Software Development Project Intake

Scoping questionnaire for custom software development: features, tech stack, security, and integrations—with AI technical briefs.

Template guide & FAQ
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Template guide

Overview

Move from 'vague idea' to 'technical scope'. Capture the problem, core features, and technical constraints in one pass before you architect the solution.

Who should use this template

  • Software agencies
  • Technical co-founders
  • Product managers

What this template covers

Product vision

  • Product idea
  • Problem solved
  • Target users

Technical constraints

  • Preferred tech stack
  • Integrations required
  • Security requirements

Planning

  • Core features
  • Mobile/Web platforms
  • Budget and timeline

From responses to AI summary

FormGenyus is built for workflows where raw answers are long. Here is an illustrative example of how a summary differs from raw text (not from a live submission).

Sample raw response

Building a custom inventory tool; needs to connect to Shopify; tech: React/Node; budget $50k; timeline 3mo…

Technical scope brief

  • Focus: Custom inventory management tool for internal retail ops
  • Stack: React/Node preference with Shopify API integration
  • Complexity: High dependency on Shopify webhook and data sync architecture

FAQ

Does this replace a PRD?
It is the 'pre-discovery' for a PRD (Product Requirements Document), focusing on high-level constraints and goals.