By Dayframe Studio. Updated . 6-minute read.

How to write a software brief a studio can quote A fill-in checklist, a worked example and a template to copy

A good brief doesn't need to be long. It needs to answer the questions a studio has to ask before it can price anything. Here they are as a checklist, a filled-in example and a template you can copy.

Why does the brief matter so much?

A quote is a guess about time. The less a studio knows, the wider it has to make the guess, or the more it has to pad it. A clear brief gets you a tighter range, fewer emails back and forth, and a better sense of which studios understood you.

It helps you too. Writing it down is often where you notice that two features contradict each other, or that the real first version is smaller than you thought.

What should a software brief include?

Ten things. A sentence or two on each is enough to start. Where you don't know, write "not sure yet": that's useful to a studio too.

  1. The problem, in one line

    Who has the problem, and what it costs them today in time, money or patience.

    For example: Clinic receptionists spend most of Monday morning rebooking missed appointments by phone.

  2. Who will use it

    The main kinds of user, and roughly how many at launch and in a year.

    For example: Patients booking on their phones; two or three staff managing the diary on a laptop.

  3. What they must be able to do in version one

    Five to ten must-haves, written as things a person does rather than screens.

    For example: A patient can see free slots, book one and get a reminder the day before.

  4. What can wait

    Nice-to-haves for a later version. This is where most of the savings are.

    For example: Online payment, a loyalty scheme, a second language.

  5. Platforms

    iOS, Android, web, or not sure. Say where your first users already are.

  6. What already exists

    Designs, a prototype, a live product, the spreadsheet the team uses today, any code, and who owns each.

  7. Other systems it has to work with

    Payments, CRM, calendar, accounting, single sign-on, your own API. Name the actual products if you know them.

  8. Constraints

    Real deadlines and why they're real, regulations, where data must be stored, devices it must run on.

  9. Budget and timeline

    A range is fine. It tells the studio which size of the idea to propose.

  10. How you'll know it worked

    One or two measures you could check three months after launch.

    For example: Half of all bookings come through the tool, and Monday rebooking takes under an hour.

What makes a brief hard to quote?

  • Describing a solution instead of the problem. "We need an AI chatbot" is harder to price than "customers wait two days for answers to the same ten questions".
  • A feature list with no priorities. Without a line between must-haves and later, a studio has to price everything.
  • "Like Uber, but for…" on its own. Say which part of the comparison you mean: the map, the payments, the matching?
  • Leaving out the budget. You'll get proposals for the wrong size of project, and lose a week finding out.
  • Leaving out what already exists. A live product with real users changes the plan more than almost anything else.

What does a filled-in brief look like?

Here's the level of detail that's enough for a first conversation. The clinic is made up.

Worked example, made up

A brief for a clinic booking tool

The problem
Receptionists spend most of Monday morning rebooking missed appointments by phone, and patients can only book during opening hours.
Who will use it
Patients, mostly on phones, a few hundred a month at first. Three staff on laptops at the front desk.
Must-haves
See free slots; book, move or cancel; a reminder by text or email the day before; staff can block out time and see the day's list.
Can wait
Online payment, a second language, a loyalty scheme.
Platforms
Web first, working well on phones. An app only if patients ask for it.
What exists
A shared spreadsheet diary and a logo. No designs, no code.
Other systems
Google Calendar for staff; the clinic's existing email provider.
Constraints
Patient details must be stored securely; the new tool should be running before the new patient intake in spring.
Budget and timeline
Up to $25k (an example figure), ideally live in three months.
How we'll know
Half of all bookings come through the tool within three months, and Monday rebooking takes under an hour.

Notice what isn't there: no screen-by-screen design, no technology choices. Those are the studio's job, and a good one will ask before it assumes.

Is there a template I can fill in?

Copy this into a document or an email, or download it as a text file. Replace the hints in brackets as you go.

Download as a text file

Software project brief

Project name
Your name, role and company
Best way to reach you
  1. The problem, in one line

    (Who has the problem, and what it costs them today in time, money or patience.)

  2. Who will use it

    (The main kinds of user, and roughly how many at launch and in a year.)

  3. What they must be able to do in version one

    (Five to ten must-haves, written as things a person does rather than screens.)

  4. What can wait

    (Nice-to-haves for a later version. This is where most of the savings are.)

  5. Platforms

    (iOS, Android, web, or not sure. Say where your first users already are.)

  6. What already exists

    (Designs, a prototype, a live product, the spreadsheet the team uses today, any code, and who owns each.)

  7. Other systems it has to work with

    (Payments, CRM, calendar, accounting, single sign-on, your own API. Name the actual products if you know them.)

  8. Constraints

    (Real deadlines and why they're real, regulations, where data must be stored, devices it must run on.)

  9. Budget and timeline

    (A range is fine. It tells the studio which size of the idea to propose.)

  10. How you'll know it worked

    (One or two measures you could check three months after launch.)

Anything else we should know

What happens after I send a brief?

At Dayframe, the brief at the bottom of this page asks the same questions in three short steps: what you're making, where it stands (with budget and timing), and how to reach you. Put the one-line problem in the description and add a link to your full document if you've written one.

Replies within one working day, from someone who'll work on it, with questions or next steps. If it's a fit, the usual next step is a 2 weeks scope sprint that ends with a clickable prototype and a fixed quote. If you'd like a rough range before writing anything, the cost estimator gives one in a minute.

Quick answers

How long should a software brief be?

One to two pages is plenty for a first conversation. Detail about the problem and what matters most is worth more than detail about screens.

Do I need designs or wireframes before asking for a quote?

No. They help if you have them, but a clear problem and a list of must-haves is enough. Turning those into screens is part of the work.

Should I ask for an NDA before sharing a brief?

You can, and most studios will sign one. Dayframe will sign yours, or send ours, before you share any details.

Ready to send yours?

The brief below takes three short steps. Paste in what you've written, or start from the one-line problem and we'll ask about the rest.