SaleQMS working template

Customer needs record

Create a shared and traceable understanding before solution design.

All templates

Editable: click the guidance text under each heading and replace it with your organisation information. Use Print / save as PDF when complete.

Header: record owner, date, version, opportunity or customer reference, approval status and next review.

Stakeholders and intended users

Record the minimum reliable information, its source, owner and status. Mark unknowns explicitly rather than converting assumptions into facts.

Stated, implied and obligatory needs

Record the minimum reliable information, its source, owner and status. Mark unknowns explicitly rather than converting assumptions into facts.

Current situation and desired outcome

Record the minimum reliable information, its source, owner and status. Mark unknowns explicitly rather than converting assumptions into facts.

Constraints, dependencies and assumptions

Record the minimum reliable information, its source, owner and status. Mark unknowns explicitly rather than converting assumptions into facts.

Acceptance and decision criteria

Record the minimum reliable information, its source, owner and status. Mark unknowns explicitly rather than converting assumptions into facts.

Open questions, owners and confirmation status

Record the minimum reliable information, its source, owner and status. Mark unknowns explicitly rather than converting assumptions into facts.

Example structure · Adapt to context and risk · Do not capture personal or confidential information unless your approved system and retention controls permit it.

OwnerSaleQMS editorial
Expert reviewCommercial & quality method
StatusControlled · Example template
Reviewed22 Aug 2026 · event-driven
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