edit type settings555Aaron thought the settings looked "too busy"
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Know how to save theme settings545
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Understood how to add header/footer111Aaron thought the icon looked like an X which meant he can't edit it.
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Understood advanced layout mode221
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Pricing Table Design Editing533
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Understood header/footer for pricing212Clarissa thought it was for page footer, not table footer
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Send to client from editor141
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Go to proposal list/dashboard from editor442Aaron liked the dates
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Understand difference between upcoming and awaiting435
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Understood snapshot553
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Edit from snapshot545
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Preview from snapshot553
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Mark as won/lost/delayed135Clarissa confused with status dropdown. Aaron thought the bar should be dragged.
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Comments from snapshot453Aaron didn't understand the badge icon was for new comments, he thought it was for all comments
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Understood preview454Aaron asked about print button. When sending to client, user asked about subject line and it's important to change
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Can download PDF544Clarissa suggested icons for download and preview as client
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Most frustrating?Feels it's not frustrating but would take some time to play withDidn't understand editing theme. Wants to just click on text, right click and then change styling.Header/Footer editing/Theme
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Magic Wand?N/AWould like a help or get started guide. Wanted helpful tooltips when hovering over options (eg: settings link in snapshot).Wouldn't change anything. Suggested adding negotiating status on proposals.
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What he/she likes?Flows nicely, likes how you "see where you're at". Know what stage proposal is atLikes how the buttons are laid out. Step by step approach. Date banners.Easy and don't have to manage document folders
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Recommend to friend?867
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Reason to switch to paid?Yes, because it organizes based on statusYes, because you can save reusable templates.Yes
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Price expectation$30-50 per month. Would like the option to deactivate when not in use.$30Freemium. $10-15
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