The best time to find out an app can’t support a critical part of your store is before you sign the contract.
That sounds obvious. It still happens because requirements are often reduced to a short feature list: product catalog, push notifications, loyalty, checkout, analytics.
The words hide the hard parts.
“Supports loyalty” may mean the app displays a points balance but can’t redeem rewards at checkout. “Integrates with Shopify” may mean it imports products but doesn’t preserve your bundles, search rules, subscriptions, markets, or custom account logic.
A useful requirements document starts with the way your store and team work today. It then defines what the app must preserve, what it should improve, and who will own each part after launch.
Use this checklist before comparing app builders, briefing an agency, or planning custom development.
How to Use the Checklist
Don’t mark every item as mandatory.
Give each requirement one of four priorities:
| Priority | Meaning |
|---|---|
| Must have | The app can’t launch without it |
| Important | Valuable for launch, but a defined workaround may be acceptable |
| Later | Belongs on the post-launch roadmap |
| Not needed | Doesn’t fit the store or customer journey |
Add an owner and acceptance test to every must-have requirement.
For example, “subscriptions must work” is vague. A better requirement is: “An existing subscriber can sign in, see the next order date, swap a product, skip one delivery, and update payment details without contacting support. The ecommerce lead will test the journey using a real customer account.”
That level of specificity makes vendor demonstrations and quality assurance much more useful.
1. Define What the App Needs to Achieve
Start with the job the app needs to do.
- We have defined the main business goal for the app.
- We have identified the customer group the app is primarily for.
- We have a clear reason for those customers to install it.
- We know how the app will complement the website, email, SMS, loyalty, stores, and other channels.
- We have chosen a small set of commercial and customer outcomes to measure.
- We have estimated the addressable audience, adoption range, and total budget.
- We know what would make us delay or cancel the project.
The goal might be to improve repeat purchasing, make loyalty more useful, increase customer frequency, support subscribers, or create a better mobile experience for a high-value audience.
Avoid goals such as “launch an app” or “increase engagement.” They describe an output and a broad metric, not the value the app should create. Once the goal is clear, document the existing store and journeys the app has to preserve.
2. Map the Store and Journeys the App Must Preserve
Document the store before designing the app.
- We have mapped the main journey from discovery to checkout.
- We have mapped login, account, order tracking, returns, and support journeys.
- We have documented the most complex products and purchase options.
- We have listed every third-party tool that appears in a customer journey.
- We have recorded all markets, currencies, languages, and regional storefront rules.
- We have identified custom website features or logic that a standard demo may not show.
- We have ranked journeys by customer use and commercial importance.
Use real examples. Include a subscription product, a bundle, a discounted order, a loyalty redemption, an international order, and any product with unusual variants or personalization.
The app doesn’t need to copy every page from the website. It does need to support the journeys customers rely on. Product discovery is usually the first place where missing details become visible.
3. Preserve Search, Navigation, and Merchandising
The app needs to preserve the ways customers find products and the tools your team uses to put the right products in front of them.
- Navigation matches the catalog’s size and structure.
- Search supports the queries, synonyms, misspellings, and product codes customers use.
- Filters and sorting cover the attributes that matter in this category.
- Product availability, pricing, and inventory stay current.
- Merchandising teams can feature collections, campaigns, and new products without a developer.
- Deep links can open the correct product, collection, content page, or search result.
- Recently viewed products, wishlists, or saved items behave consistently across sessions where required.
If your website uses a specialist search or personalization platform, ask to see its real behavior in a test app. A provider logo on an integrations page isn’t an acceptance test.
4. Test Your Most Complex Product Pages
The cleanest product page won’t expose the limits of an app. Start with the products that have the most variants, rules, media, and buying options.
- Images, video, zoom, descriptions, pricing, and availability display correctly.
- All required variants and product options can be selected.
- Bundles, subscriptions, personalization, pre-orders, or deposits work where relevant.
- Reviews, size guides, compatibility tools, and delivery estimates are available.
- Promotions and member pricing display accurately.
- Back-in-stock, price-drop, or wishlist actions connect to the correct customer account.
- Product structured data and analytics events are mapped where needed.
Test the most difficult product, not the cleanest one. If that journey works, standard products are less likely to cause a surprise later. Then carry the same product rules into the cart and checkout.
5. Keep Cart and Checkout Rules Intact
Checkout should follow the same commercial rules as the website unless there’s a deliberate reason to change them.
- Discounts, gift cards, store credit, and loyalty rewards work.
- Shipping methods, delivery rules, taxes, and duties are correct by market.
- The required payment methods are available.
- Express checkout and relevant mobile wallets work as expected.
- Cart contents remain available when a customer returns.
- The app handles out-of-stock items, price changes, and invalid promotions clearly.
- Checkout analytics and error reporting capture drop-off and failures.
- Orders flow into the same fulfillment, customer service, and reporting systems as web orders.
Run test orders through every important combination. A checkout that works with a full-price domestic order may fail with a loyalty reward, international address, or subscription product. Account requirements sit across many of those same journeys, so define them next.
6. Make Existing Customer Accounts Work
Account journeys connect checkout, loyalty, subscriptions, order history, returns, and customer preferences. Test them as complete journeys rather than isolated screens.
- Customers can browse without signing in unless login is essential to the experience.
- Registration, login, password recovery, and verification are usable on mobile.
- Sessions persist for a reasonable period without weakening security.
- Existing website accounts work in the app.
- Order history, tracking, returns, and account details are accessible.
- Loyalty and subscription management journeys are complete.
- Customers can manage notification and privacy preferences.
- Account deletion is available in the required places.
Apple requires apps that support account creation to let users initiate account deletion within the app. Google Play requires an in-app deletion path and an external web resource for apps that allow account creation. Review the current Apple account deletion guidance and Google Play account deletion requirements while defining this journey.
7. Define Push, Deep Links, and Customer Preferences
Push only creates value when the message reaches the right customer and opens the right place in the app.
- The app asks for notification permission at a useful moment and explains the value.
- The team can send campaigns to useful customer segments.
- Automated messages can respond to events such as cart abandonment or back-in-stock status.
- Notifications open the intended destination inside the app.
- Email, SMS, and push preferences can be managed without confusing the customer.
- Campaign naming, tracking, attribution, and holdout testing are defined.
- Frequency controls and quiet-hour rules are documented.
Push shouldn’t be specified as a single yes-or-no feature. The requirement needs to cover permission, segmentation, triggers, content, deep links, measurement, and customer control. Each of those capabilities also depends on data moving reliably between the app and the rest of the commerce stack.
8. Verify the Platform, Integrations, and Data Flows
A feature isn’t complete when it appears in the interface. The data behind it also needs to move reliably between the app, your ecommerce platform, and the rest of your stack.
- Product, price, inventory, order, and customer data sync in the required direction and timeframe.
- The app supports the current ecommerce platform configuration.
- Loyalty, subscriptions, reviews, search, support, analytics, and personalization tools work across the full journey.
- Integration ownership is clear when one vendor changes an API or SDK.
- Failure behavior and retry logic are documented for important data flows.
- Test and staging environments are available where needed.
- The team knows which integrations are standard, custom, partner-built, or unsupported.
Ask who supports the connection after launch. Two vendors saying they integrate doesn’t tell you who investigates when customer data stops syncing. Once the underlying systems work, test how the complete experience behaves under real conditions.
9. Set Design and Accessibility Requirements
The app should feel consistent with your brand while still behaving like software designed for a phone.
- The app uses the brand’s current visual system without becoming difficult to maintain.
- Navigation follows familiar iOS and Android patterns where useful.
- Key journeys work across the supported screen sizes and orientations.
- Text, contrast, touch targets, focus states, and screen-reader behavior meet the accessibility standard chosen for the project.
- Loading, empty, offline, and error states are designed.
- The app doesn’t feel like a reduced version of the website.
- The design system can support future features and campaigns.
Don’t evaluate design only from static screens. Test how the app behaves with a slow connection, a long product title, a large cart, an expired session, and a failed payment.
10. Make Performance and Reliability Measurable
Words such as “fast” and “reliable” aren’t useful requirements until the team agrees on how to test them.
- We have defined supported operating-system versions and representative devices.
- We have targets for launch time, screen responsiveness, and key journey speed.
- The app handles weak or interrupted connections gracefully.
- Crashes, freezes, network errors, and failed transactions are monitored.
- The release process includes device testing and regression testing.
- There’s a rollback or mitigation plan for a bad release.
- Responsibilities for operating-system, SDK, API, and security updates are documented.
Use targets that can be measured. “The app should be fast” isn’t a test. Define the device, network condition, action, and acceptable result. The same principle applies to analytics: define the events and expected data before development is finished.
11. Plan Analytics Before Development Ends
Decide what the team needs to measure while there is still time to build the required events, identities, and campaign parameters into the app.
- The app has a documented event and property taxonomy.
- Acquisition sources can be tracked from promotion to install where practical.
- Installation, activation, product discovery, cart, checkout, purchase, and retention events are covered.
- App and mobile web use comparable commerce definitions.
- Customer identity can be connected across app and web with appropriate consent.
- Revenue, refunds, cancellations, and gross profit can be reconciled with commerce records.
- Push campaigns and automations have consistent attribution rules.
- Product, marketing, ecommerce, and technical teams know which dashboards they own.
Plan analytics before development is finished. Retrofitting identity, campaign parameters, or missing commerce events after launch makes the first months of data much less useful.
12. Cover Privacy, Security, and Compliance
Every SDK, permission, account journey, and customer-data flow can create privacy or security work. Document that work before submission.
- Data collection is limited to what the app needs.
- Every SDK and third party that collects or receives data is documented.
- Consent and permission prompts meet platform and legal requirements.
- The privacy policy covers the app’s data collection, sharing, retention, and deletion practices.
- Apple App Privacy and Google Play Data safety declarations have an owner.
- Authentication, encryption, secrets, and access controls have been reviewed.
- The app supports data access, correction, and deletion requests where required.
- Regional requirements have been reviewed for every launch market.
- There’s a process for security incidents and vulnerable dependencies.
Apple requires a privacy policy link in App Store Connect and inside the app. Google Play also requires a privacy policy and a Data safety form, including the behavior of third-party SDKs. Use the current Apple App Review Guidelines and Google Play Data safety guidance as primary references.
This checklist isn’t legal advice. The project still needs a qualified review for the laws and regulated categories that apply to the business. Compliance also depends on who owns the developer accounts and controls the store relationship.
13. Keep Developer Accounts Under Brand Control
Account ownership affects access, app transfers, business continuity, and your ability to change providers later.
- The business will own its Apple Developer and Google Play developer accounts.
- The legal entity name, address, website, phone, and contact details are consistent.
- The business has the correct D-U-N-S record for organization enrollment.
- A durable company-owned email address is used for the account holder.
- Two-factor authentication and recovery methods are controlled by the business.
- Vendor and agency access uses named roles rather than shared credentials.
- The business controls bundle identifiers, package names, signing assets, and store listings.
- Contract terms cover app transfer and vendor exit.
Apple uses a D-U-N-S Number to verify legal entities enrolling as organizations. Google Play also requires organization accounts to supply a D-U-N-S number and verify their identity details. Check the current Apple enrollment requirements and Google Play organization account requirements before setting the launch timeline.
The account should belong to the brand, even if an app builder or agency handles submission. Apple states that an organization hiring a contract developer should enroll itself and add the developer to its team.
14. Prepare for App Store Review
Store review has its own assets, accounts, declarations, test data, and deadlines. Plan it as part of the project rather than an upload at the end.
- The app name, subtitle, descriptions, categories, and keywords are prepared.
- The icon, screenshots, preview assets, and promotional copy reflect the real app.
- Support, marketing, privacy, and account-deletion URLs are live.
- Age rating and content declarations are complete.
- Reviewers will receive a working demo account and clear instructions.
- Back-end services and test data will remain available during review.
- The team has time to respond to questions or rejection before the planned launch date.
- Store metadata has an owner after launch.
Don’t treat submission as a file upload at the end of development. Store assets, business verification, declarations, test accounts, and policy checks can all affect the schedule. Approval gets the app into the stores, but adoption determines whether the launch creates value.
15. Plan Promotion and Adoption
Distribution doesn’t begin in the app stores. It begins with the customers and channels your brand can already reach.
- The launch audience and rollout method are defined.
- Beta testing includes real customers and internal stakeholders.
- Website, email, SMS, packaging, stores, support, and social promotion are planned where relevant.
- The install value proposition is clear and consistent across channels.
- Deep links and attribution work before campaigns begin.
- The first-session and first-purchase journeys are measured.
- Customer support has scripts and escalation paths for app issues.
- Ratings and reviews have an ethical response and prompt strategy.
A technically complete app can still fail if the brand has no plan to move the right customers into it. Once those customers arrive, someone also needs to keep the channel useful and current.
16. Assign Ongoing Ownership and Maintenance
Once the launch project ends, responsibility needs to transfer to people who can keep the mobile app current, useful, and reliable.
- One person is accountable for the app as a channel.
- Storefront, marketing, product, engineering, data, support, and vendor responsibilities are documented.
- The team knows which website changes update the app automatically and which require separate work.
- Release, testing, and approval processes are defined.
- Operating-system and app-store deadlines are monitored.
- Bugs, reviews, support issues, and feature requests enter a shared backlog.
- App performance and economics are reviewed on a fixed schedule.
- The budget includes maintenance, improvement, and eventual migration or exit.
The most expensive operational problem is often duplicate storefront management. If every campaign, layout, feature, and integration must be rebuilt for the app, include that work in the requirements and cost model before launch.
Turn the Checklist Into a Vendor Test
The finished document should make vendor evaluation concrete.
Give each provider the same must-have requirements and ask for one of four responses:
| Response | Meaning |
|---|---|
| Works now | Available in a current production app |
| Configurable | Can be implemented without custom product development |
| Custom work | Requires scoped development, cost, testing, and maintenance |
| Not supported | Can’t be delivered within the proposed approach |
Ask for evidence. A live demonstration using your data is stronger than a slide. A test build is stronger than a recorded demo. A contract commitment with acceptance criteria is stronger than a sales promise.
Final Thoughts
A useful requirements document isn’t the longest possible list of features. It’s a clear record of what the app needs to achieve, which customer journeys it must preserve, how the finished product will be tested, and who will own it after launch.
Start with the parts of your current store that customers and the business can’t afford to lose. Turn vague claims such as “supports subscriptions” or “integrates with loyalty” into specific scenarios and acceptance tests. Then give every provider the same requirements and ask them to prove what works today, what needs custom development, and what isn’t supported.
That work takes time up front, but it makes proposals easier to compare and reduces the chance of discovering a critical limitation after the contract is signed. Once the document is ready, use our guide to choose an ecommerce mobile app builder and the deeper ecommerce mobile app features checklist to evaluate the product itself.


