Goals
Describe measurable product objectives, success metrics, business context, and constraints so designers and stakeholders agree on priorities, performance targets, and nonfunctional requirements that shape implementation choices.
Use this document to align stakeholders, reduce rework, set clear acceptance criteria, and create a permanent record of design decisions. Properly completed, it improves delivery predictability and provides an auditable trail suitable for electronic execution under ESIGN and applicable state law.
Typical users include product designers, product managers, and cross-functional engineers who need a shared source of truth for requirements and approvals.
The document also serves legal, procurement, and QA stakeholders as a reference for scope changes, invoicing, and compliance reviews.
Describe measurable product objectives, success metrics, business context, and constraints so designers and stakeholders agree on priorities, performance targets, and nonfunctional requirements that shape implementation choices.
Define primary and secondary user personas with behaviors, goals, pain points, and job-to-be-done scenarios to guide interaction design and acceptance test coverage across user flows.
List features, inputs, outputs, data models, API interactions, permissions, and edge cases with enough precision for engineering estimation and test definition without prescribing implementation patterns.
Attach annotated wireframes, component states, accessibility requirements, responsive breakpoints, and interaction notes to minimize interpretation gaps during development and QA, including design tokens and animation timing.
Provide pass/fail test cases, performance thresholds, error handling expectations, and sign-off checkpoints with links to test fixtures and sample data sets so QA and product can verify completion objectively.
Record revisions, author, date, rationale, and approved signers for each change to preserve traceability and support audits or dispute resolution, including links to prior document versions and decision minutes.
| Field | Configuration |
|---|---|
| Signers order | Choose sequential or parallel signing with role assignment. |
| Authentication | Select email, SMS one-time code, knowledge-based, or SSO. |
| Conditional fields | Configure fields to show or hide based on prior answers. |
| Reminders | Set automated reminder cadence and escalation rules for signers. |
| Storage | Save executed documents to cloud repository with access controls. |
The document can be shared and executed through eSignature platforms supporting PDF/DOCX, basic authentication, and integrations with common enterprise tools.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor and plan | Varies by vendor and plan | Varies by vendor and plan | Varies by vendor and plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies | Varies |
Allow export to PDF/A for archival, standard PDF for sharing, and DOCX for editable copies; include a certificate of completion and embedded audit trail in the exported file.
Attach wireframes, user research artifacts, acceptance test cases, and third-party approvals as exhibits; reference them by filename and version to avoid ambiguity during reviews.
Maintain a change log with timestamps, author, and rationale for edits; enable quick rollback to prior versions when disputes or regressions occur during implementation.
Assign read, comment, and sign permissions; segregate reviewer roles from approvers and restrict download or export based on confidentiality needs.
Owns acceptance criteria, prioritization, and final business sign-off. Responsible for aligning stakeholders, approving scope changes, and confirming deliverables meet success metrics before sign-off to trigger billing and release activities.
Reviews terms, IP clauses, and signatory authority; advises on confidentiality, warranties, and liability language. Legal provides mandatory edits for high-risk projects and approves the final version when contract-like obligations are present.