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Case Study 04 / 2026 · B2B SaaS · Export & conversion

Every export option converted better once people could find it.

The post-edit "What would you like to do?" modal is the highest-traffic decision point in the editor. Seventeen equally weighted tiles meant the options worth finding were the hardest to see. I rebuilt it as a hierarchy — one primary Download CTA, a Save As dropdown, sections named for intent, and a new tools row — so every action had somewhere to be found. Every single one then converted better than before, and two surfaces that hadn't existed at all converted at two to three times the surface average.

RoleProduct Designer
discovery → experiment readout
TeamPM, engineering,
analytics
InputsBehavioural analysis
+ 7-product competitive audit
OutcomeConversion up on
every export action
Note

Published with written permission from airSlate (May 2026). All results are expressed as relative change — absolute volumes, conversion rates and revenue figures are withheld. Colleague names and identifying details are withheld; product UI is shown without customer data.

Quick read · 30 seconds

The whole case, in four lines.

Problem

The product's busiest decision point was a flat grid of seventeen equal tiles. Attention went to the cheapest actions; the best-converting ones sat at the bottom.

Design

One primary CTA, then intent. Download first, formats and cloud behind a dropdown, sections named for goals instead of file types, and a new tools row.

Result

Every action converted better — the biggest movers gained roughly a quarter. Two brand-new surfaces converted at 2–3× the surface average.

The read

The population average moved the other way — because one action's share of clicks nearly tripled and it was the only one that stayed flat. Mix, not mechanics.

01 · At a glance
Per-action conversion +10 → +28% relative lift across Print, Email, Word and Share
New surfaces ~2–3× the surface average, from two paths that didn't exist before
Population average −2.5% moved the other way — traced to a mix shift, not a worse experience
Contribution End-to-end problem framing → IA → UI → readout
02 · Context

No hierarchy at the highest-traffic moment in the product.

The product is a browser-based PDF editor. When a user finishes editing a document, a modal appears asking "What would you like to do?" — download it, email it, send it for signature, print it, save it somewhere. Hundreds of thousands of new desktop users see it every two weeks. It is, by traffic, the single most consequential decision point in the product.

It is also where most first-time users meet the paywall. Roughly half of new-user revenue is attributable to sessions that touch this dialog. That makes it a monetisation surface as much as a navigation one — and it had grown by accretion. Every new feature over several years had earned itself a tile, and nothing had ever been taken away.

Fig. 01

The modal as I found it.

Everything on this screen has the same size, the same border and the same visual weight — so nothing on it tells you which action is worth taking.

  • 17tiles, identical in weight, across five sections named after file types and mechanisms.
  • 5section headings — Suggested, Save As, Collaborate, Send To, More tool — that describe how the product is built, not what a user came to do.
  • 4actions appear twice: Email, Print, Share and Request e-signatures each sit in two different sections.
  • 0cloud destinations, and no route to merge, split or compress.
The original Choice modal: seventeen equally weighted tiles arranged in five sections — Suggested, Save As, Collaborate, Send To, More tool — with Go to My Docs as the footer CTA
The pre-redesign Choice modal, desktop, signed-out.
03 · The problem

Attention was pointed at the wrong things.

I started with two experiments' worth of event data and ranked every action twice: once by how often people clicked it, once by how well those clicks converted. The two lists came out almost exactly inverted.

Ranked by clicks

  1. Download PDF
  2. Word
  3. Share
  4. Email
  5. Print
  6. PowerPoint
  7. Excel
  8. Collect forms
  9. Request e-signatures

Ranked by conversion value

  1. Request e-signatures
  2. Email
  3. Download PDF
  4. Print
  5. Share
  6. Word
  7. Collect forms
  8. Excel
  9. PowerPoint

Rank order only — click shares, conversion rates and revenue per action are withheld. Passive exits (Go to My Docs, closing the modal) are excluded; they dominate by volume but signal no intent.

The single best-converting action in the product sat dead last by clicks. Email, the second best, sat mid-table. Meanwhile the Word / Excel / PowerPoint cluster took a large share of clicks and returned almost nothing — a near-total drop-off between clicking a format and paying for it, which pointed at a paywall or pipeline problem, not a demand one.

That is a layout problem, not a demand problem. Seventeen tiles at identical visual weight let default scanning behaviour decide the outcome, and default scanning behaviour rewards whatever is nearest and most familiar.

Four frictions, and what each one was doing

Friction 01

Seventeen tiles at equal visual weight, in five sections named after file types and mechanisms.

One primary Download CTA, then sections named after intent.

Friction 02

Email, Print, Share and Request e-signatures each appeared twice, in different sections.

Each action appears once. No duplicate is doing work the original isn't.

Friction 03

Labels written from the inside out: "My Docs", "Collect forms", "LinkToFill", "Phone".

Labels written from the user's goal: "Send via SMS", sections a first-timer can parse.

Friction 04

No route to mid-funnel tools (merge, split, compress) and no cloud destinations at all.

A tools row that opens each tool with the document pre-loaded, plus Drive / Dropbox / OneDrive / Box.

Takeaway

When the most-clicked list and the best-converting list are near-perfect inversions of each other, the interface — not the audience — is choosing.

04 · What everyone else had already figured out

Seven products, one pattern.

Before proposing anything, I audited the equivalent moment in SmallPDF, iLovePDF, PDFCandy, Sejda, Canva, Google Docs and Google Slides. The convergence was striking: none of them present a flat grid, and all of them make the same five moves.

Pattern 01

One primary Download, formats secondary

Every product tested gives download a single dominant button and hides the format list behind it. Format is a refinement of a decision already made, not a decision of its own.

Pattern 02

Cloud destinations bundled with download

"Save to Drive / Dropbox" lives beside the download, not in a separate integrations menu. It reads as another place to put the file, which is exactly what it is.

Pattern 03

A "continue with" / "more tools" shelf

Merge, split, compress presented as next-best actions rather than a separate product area. This is where competitors harvest engagement after the export decision.

Pattern 04

Sectioned by intent, not by feature

"Suggested / Share / Send" beats "Save As / Collaborate / Send To / More tool". Users arrive with a goal, not a file-format preference.

Pattern 05

Rare formats behind a disclosure

Every product hides PowerPoint, HTML and the long tail. Access is preserved; visual competition with the primary path is not.

The gap

We were the only flat grid left

Our modal treated all seventeen actions as peers. That single difference accounted for most of the experience gap against the category.

Takeaway

When seven independent teams converge on the same structure, the burden of proof sits with the outlier — and we were the outlier.

05 · The redesign

Six decisions, each with a reason I could defend.

This surface generates enough revenue that "it looks cleaner" is not an argument anyone should accept. So every change went into the spec paired with the principle it rests on and the behaviour it was meant to change. That pairing is what got the redesign through review.

What would you like to do?
DD 1750 1970-09 - relevance 1 1970-2025.pdf
3 MB • 3 pages
Download PDF
Decision 01

A single primary Download CTA

Decision time grows with the number of options; a visually isolated element is chosen more often; a bigger target is hit faster. Download was already the dominant intent — promoting it converts hesitation into action rather than creating new demand.

  • Hick's Law
  • Von Restorff
  • Fitts's Law
Save as
Decision 02

Formats and cloud behind one dropdown

Users who need a specific format are motivated enough to look for it. Users who don't shouldn't have to process it. Nothing is removed — only deferred until asked for.

  • Progressive disclosure
  • Paradox of choice
Share
Send to
Email
E-sign
Print
Decision 03

Grouping by what the user is trying to do

Nobody "hires" Email or E-sign as products. They hire get this document to where it needs to go. A shared boundary communicates that shared purpose before a single label is read.

  • Common region
  • Proximity
  • Jobs to be done
Do more with it Decision 04

Ordered by value, not alphabet or history

Attention decays down the page, and working memory tops out around seven items. Seventeen peers exceed it; five named chunks don't. The first thing seen also sets what the product appears to be for.

  • F-pattern scanning
  • Miller's Law
  • Anchoring
Merge
Combine multiple PDFs
Rearrange pages
Reorder, rotate, or delete pages
Split
Split into separate documents
Extract pages
Save selected pages as separate document
Compress
Reduce file size for easier sharing
Collect forms
Publish document via link and gather responses online
Other actions
Protect PDF
Send via SMS
Fax
Notarize
Mail by USPS
Show less actions Decision 05

The long tail behind "show more"

These actions took a rounding error of clicks while occupying the same real estate as the best converters. A power user looking for fax will recognise it on expansion; a first-timer is never distracted by it.

  • Pareto
  • Recognition over recall
Create account and save
Decision 06

A loss-framed footer for signed-out users

Losses motivate more than equivalent gains — naming the document as the thing at stake is stronger than an opaque "Sign up". It also closed a route that let signed-out users reach the dashboard and bypass the paywall entirely.

  • Loss aversion
  • Error prevention

The shipped panel, rebuilt to spec. Hover or tab to a numbered pin to see the decision behind that part of it.

Two things I proposed did not ship, and I think both calls were right. An AI section (summarise / translate / ask) was cut from this test and split into its own variant, so a latency-and-cost bet wouldn't contaminate a layout result. And renaming "Collect forms" to "Publish as form" was dropped — the team wanted the naming decision made across the whole product, not inside one modal.

06 · What shipped

The same actions, in a shape you can read.

Nothing was removed from the product. Every action in the original modal is still reachable. What changed is what the user encounters first, how much they have to hold in their head to get there — and that the whole thing moved out of a centred modal into a side panel, so the document stays on screen while you decide what to do with it.

Fig. 02

The redesign

One Download CTA carrying the primary intent, "Save as" beside it, Share underneath, then sections named for what the user is trying to do — "Send to", "Do more with it". Every tool carries a one-line description of what it actually does.

It also stopped being a modal. The centred dialog became a side panel, with the document still visible beside it — the user can see what they're deciding about.

Signed-out users see the same panel, with one difference: this footer reads "Go to my Docs" for people who already have somewhere to return to, and "Create account and save" for people who don't. That version is visible in Fig. 03.

The redesigned Choice panel: a document title and size, an orange Download PDF button with a Save as dropdown beside it, a Share button, a Send to section with Email, Request e-signatures and Print, a Do more with it list of Merge, Rearrange pages, Split, Extract pages, Compress and Collect forms, a Show more actions toggle, and a Go to my Docs footer
Fig. 03

"Save as" — one line per format

Formats and cloud destinations in one compact list — icon, name, extension — split under two headings: Save as for file types, Save to cloud for Drive, Dropbox, OneDrive and Box. Rare formats stay one click away instead of competing for the first glance. Fillable-field preservation became the default on the primary download.

This shot is the signed-out variant, so it also shows the footer a first-time user gets: "Create account and save".

The Save as dropdown open, listing Word.docx, Excel.xlsx, PowerPoint.pptx, JPEG image and PNG image under a Save as heading, then Google Drive, Dropbox, OneDrive and Box under a Save to cloud heading. The footer of this signed-out variant reads Create account and save.
Fig. 04

"Do more with it" — the row that didn't exist

Merge, rearrange, split, extract, compress — plus Collect forms, which finally got a sentence explaining what it does. Each opens the relevant tool with the current document already loaded, so the next action costs one click instead of a re-upload.

The Do more with it section highlighted: Merge (combine multiple PDFs), Rearrange pages (reorder, rotate or delete pages), Split (split into separate documents), Extract pages (save selected pages as separate document), Compress (reduce file size for easier sharing) and Collect forms (publish document via link and gather responses online), above a Show more actions toggle

Shipped UI, captured on a sample document — no customer file or account data shown.

07 · How we tested it

A/B/C, desktop, new users without a plan.

The redesign went out as a controlled experiment against the existing modal, with the AI-heavy variant held as a third branch so that layout and AI wouldn't be confounded. Two primary metrics were agreed before launch: the share of viewers who give card details in-session, and the share who complete an export.

DesignA/B/Clayout variant and AI variant kept separate
SegmentNew users without plandesktop only; mobile has different patterns
Duration17 daysno sample-ratio mismatch
GuardrailExport ratetools must be additive, not substitutional

Sample size withheld. Secondary metrics tracked per-action click rate, dropdown engagement, cloud-save adoption and tools engagement.

08 · The result

Two readings of the same experiment.

At the population level, both primary metrics moved the wrong way — one of them comfortably significant. Read only that far and the redesign looks like a loss.

Read one level down and it isn't. Here is the same experiment, both ways.

Relative change, experiment vs. control

Bars scaled to relative % change · zero line marked · absolute rates withheld

Population level — the primary metrics
Card details givenprimary
−2.5%
Successful exportprimary
−1.6%
Per action — conversion within the cohort that clicked it
Share
+28%
Word
+27%
Email
+14%
Print
+10%
Download PDFthe big one
+1%

Fax and SMS also posted double-digit gains on very low volume — real, but too noisy to lead with. Collect forms was the one action that slipped, also on low volume. Export and payment-intent deltas move in the same direction as the conversion deltas shown here.

So: every action a user could take converted better than it did before — the two biggest movers by roughly a quarter — and two surfaces that hadn't existed at all started producing conversions on their own.

New surface~2× the surface average — the "Save as" dropdown
New surface~3× the surface average — the "Do more with it" tools row
GuardrailHeld. Tools added conversions rather than cannibalising exports

Why the average moved the other way

Because the redesign worked — hardest of all on the action it made most prominent. Download PDF's share of Choice viewers nearly tripled. It became the largest cohort in the experiment by a wide margin — and it was the only action whose conversion stayed effectively flat, with a real drop in registrations.

Share of Choice viewers who click Download PDF

Control
Experiment
~2.9×

A cohort that large, merely flat, is enough to pull the population average negative while every other cohort is winning. The mix changed, so the average changed — even though no individual experience got worse. This is a composition effect, not a broken funnel.

The mechanism is straightforward once you see it. Download PDF is now the first, most prominent thing in the panel — the path of least resistance. So it absorbs a large volume of low-intent, exploratory clicks from people who previously drifted out of the dialog without clicking anything, or who had to scroll to find the thing they actually wanted. Those clicks are real, they are just not intent. Averaged into a cohort, they dilute it.

The redesign did exactly what it was built to do: it made actions findable. The one it made most findable happened to be the weakest converter of the set — so the win shows up in every cohort and hides in the average.

09 · Reflections

What I'd do differently.

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