Software5 min readBy Published

How do you write a software brief that agencies can quote accurately?

Quotes for the same project can differ widely, and it's usually not because one agency is greedy. Each one filled the gaps in your brief with a different guess. A better brief gets you quotes you can compare, and a project that starts on solid ground.

Short answer

A good software brief says what problem you have, who uses the software, what must work on day one and what can wait, which systems and data it connects to, your budget range, the real reason for the deadline, and how you will decide it is done. It does not need to specify screens or technology. It needs to remove guesses.

Start with the problem, not the solution

Describe what is going wrong today and what it costs you. "Orders take three people two days to process, and mistakes reach customers" is a brief. "We need an app with a dashboard" is a solution someone has already chosen for you, and it might be the wrong one.

A good agency will challenge the solution if you give them the problem. If you hand over only the solution, they'll price exactly that, and you'll find out later whether it was the right thing.

The same request, written two ways

Can you quote for our project?

Vague brief

We need a mobile app like Uber, but for our cleaning business. It should be modern and easy to use. How much?

The agency has to guess the scope, so it will either pad the price or leave things out.

Clear brief

Customers book cleaners by phone and some bookings fall through. We want customers to book and pay online, and our 12 cleaners to see their day on their phone. Budget range and launch date are below.

The problem, the users and the limits are visible, so the quote can be specific.

What the brief should cover

You don't need a long document. Two or three pages that answer these questions will do better than thirty pages of detail. Where you don't know an answer, write "not sure". That's far more useful than a confident guess, because the agency can then ask or propose a discovery phase.

Be specific about who the users are. "Customers" isn't enough. Say how many, how technical they are, and which devices they use. A tool for twelve office staff is a different project from one for twelve thousand shoppers.

The parts of a brief an agency can price
  1. Problem

    What is wrong today, who feels it, and what it costs.

  2. Users

    Who will use it, how many, and on which devices.

  3. Scope

    What must work on day one, and what can wait.

  4. Systems and data

    What it connects to, and what data already exists.

  5. Budget and date

    A range, a deadline, and the reason behind it.

Must-have, nice-to-have, existing systems and data

Split your wish list into two columns. Must-haves are what you could not launch without. Everything else is nice-to-have, and you can ask for it to be priced separately. This one change makes quotes comparable and gives you something to cut if the budget is tight.

Then list your existing systems: accounting software, ERP, spreadsheets, a website, a payment provider. Integrations cause more surprises than any other part of a project. Also say where your data lives and how clean it is. Moving ten years of messy customer records is real work, and an agency can't price it if it doesn't know it exists.

Budget, deadline and what "done" means

Share a budget range. Some people hold it back, afraid the agency will spend all of it. In practice it does the opposite: it lets the agency tell you what is possible, and say honestly when the budget and the wishes don't match. Without it you get quotes for projects of very different sizes.

Give the real reason for the deadline too. A trade show on a fixed date is a hard limit. "Sometime in spring" is flexible, and the agency may be able to offer a smaller first version sooner. Finally, write down how you will know it is finished: which tasks a user can complete, how it behaves with real data, and who signs it off.

Good brief or vague brief?

Reads like a good brief

  • States the problem and what it costs today
  • Names the users and how many there are
  • Separates must-haves from nice-to-haves
  • Lists existing systems and where the data lives
  • Gives a budget range and the reason for the deadline

Reads like a vague brief

  • Describes screens and features, not the problem
  • Says "modern" and "user friendly" without detail
  • Treats every feature as equally important
  • Forgets about integrations and old data
  • Has no budget and no definition of done

Questions people also ask

How long should a software brief be?

Two to four pages is usually enough. Clear answers to the basic questions matter more than length. If you're unsure about parts, say so and let the agency suggest a short discovery phase.

Should I tell agencies my budget?

Yes, give a range. It helps the agency propose something that fits, and it makes the quotes comparable. A good agency will tell you if the range and the scope don't match, rather than quietly taking the top of it.

Do I need to choose the technology in the brief?

No, unless you have a real constraint, such as a system you must integrate with or a platform your IT team supports. Describe the problem and the limits, and let the agency recommend the technology and explain why.

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