Technical Requirements Document

Template for documenting exactly what you need built. Fill this out before your first call with a development team and you'll save hours of back-and-forth.

1

Project Overview

What does this software do?

What problem does this solve?

e.g., $10K–$25K or $25K–$50K

2

User Roles & Access

List each type of user and what they can see and do.

RoleCan SeeCan Do
Admin
Manager
User
Public (no login)

e.g., email/password, SSO, Google login, magic link

3

Core Features

List each feature. For each one: what the user does, what the system does, what the expected result is.

FeatureDescriptionPriority
Must / Nice / Future
Must / Nice / Future
Must / Nice / Future
Must / Nice / Future
Must / Nice / Future
Must / Nice / Future
4

Data & Integrations

e.g., users, orders, products, content, invoices

e.g., Stripe, SendGrid, Google Calendar, QuickBooks, CRM

e.g., profile photos, documents, invoices, images

5

Design & UX Preferences

Mobile-first / Desktop-first / Both equally

Yes / No / Nice-to-have

6

Business Rules & Constraints

e.g., HIPAA, PCI-DSS, GDPR, SOC 2

e.g., hosting region, language, currency

e.g., expected users, peak traffic, response times

e.g., encryption, audit logs, 2FA, role-based access

7

Success Criteria

e.g., time saved, error reduction, revenue increase, user adoption

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