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Market ResearchTop 10 Best Bid Preparation Software of 2026
Top 10 Bid Preparation Software picks for 2026. Compare tools like Qwilr, RFPIO, and QorusDocs to choose the best fit. Explore now
How we ranked these tools
Core product claims cross-referenced against official documentation, changelogs, and independent technical reviews.
Analyzed video reviews and hundreds of written evaluations to capture real-world user experiences with each tool.
AI persona simulations modeled how different user types would experience each tool across common use cases and workflows.
Final rankings reviewed and approved by our editorial team with authority to override AI-generated scores based on domain expertise.
Score: Features 40% · Ease 30% · Value 30%
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Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
Qwilr
Interactive, link-based proposal pages built from reusable templates
Built for sales and bid teams needing fast, interactive proposals with repeatable templates.
RFPIO
Response Library with guided reuse of compliant proposal content
Built for mid-size to enterprise bid teams standardizing responses and approvals at scale.
QorusDocs
Template-driven bid pack generation with governed reusable content libraries
Built for bid teams needing controlled template automation with reusable content governance.
Related reading
Comparison Table
This comparison table evaluates bid preparation software options, including Qwilr, RFPIO, QorusDocs, RFx Suite by Loopio, and Bidsketch. It summarizes how each platform handles content creation, response automation, collaboration, document versioning, and proposal workflows so teams can match tooling to procurement and bid requirements.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Qwilr Creates and manages proposal pages and bid-ready documents with templates and content styling for client-ready submissions. | proposal design | 8.5/10 | 8.7/10 | 8.6/10 | 8.1/10 |
| 2 | RFPIO Centralizes bid and RFP responses with knowledge bases, playbooks, and drafting workflows that reduce turnaround time. | RFP automation | 8.1/10 | 8.6/10 | 7.9/10 | 7.6/10 |
| 3 | QorusDocs Generates bid and proposal documents from structured content and templates with approvals and version control. | bid document automation | 7.9/10 | 8.4/10 | 7.7/10 | 7.4/10 |
| 4 | RFx Suite by Loopio Supports bid preparation by capturing RFP requirements, coordinating responses, and building reusable response libraries. | RFP response workflow | 8.0/10 | 8.2/10 | 7.7/10 | 8.0/10 |
| 5 | Bidsketch Builds bid and proposal documents with collaboration features, templates, and guided response assembly for sales teams. | proposal generation | 7.6/10 | 8.2/10 | 7.7/10 | 6.8/10 |
| 6 | PandaDoc Produces proposal and bid documents from templates with e-sign workflows and managed document collaboration. | document and e-sign | 7.3/10 | 7.8/10 | 7.2/10 | 6.8/10 |
| 7 | Proposify Creates proposal packages with reusable content blocks, tracking, and structured approval steps for bid responses. | proposal management | 7.7/10 | 8.2/10 | 7.6/10 | 7.2/10 |
| 8 | Planful Supports bid planning and budgeting with financial modeling, cost forecasts, and scenario-based planning for proposal math. | bid budgeting | 8.0/10 | 8.4/10 | 7.6/10 | 7.7/10 |
| 9 | Vena Solutions Builds bid and budgeting models with Excel-based workflows, data integrations, and approval controls for estimating deliverables. | budget modeling | 8.1/10 | 8.6/10 | 7.8/10 | 7.9/10 |
| 10 | Conga Composer Automates quote, proposal, and bid document generation from data sources and templates with governance for enterprise output. | data-driven documents | 7.0/10 | 7.2/10 | 6.8/10 | 7.0/10 |
Creates and manages proposal pages and bid-ready documents with templates and content styling for client-ready submissions.
Centralizes bid and RFP responses with knowledge bases, playbooks, and drafting workflows that reduce turnaround time.
Generates bid and proposal documents from structured content and templates with approvals and version control.
Supports bid preparation by capturing RFP requirements, coordinating responses, and building reusable response libraries.
Builds bid and proposal documents with collaboration features, templates, and guided response assembly for sales teams.
Produces proposal and bid documents from templates with e-sign workflows and managed document collaboration.
Creates proposal packages with reusable content blocks, tracking, and structured approval steps for bid responses.
Supports bid planning and budgeting with financial modeling, cost forecasts, and scenario-based planning for proposal math.
Builds bid and budgeting models with Excel-based workflows, data integrations, and approval controls for estimating deliverables.
Automates quote, proposal, and bid document generation from data sources and templates with governance for enterprise output.
Qwilr
proposal designCreates and manages proposal pages and bid-ready documents with templates and content styling for client-ready submissions.
Interactive, link-based proposal pages built from reusable templates
Qwilr stands out with an interactive, link-shareable proposal builder that turns bid content into dynamic customer-ready pages. It supports visual templates, live content editing, and structured sections for creating consistent bid responses across documents. Collaboration features help teams review and refine proposal drafts before submission. Its strongest fit is turning bid requirements into polished proposal experiences with trackable sharing behavior.
Pros
- Interactive proposal pages with formatting that stays consistent across devices
- Template-driven authoring speeds up repeatable bid and RFP responses
- Inline review workflows support faster turnaround on shared drafts
- Rich content blocks handle text, media, and structured sections for bids
- Shareable links reduce friction versus repeatedly exporting static documents
Cons
- Complex bid artifacts can require more manual structuring than document editors
- Version control and audit depth are limited versus enterprise proposal suites
- Advanced permissions and role granularity may not fit highly regulated teams
Best For
Sales and bid teams needing fast, interactive proposals with repeatable templates
More related reading
RFPIO
RFP automationCentralizes bid and RFP responses with knowledge bases, playbooks, and drafting workflows that reduce turnaround time.
Response Library with guided reuse of compliant proposal content
RFPIO stands out for pairing guided bid collaboration with strong content governance for large proposal teams. It supports structured question libraries and reusable response blocks that streamline bid drafting and reduce off-message answers. Workflow and approvals keep bid content consistent across contributors and reviewers. Search and retrieval features help teams quickly find prior deal language and supporting collateral during preparation.
Pros
- Reusable response library with consistent answers across bids
- Bid workflows with approvals to control release-ready content
- Powerful search for past answers and relevant deal artifacts
- Strong governance for permissions and content ownership
Cons
- Setup of templates, taxonomies, and permissions can be time-intensive
- Interface can feel heavy for small teams with simple bids
- Collaboration works best with disciplined bid structure and tagging
- Integration breadth depends on implementation choices and configuration
Best For
Mid-size to enterprise bid teams standardizing responses and approvals at scale
QorusDocs
bid document automationGenerates bid and proposal documents from structured content and templates with approvals and version control.
Template-driven bid pack generation with governed reusable content libraries
QorusDocs stands out with its bid document automation and version-controlled content management for proposal teams. It supports proposal assembly workflows that help standardize responses across templates, sections, and reusable content libraries. It also focuses on compliance-ready document generation so teams can produce consistent bid packs for submission. Strong bid governance features reduce manual coordination across authors, reviewers, and finalizers.
Pros
- Reusable content libraries speed up consistent bid responses across opportunities
- Document automation reduces manual formatting and supports template-driven packs
- Version control and governance support safer multi-writer review cycles
Cons
- Workflow setup can take time for teams without established proposal structures
- Complex bid templates can create a steeper learning curve for authors
- Content modeling work can slow early adoption until libraries mature
Best For
Bid teams needing controlled template automation with reusable content governance
More related reading
RFx Suite by Loopio
RFP response workflowSupports bid preparation by capturing RFP requirements, coordinating responses, and building reusable response libraries.
Bid library with reusable answers and guided response assembly
RFx Suite by Loopio stands out for turning RFQ, RFP, and RFI intake into a managed bid workflow with reusable content blocks. It supports bid library and question tracking so responses can be assembled from prior submissions and tailored for each opportunity. Collaboration features help coordinate authorship and approvals so teams can respond within defined timelines.
Pros
- Bid library accelerates response drafting with reusable answers and templates
- Question tracking keeps response coverage aligned with the source RFx
- Collaboration and review workflows support coordinated bid production
Cons
- Setup and content structuring take time before teams gain speed
- Complex bid scoring logic can be restrictive for nonstandard evaluation formats
Best For
Sales and bid teams standardizing RFx responses with collaborative workflows
Bidsketch
proposal generationBuilds bid and proposal documents with collaboration features, templates, and guided response assembly for sales teams.
Proposal tracking dashboard that links sent bids to client opens, engagement timing, and activity status
Bidsketch stands out with interactive bid proposals built from structured sections, fields, and reusable content blocks that reduce repetitive editing. The platform supports proposal collaboration using versioned workspaces, stakeholder feedback, and document export designed for bid submission workflows. It also includes automated bid tracking and analytics tied to client-facing proposal activity so teams can see which bids are engaged.
Pros
- Reusable bid sections speed proposal assembly across recurring opportunities
- Client-view activity tracking shows which prospects open proposals and when
- Collaboration workflow supports feedback loops before submission
Cons
- Complex bid setups can require more setup effort than simple editors
- Customization depth can feel constrained for highly bespoke proposal templates
- Analytics focus on proposal activity rather than full sales-cycle attribution
Best For
Sales teams preparing frequent RFP bids that need trackable, reusable proposals
PandaDoc
document and e-signProduces proposal and bid documents from templates with e-sign workflows and managed document collaboration.
Real-time proposal analytics with document views, opens, and link interaction tracking
PandaDoc stands out for turning bid and proposal documents into interactive, trackable assets built from templates. It supports guided document creation with reusable sections, conditional content, and e-signature workflows that fit bid approval cycles. Built-in analytics track opens, views, and link interactions, which helps sales and bid teams refine messaging during pursuit. Document management features centralize versions and assets so teams can reuse bid components across proposals.
Pros
- Template-driven proposal building speeds bid assembly with consistent branding
- Interactive elements and tracked engagement help teams target follow-ups
- Reusable sections reduce rework across similar bid packages
- E-signature integration supports approvals and customer confirmations
- Versioned documents support controlled updates during proposal cycles
Cons
- Complex bid logic can be harder to model than simple templates
- Collaboration and workflow controls feel lighter than specialized bid platforms
- Reporting focuses on document activity more than full bid lifecycle milestones
- Customization for niche procurement formats can require manual layout work
Best For
Bid teams needing fast templated proposals with engagement tracking and signatures
More related reading
Proposify
proposal managementCreates proposal packages with reusable content blocks, tracking, and structured approval steps for bid responses.
Proposal analytics that track recipient views and engagement across sent proposals
Proposify distinguishes itself with bid and proposal workflows built around templates, guided forms, and collaboration features that speed up pre-sales document creation. Core capabilities include quote and proposal content blocks, e-signature-ready proposal packages, and built-in analytics that show when recipients view and interact with proposals. The system supports conditional sections and dynamic document generation so bids can be tailored to each prospect without rebuilding documents from scratch.
Pros
- Template-driven proposals with reusable sections for consistent bid responses
- Recipient engagement analytics show views and activity during the proposal lifecycle
- Dynamic form inputs populate proposal content to reduce manual editing
- Collaboration tools support internal review and version control before sending
Cons
- Advanced conditional logic can require careful setup to avoid template errors
- Customization options may feel limited compared with full document automation suites
- Analytics focus on proposal activity rather than granular bid responses and outcomes
Best For
Sales and bid teams needing guided, analytics-backed proposal creation without heavy customization
Planful
bid budgetingSupports bid planning and budgeting with financial modeling, cost forecasts, and scenario-based planning for proposal math.
Scenario planning tied to bid margin and cash forecast drivers
Planful stands out for bringing bid and financial planning under one workflow, connecting bid assumptions to forecast models. Teams can structure proposal inputs, manage versions, and route approvals inside a governed planning environment. The tool supports scenario planning so bid strategies can be tested against margin and cash impacts before submission.
Pros
- Bid assumptions can flow into forecasts for tighter margin visibility
- Scenario planning supports what-if analysis across bid cost and revenue drivers
- Approval workflows provide audit-ready control over proposal changes
Cons
- Bid-specific UX feels less streamlined than dedicated bid tools
- Building models and templates requires planning discipline and setup time
- Collaboration features are stronger for planning governance than proposal drafting
Best For
Enterprises standardizing bid costing with financial planning and approvals
More related reading
Vena Solutions
budget modelingBuilds bid and budgeting models with Excel-based workflows, data integrations, and approval controls for estimating deliverables.
Model-driven, connected calculations that keep bid assumptions and outputs synchronized
Vena Solutions stands out with Excel-like financial modeling that connects to bid and cost build-ups. It supports structured planning, centralized data modeling, and automated calculations for proposal volumes and pricing logic. The platform’s strengths show up when bids reuse standardized assumptions and require traceable outputs across versions.
Pros
- Excel-based modeling helps teams build bid cost logic quickly
- Central data models reduce version drift across proposal iterations
- Automated calculations support consistent pricing and volume assumptions
- Reusable model components speed updates for recurring bid templates
Cons
- Set-up requires strong model design discipline to avoid errors
- Non-model users may struggle without training and governance
- Bid document formatting still needs external proposal tooling
Best For
Engineering and finance teams standardizing repeatable bid cost models in spreadsheets
Conga Composer
data-driven documentsAutomates quote, proposal, and bid document generation from data sources and templates with governance for enterprise output.
Bid template automation with variable data mapping to Salesforce fields via Composer
Conga Composer stands out by generating bid and proposal content from structured templates tied to Salesforce data models. It supports automated document assembly and dynamic field mapping to speed the creation of consistent bid responses. The solution focuses on template-driven outputs and reuse, which suits organizations that maintain governed proposal libraries. It is best evaluated for bid desks that already rely on Salesforce workflows and standardized content blocks.
Pros
- Template-driven document generation produces consistent bid responses
- Strong integration pattern with Salesforce records for data-backed proposal content
- Reusable variables and mappings reduce repeated manual editing during bid cycles
- Supports assembling complex documents from multiple content components
Cons
- Template setup requires expertise in composing and maintaining mappings
- Less ideal for ad hoc bid creation without existing template governance
- Document logic can become hard to manage as proposal variations multiply
Best For
Bid teams standardizing Salesforce-backed proposals using governed templates
How to Choose the Right Bid Preparation Software
This buyer’s guide explains what to evaluate in bid preparation software for building, governing, and tracking RFP and RFx responses. It covers tools including Qwilr, RFPIO, QorusDocs, Loopio RFx Suite, Bidsketch, PandaDoc, Proposify, Planful, Vena Solutions, and Conga Composer. It maps specific tool strengths to concrete buyer needs and highlights common implementation mistakes across these platforms.
What Is Bid Preparation Software?
Bid preparation software helps teams assemble bid and proposal content into submission-ready packages using templates, reusable blocks, and controlled workflows. It reduces manual effort for writing consistent responses and formatting bid documents while keeping approval and version control aligned with internal governance. Many tools also add engagement analytics such as recipient views and link interaction tracking to support follow-ups. Examples include Qwilr for interactive, link-shareable proposal pages and RFPIO for governed response libraries with approvals.
Key Features to Look For
The strongest bid preparation platforms combine content reuse, governed production workflows, and bid-ready outputs so teams can deliver faster without losing compliance or consistency.
Interactive, link-shareable proposal pages
Qwilr builds interactive proposal pages from reusable templates so bid content stays consistent across devices and can be shared via links instead of only exporting static documents. PandaDoc also supports interactive documents with analytics on views and link interactions, which helps teams validate what recipients engage with during a proposal cycle.
Reusable response libraries and governed content blocks
RFPIO provides a response library that standardizes compliant answers through guided reuse and workflow approvals. RFx Suite by Loopio and QorusDocs also center reusable content blocks and libraries so teams can assemble responses from prior answers while reducing off-message variation.
Template-driven bid pack or document generation
QorusDocs automates bid pack generation from structured content and templates with version control and governance so multi-author review cycles stay safer. Conga Composer generates bid and proposal documents from templates using variable mapping to structured data sources, which suits teams maintaining governed template libraries.
Collaboration workflows with review, approvals, and version control
RFPIO uses bid workflows with approvals so release-ready content is controlled across contributors and reviewers. QorusDocs adds version-controlled content management with governed multi-writer review cycles, while Bidsketch supports collaboration using versioned workspaces and stakeholder feedback before export.
Recipient engagement analytics for bid follow-ups
Bidsketch includes a proposal tracking dashboard that connects sent bids to client opens, engagement timing, and activity status. PandaDoc, Proposify, and Qwilr also deliver proposal analytics via document views, opens, and link interactions so teams can tailor follow-up actions.
Bid math and traceable cost modeling
Planful ties scenario planning to bid margin and cash forecast drivers so bidding teams can test strategies before submission. Vena Solutions brings Excel-based financial modeling with connected calculations and reusable model components, which keeps bid assumptions synchronized with estimating outputs across versions.
How to Choose the Right Bid Preparation Software
Choosing the right tool comes down to matching the production workflow and data model needs of each bid team to the capabilities of the platform.
Match the output type to how bids are shared
If bid teams need customer-ready experiences that are shareable as links, Qwilr is built for interactive, link-shareable proposal pages from reusable templates. If the organization needs trackable proposal assets with engagement reporting and e-sign readiness, PandaDoc and Proposify support interactive, templated proposals with analytics on recipient views and activity.
Choose governance depth based on team scale and compliance needs
For standardized responses across large bid teams with approvals and content ownership, RFPIO focuses on response library governance with workflow controls. For version-controlled automation and governed reusable content libraries, QorusDocs supports template-driven bid pack generation with safer multi-writer review cycles.
Assess how reusable content is built and searched
For guided reuse of compliant language, RFPIO pairs reusable response blocks with powerful search for past answers and supporting deal artifacts. For structured RFx intake that drives reusable answer assembly, RFx Suite by Loopio tracks questions and aligns response coverage to the source RFx using a bid library.
Confirm whether bid math belongs in the same workflow or in finance tools
If bid assumptions must flow into margin and cash forecasts with scenario planning, Planful ties proposal inputs to forecasting and approval workflows. If bid teams rely on Excel-like workflows with connected calculations and reusable model components, Vena Solutions is designed to keep pricing and volume assumptions synchronized.
Validate template and integration fit before adopting automation-heavy tools
If bid automation depends on mapping structured fields, Conga Composer expects governed templates and variable data mapping tied to Salesforce records. If teams lack established template structures, QorusDocs and RFPIO can take longer to set up because workflows and templates require disciplined authoring, taxonomy, and permissions.
Who Needs Bid Preparation Software?
Bid preparation software is used by teams that repeatedly produce proposal content, coordinate reviews, and need consistency, governance, and engagement visibility.
Sales and bid teams that need fast, interactive proposal experiences
Qwilr fits sales and bid teams that want interactive, link-shareable proposal pages built from reusable templates. PandaDoc also supports fast templated creation with interactive analytics and e-sign workflows for customer confirmation.
Mid-size to enterprise bid organizations standardizing compliant answers at scale
RFPIO suits bid teams that need strong content governance with workflow approvals, permission control, and a response library that enforces consistent answers. QorusDocs supports controlled template automation with version control for multi-writer review cycles.
Teams coordinating collaborative RFQ, RFP, and RFI response coverage
RFx Suite by Loopio works for sales and bid teams that manage RFx intake and need reusable content blocks assembled from a bid library tied to tracked questions. Bidsketch fits sales teams that prepare frequent RFP bids and need proposal tracking tied to client opens and engagement timing.
Enterprises that require bid costing, scenario planning, and audit-ready approvals
Planful is for organizations standardizing bid costing with financial planning and scenario analysis tied to margin and cash impacts. Vena Solutions supports engineering and finance teams that standardize repeatable bid cost models in spreadsheet-like workflows with traceable calculations.
Bid desks already using Salesforce-backed workflows and governed content libraries
Conga Composer is best for bid teams standardizing Salesforce-backed proposals using governed templates and variable mapping to structured CRM data. This matches organizations that maintain structured proposal components and can invest in template and mapping discipline.
Common Mistakes to Avoid
The most frequent failures come from underestimating setup discipline, overloading templates with complex logic, and choosing the wrong tool type for the intended output and workflow.
Treating reusable templates as zero-maintenance assets
Complex bid artifacts and structured sections often require manual structuring in Qwilr when bid requirements exceed straightforward template patterns. Conga Composer also requires expertise to compose and maintain template mappings, so template and variable governance must be treated as an ongoing workload.
Skipping governance work like taxonomy, permissions, and workflow setup
RFPIO setup of templates, taxonomies, and permissions can take time before teams gain speed, which can stall early adoption if governance is deferred. QorusDocs also requires workflow setup discipline so teams avoid steep learning curves when templates and content modeling work are incomplete.
Choosing analytics without aligning it to the actual bid follow-up process
Bidsketch, PandaDoc, and Proposify provide recipient engagement analytics such as opens and view activity, but teams still need internal processes to convert those signals into actions. Teams that expect granular bid outcome tracking may find these analytics focus more on proposal activity than on detailed bid response outcomes.
Mixing bid financial modeling with document generation without defining ownership
Planful and Vena Solutions excel at bid planning and cost modeling, but Vena Solutions still requires disciplined model design so errors do not propagate through pricing logic. Tools like Qwilr and QorusDocs focus on bid assembly and governance, so they cannot replace financial scenario planning and connected calculations without a dedicated planning or modeling workflow.
How We Selected and Ranked These Tools
we evaluated every tool on three sub-dimensions. Features scored with a weight of 0.4, ease of use scored with a weight of 0.3, and value scored with a weight of 0.3. The overall rating equals 0.40 × features + 0.30 × ease of use + 0.30 × value. Qwilr separated itself by combining high feature fit for bid outputs with link-based interactive proposals that reduce friction versus export-only workflows, which lifted both perceived ease of use and day-to-day value for bid teams.
Frequently Asked Questions About Bid Preparation Software
Which bid preparation tool best supports interactive, link-shareable proposals?
Qwilr is built for interactive proposal experiences that convert bid content into link-shareable pages with reusable visual templates and live editing. Qwilr collaboration features also support team review cycles before submission.
Which solution is strongest for standardizing bid responses with approvals and governed content reuse?
RFPIO pairs guided bid collaboration with a Response Library that supports reusable response blocks and a question library. Workflow and approvals keep contributors and reviewers aligned while search and retrieval helps teams reuse prior deal language.
Which platform should bid desks choose for version-controlled document generation and governed reusable libraries?
QorusDocs automates bid pack assembly using version-controlled content management and template-driven workflows. Its governed reusable content libraries reduce manual coordination across authors, reviewers, and finalizers.
Which tool handles RFQ, RFP, and RFI intake as a structured workflow with bid libraries?
RFx Suite by Loopio manages RFQ, RFP, and RFI intake into a single bid workflow with reusable content blocks. It also tracks questions and maintains a bid library so responses can be assembled and tailored across opportunities.
Which software adds client engagement visibility through proposal analytics?
Bidsketch ties sent bids to engagement tracking by showing when proposals are opened and interacted with. PandaDoc provides analytics for opens, views, and link interactions, while Proposify also reports recipient views and engagement for sent packages.
Which tools fit bid processes that require e-signature-ready proposal packages?
PandaDoc supports e-signature workflows inside templated bid and proposal documents so approval cycles match submission needs. Proposify also produces e-signature-ready proposal packages built from templates and guided forms.
How do bid preparation platforms typically integrate with existing data systems, and which tool is purpose-built for Salesforce?
Conga Composer generates bid and proposal content from structured templates tied to Salesforce data models using dynamic field mapping. This setup speeds assembly for teams that already maintain governed proposal libraries and Salesforce-backed workflows.
Which option is best when bid costing must connect to financial planning, scenario planning, and approvals?
Planful connects bid assumptions to forecast models and supports scenario planning to test bid strategies against margin and cash impacts. It also routes bid inputs and approvals in a governed planning environment.
Which solution is best for teams that want Excel-like, traceable bid cost models with connected calculations?
Vena Solutions provides Excel-like financial modeling that connects to bid and cost build-ups. It keeps standardized assumptions synchronized with traceable outputs across versions when bid components are reused.
What common problem should teams address when switching from manual bid drafting to structured platforms?
Manual drafting often causes off-message responses, so RFPIO reduces that risk with guided collaboration plus response library governance and approval workflows. QorusDocs also limits inconsistency by standardizing proposal assembly through template-driven generation and governed reusable content.
Conclusion
After evaluating 10 market research, Qwilr stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.
Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.
Tools reviewed
Referenced in the comparison table and product reviews above.
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