PRD Template for SaaS

A lightweight PRD template for a SaaS product - overview, goals and metrics, personas, requirements, scope, and risks, with SaaS-specific guidance.

Use this after your PR/FAQ holds up. Keep it to one to three pages and treat it as a living document, not a contract.

  1. 01

    Overview

    What is this and why are we doing it? Lift the customer and problem straight from your PR/FAQ.

    Example

    Ledger automates month-end close for finance teams under 50, who lose the first week of every month to manual reconciliation.

  2. 02

    Goals & success metrics

    Name the outcomes and the measurable signals that prove you hit them. Prefer input metrics you control.

    Example

    Cut average close time from 6 days to 1; 80% of reconciliations auto-matched without manual touch.

  3. 03

    Primary persona

    Who is the key user, their role, and their top pain points?

    Example

    Controller at a 200-person company; owns close; judged on speed and accuracy; drowning in spreadsheets.

  4. 04

    Functional requirements

    List what the product must do, each with a priority (high / medium / low). Write them as outcomes.

    Example

    FR-1 (high): Auto-reconcile transactions across connected systems and surface only exceptions.

  5. 05

    Scope & non-goals

    State explicitly what you are not building in this release. This is where scope creep dies.

    Example

    Non-goal for v1: multi-entity consolidation and custom reporting.

  6. 06

    Assumptions & risks

    What has to be true, and what could break it?

    Example

    Assumes integration coverage for the top five accounting systems; risk is breadth of edge-case connectors.

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