Template

Outsourcing Request Template — A Ready-to-Use Requirements Document

Copy this template and fill in the fields so your development partner can provide an accurate estimate and timeline. This is all you need, even without a formal project plan.

Freesi·2026-02-17 Updated

Copy and use the checklist below. Click the checkboxes to track your progress.

1. Project Overview

Project Name: (e.g., Internal Task Management System)Project Purpose: (e.g., Automate order/inventory management currently handled manually)Target Users: (e.g., 20 internal employees, 500 external customers)Reference Services: (2-3 URLs of similar services)Desired Launch Date: (e.g., June 2026)Budget Range: (e.g., $15,000-$25,000)

2. User Types and Permissions

User Type	Key Functions	Notes
Super Admin	Full settings, member management, analytics
Admin	Content management, order processing
Member	Service usage, my page
Guest	View-only access

Social login required: (Google / Apple / Facebook / Not needed)Email verification required: (Required / Not needed)

3. Screens (Pages) List

Screen	Description	Access Level	Complexity
Main Page	Service introduction, CTA	All	Simple
Login/Sign Up	Email + Social	Guest	Simple
Dashboard	Key metrics charts	Member	Complex
List Page	Search/Filter/Sort	Member	Medium
Detail Page	Data view/edit	Member	Medium
Admin Page	Member/Content/Settings management	Admin	Complex
My Page	Profile, activity history	Member	Medium
(Add more)

Complexity Guide: Simple (display only) / Medium (CRUD) / Complex (charts, complex logic, multiple integrations)

4. Core Features Detail

Must Have (Must)

Feature 1: (description)Feature 2: (description)Feature 3: (description)

Should Have (Should)

Feature 4: (description)Feature 5: (description)

Nice to Have (Could)

Feature 6: (description)

5. External Integrations

Payment: (Stripe / PayPal / Not needed)SMS/Push Notifications: (Required / Not needed) → Trigger: (e.g., Order confirmation, Shipping started)Email: (Required / Not needed) → Trigger: (e.g., Sign up, Password reset)Maps: (Google Maps / Mapbox / Not needed)File Upload: (Images / Documents / Videos) → Size limit: ( MB)External API: (Service name and URL to integrate)Excel Export/Import: (Required / Not needed)

6. Design

Design Assets: (Figma mockups provided / Request design from developer / Wireframes only)Brand Guide: (Colors/Fonts/Logo available / Not available)Design Reference: (URLs of design references)Responsive: (Mobile support required / Desktop only / App also needed)

7. Infrastructure & Deployment

Server Environment: (AWS / GCP / Azure / Self-hosted / Not sure)Domain: (Already owned: example.com / Not owned)SSL (HTTPS): (Required — mandatory in nearly all cases)Data Backup: (Daily / Real-time / Not sure)Expected Traffic: (Daily visitors / Concurrent users)

8. Maintenance & Operations

Maintenance Required: (Want maintenance contract after development / Self-managed / Undecided)Maintenance Scope: (Bug fixes only / Feature updates included / Server management included)Incident Response Time: (Within 24 hours / Within 4 hours / Not sure)Content Updates: (Self-managed via admin panel / Handled by developer)

9. Other Requirements

Security Requirements: (Data encryption / 2FA / IP restrictions / None in particular)Legal Requirements: (Privacy policy / Terms of service / None in particular)Deliverables: (Source code / DB schema / API documentation / User manual)Other: (Any additional information)

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