WorldNet Proposal Generator V5.6

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.

Quote Attachment (optional)

Attach Quote or Pricing Document

Choose Quote Files (PDF, CSV, Text) — multiple files allowed

Attach a quote PDF or CSV so Claude can reference equipment models and details. Pricing will not appear in the generated documents.

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)

🔒 Security – Managed Edge / Fortinet

MSE Managed Secure Edge (FortiGate – As-a-Service) MS 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)

Equipment Details

🔒 Security — FortiGate

Only fill this when no redundancy standard is selected. When redundancy is selected, the FortiGate is captured there.

FortiGate Model

FortiGuard License

📡 Managed LAN — FortiSwitch

Switch Model

Quantity

📶 Managed WiFi — FortiAP

AP Model

Quantity

SSIDs

Corporate Guest IoT

📞 Hosted PBX (WorldNet Cloud)

Extension Types

Basic Users

Advanced Users

Premium Users

Premium + ACD

Premium + ACD + Recording

Bundles & Features

Bundle Feature 1 (Unlimited PR/USA + Auto-Attendant + Music on Hold) Bundle Feature 2 (Bundle 1 + Soft Console) Call Recording Add-on

📞 3CX UC System

Number of Extensions

SIP Trunks

SIP Channels

Features

ACD / Call Center Call Recording Voicemail to Email

📞 SIP Trunk / SIP Channel / SIP Lines

SIP Trunks

SIP Channels

SIP Lines

🛡️ Security Services

Number of Endpoints / Devices

💾 Business Continuity

Servers to Protect

Total Data Size (TB)

📞 Voice & Unified Communications

Hosted PBX (WorldNet Cloud) 3CX UC System SIP Trunk / SIP Channel / SIP Lines

💾 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

Network Redundancy

Select the redundancy standard that applies to this project. Leave unselected if no redundancy is included.

None No redundancy SD-WAN Dual WAN path selection Redundancy 1 2 providers, 1 router Redundancy 2 2 providers, 2 firewalls, VRRP Redundancy 3 2 providers + internet, edge switches Redundancy 4 Transport-only + internet provider

Secondary Circuit

Provider Name

NNI

Total Bandwidth

Internet Port

Voice (Mbps)

Data (Mbps)

Internet (Mbps)

SD-WAN Configuration

FortiGate Model (skip if MSE already selected above)

FortiGuard License

Customer Switch Model (skip if Managed LAN selected)

Redundancy 1 Configuration

Router / Firewall Model

Customer Switch Model (skip if Managed LAN selected)

Redundancy 2 Configuration

Firewall 1 Model (VRRP Master)

Firewall 2 Model (VRRP Backup)

WorldNet Switch Model

Redundancy 3 / 4 Configuration

Switch Edge 1 Model

Switch Edge 2 Model

Firewall 1 Model (VRRP Master)

Firewall 2 Model (VRRP Backup)

Customer Switch Model

Second Customer Switch?

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