WorldNet Proposal Generator V3

ETS Information

Pre-Sales Consultant *

Proposals are tracked under your name

ETS Email *

Auto-filled — proposal will be emailed here

Sales ID *

Customer Information

Business Name *

Contact Name *

Contact Email *

Industry (optional)

Helps tailor proposal language to the customer's sector

Project Description

Describe the project *

Be as detailed as possible — this is the primary input Claude uses to write the documents

Attach Requirements Document (optional)

Upload RFP, SOW, or Requirements (PDF, Text, CSV) — multiple files allowed

Customer-Owned Equipment

Check this box if the customer has network equipment that is NOT under a WorldNet managed contract. This will add the appropriate disclaimer to all generated documents.

⚠️ Customer has non-managed equipment (not under a WorldNet contract)

List the customer-owned equipment (optional — leave blank for generic disclaimer)

Claude will write a customized disclaimer for each document referencing this equipment specifically. If left blank, a generic disclaimer will be used.

Pricing Information (optional)

Include pricing in the Technical Description

Solution Type

Check all products and services included in this proposal. This tells Claude exactly what is being sold so the documents are accurate and specific.

🌐 Connectivity & Internet

Dedicated Internet Access (DIA) – Fiber Dedicated Internet Access (DIA) – Wireless Broadband Internet – Asymmetric (GPON / Wireless) MPLS / Private Data Network SD-WAN

☁️ Cloud Services

Virtual Servers / IaaS Cloud Business Continuity (Off-Premise / DR) Cloud Direct / Hosted Applications ShareSync (Cloud File Storage)

🔒 Security – Managed Edge / Fortinet

MSE Managed Secure Edge (FortiGate – As-a-Service) MS Secure Edge – Service Only (Customer-Owned FortiGate) Managed FortiAnalyzer / Advanced Reporting Email Security (FortiMail / DLP / Anti-Spam) Endpoint Protection (FortiClient EMS / ZTNA) EDR – Endpoint Detection & Response MDR over EDR (SOC Monitoring) SIEM as a Service

📡 Managed Network Equipment

Managed WAN (FortiGate Router) Managed LAN (FortiSwitch) Managed WiFi (FortiAP)

📞 Voice & Unified Communications

Hosted PBX (WorldNet Cloud) 3CX UC System SIP Trunks / SIP Lines Microsoft Teams Voice Integration

💾 Business Continuity – On-Premise

BCA On-Premise (Dell/HPE Appliance + Veeam) Data Center Colocation

🎓 Other

E-Rate (Government / Education) MSP Concierge Desk IT Consulting Structured Cabling

Documents to Generate

Select one or more. Each document is generated separately and emailed as its own attachment.

📋 Technical Description Pre-sale. Sent with the quote to the customer. ✓ Selected 🤝 Kickoff Meeting Post-sale. Internal handoff to Operations. ✓ Selected 📝 Statement of Work Formal contract document. Signed by client. ✓ Selected

Please select at least one document type.

📝 Additional information needed for the Statement of Work

Client Address *

Appears on the SOW cover page

Language

Proposal language *

English

Spanish (Puerto Rico)

Technical terms remain in English regardless of language selected. Kickoff Meeting is always generated in Spanish.

WorldNet Telecommunications