Write the requirement in business language
Start with the people and the problem: manufacturers, distributors and wholesalers need to make catalogue and quote requests efficient because trade buyers need product specs and quantity-based enquiries. A useful project brief should describe the current process before describing technical features.
Section 1: users, roles and real scenarios
List each user group, what information they create, what they can edit, what requires approval and what they can view. Add a typical busy-day scenario and an error-correction scenario.
Section 2: required steps and screens
- Industry navigation
- Sku and specification pages
- Downloadable catalogue
- Rfq
- Lead follow-up
Section 3: outputs and acceptance samples
- B2b catalogue
- Search
- Moq information
- Quotation enquiries
Section 4: business rules and exceptions
- Dealer pricing policy
- Stock accuracy
- Technical downloads
Section 5: technology and delivery
Specify devices, hosting responsibilities, integrations where actually needed, data migration, branding, responsive behavior and any language or print constraints. Do not prescribe a technology solely because another company uses it.
Section 6: testing and sign-off
Each requirement should have a test input, an expected result and the name of an approving stakeholder. Track RFQs after launch to judge whether the project achieved its intended purpose.
Template request
When asking for a quote, attach sample records or reference materials and request a phased scope with inclusions, exclusions and change management in writing.
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