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Market ResearchTop 10 Best Bid Proposal Software of 2026
Compare the top Bid Proposal Software picks, ranking leading tools like Quotient, Qwilr, and PandaDoc. Explore the best options 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.
Quotient
Reusable proposal blocks with guided bid response workflow
Built for bid teams needing fast, consistent proposal assembly with guided reviews.
Qwilr
Interactive proposal pages with engagement tracking on recipient opens and clicks
Built for sales and proposal teams needing interactive bids with reusable templates and tracking.
PandaDoc
Proposal analytics dashboard with per-recipient view and activity tracking
Built for sales and bid teams standardizing interactive proposals with approvals and signatures.
Related reading
Comparison Table
This comparison table evaluates bid proposal software used to draft, customize, and send proposals across sales teams, including Quotient, Qwilr, PandaDoc, Proposify, and Bidsketch. Readers can compare proposal workflows, template and document automation, e-signature and approval options, and integrations so they can match each tool to the right bidding process.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Quotient Creates bid and proposal documents from templates and structured deal data, then supports versioning and sharing for client review. | proposal automation | 8.7/10 | 9.1/10 | 8.3/10 | 8.4/10 |
| 2 | Qwilr Generates interactive sales quotes and proposals with embedded content and analytics for stakeholder engagement. | interactive proposals | 8.3/10 | 8.6/10 | 7.9/10 | 8.2/10 |
| 3 | PandaDoc Builds proposal and quote documents, routes approvals, collects eSignatures, and supports tracked document activity. | document automation | 8.2/10 | 8.6/10 | 7.9/10 | 7.9/10 |
| 4 | Proposify Drafts proposals from reusable templates, enables collaboration, and tracks views and approval status across stakeholders. | proposal workflow | 8.2/10 | 8.5/10 | 8.0/10 | 8.0/10 |
| 5 | Bidsketch Centralizes bid content and automates proposal generation with collaborative review and audit-ready version control. | bid management | 8.2/10 | 8.6/10 | 7.9/10 | 7.8/10 |
| 6 | RFPIO Speeds RFP and bid response drafting with AI-assisted content reuse, workflow approvals, and compliance tracking. | RFP responses | 7.6/10 | 8.0/10 | 7.2/10 | 7.3/10 |
| 7 | Better Proposals Produces branded proposals and quotes with template fields, eSign workflows, and team collaboration. | proposal templates | 7.7/10 | 8.1/10 | 7.6/10 | 7.3/10 |
| 8 | TrackVia Builds custom bid and proposal workflows with forms, document assembly, and automated task tracking. | workflow automation | 7.2/10 | 7.4/10 | 6.9/10 | 7.3/10 |
| 9 | monday.com Manages bid proposal pipelines with configurable boards for intake, drafting, review, approval, and delivery tasks. | project management | 8.0/10 | 8.2/10 | 7.8/10 | 8.1/10 |
| 10 | Zoho CRM Tracks opportunities and automates quote and document generation using CRM workflows and integrated proposal tools. | CRM-integrated proposals | 7.1/10 | 7.3/10 | 7.0/10 | 7.0/10 |
Creates bid and proposal documents from templates and structured deal data, then supports versioning and sharing for client review.
Generates interactive sales quotes and proposals with embedded content and analytics for stakeholder engagement.
Builds proposal and quote documents, routes approvals, collects eSignatures, and supports tracked document activity.
Drafts proposals from reusable templates, enables collaboration, and tracks views and approval status across stakeholders.
Centralizes bid content and automates proposal generation with collaborative review and audit-ready version control.
Speeds RFP and bid response drafting with AI-assisted content reuse, workflow approvals, and compliance tracking.
Produces branded proposals and quotes with template fields, eSign workflows, and team collaboration.
Builds custom bid and proposal workflows with forms, document assembly, and automated task tracking.
Manages bid proposal pipelines with configurable boards for intake, drafting, review, approval, and delivery tasks.
Tracks opportunities and automates quote and document generation using CRM workflows and integrated proposal tools.
Quotient
proposal automationCreates bid and proposal documents from templates and structured deal data, then supports versioning and sharing for client review.
Reusable proposal blocks with guided bid response workflow
Quotient centers bid proposal creation around reusable content blocks and structured proposal workflows. Teams can build bid responses faster by assembling standard sections, maintaining consistency across submissions, and managing review tasks in a single place. The tool supports traceable edits and collaborative iteration so proposals stay aligned with internal requirements and bid deadlines.
Pros
- Reusable proposal blocks speed up standard responses across bid cycles
- Structured workflows enforce review steps and reduce missed compliance items
- Collaborative editing keeps stakeholders aligned during proposal development
- Traceable changes improve accountability for late bid revisions
- Centralized proposal library helps reuse winning phrasing consistently
Cons
- Complex bid structures can require setup time to model correctly
- Bulk updates across many proposals can feel slower than single-document edits
- Advanced customization may be constrained without workflow configuration work
Best For
Bid teams needing fast, consistent proposal assembly with guided reviews
More related reading
Qwilr
interactive proposalsGenerates interactive sales quotes and proposals with embedded content and analytics for stakeholder engagement.
Interactive proposal pages with engagement tracking on recipient opens and clicks
Qwilr centers bid proposal creation around interactive, shareable web pages instead of static document workflows. Teams build proposals with reusable sections, branding controls, and rich text that renders cleanly for client viewing. The tool supports collaboration through roles and versioned updates, and it pairs proposal pages with tracking to confirm what recipients opened and interacted with. Qwilr also offers fields and templates that reduce repetition across recurring tender and RFP cycles.
Pros
- Interactive web proposals render consistently and improve client review flow
- Reusable blocks and templates speed turnaround for recurring bids
- Link-based delivery with engagement tracking clarifies proposal interest
Cons
- Complex bid layouts can require more design iterations than document tools
- Advanced automation needs external workflows beyond basic templating
- Exporting to traditional formats can limit fine control versus web output
Best For
Sales and proposal teams needing interactive bids with reusable templates and tracking
PandaDoc
document automationBuilds proposal and quote documents, routes approvals, collects eSignatures, and supports tracked document activity.
Proposal analytics dashboard with per-recipient view and activity tracking
PandaDoc stands out for turning bid proposals into interactive documents with reusable templates and trackable revisions. Core capabilities include proposal creation, electronic signatures, and form-based data capture that reduces manual rework. It also supports status tracking for sent proposals and integrates with common sales and document workflows. Content, pricing tables, and approval steps can be standardized across repeat bids without custom code.
Pros
- Interactive proposals with trackable views and engagement signals
- Template library for repeatable bids with consistent structure
- Dynamic content blocks and conditional fields for tailored proposals
Cons
- Complex template logic can slow down bid updates
- Advanced workflow features require more setup than basic document tools
- Collaboration and version control can feel less granular than document specialists
Best For
Sales and bid teams standardizing interactive proposals with approvals and signatures
More related reading
Proposify
proposal workflowDrafts proposals from reusable templates, enables collaboration, and tracks views and approval status across stakeholders.
Reusable proposal blocks with variable fields in the Proposify editor
Proposify stands out for turning proposal content into reusable, guided deal flows with configurable sections and live editing. It supports templates, reusable blocks, and proposal versioning so sales teams can standardize bid responses while tailoring per opportunity. Collaboration features like internal notes and review workflows help coordinate approvals before sending proposals.
Pros
- Reusable blocks and templates speed consistent bid responses
- Real-time editor supports quick tailoring without redesigning layouts
- Review workflows and internal notes reduce proposal coordination overhead
- Proposal sharing and tracking improve visibility into engagement
Cons
- Advanced bid logic requires careful setup and can be rigid
- Customization beyond templates can feel limited compared with heavier CPQ tools
Best For
Sales teams needing structured bid templates with approval workflows
Bidsketch
bid managementCentralizes bid content and automates proposal generation with collaborative review and audit-ready version control.
Proposal engagement tracking that shows which recipients viewed specific proposal sections
Bidsketch stands out with proposal automation built around configurable templates and reusable bid sections that speed up repeat submissions. It supports document collaboration, version control, and e-signature workflows for proposal packages and attachments. The tool also emphasizes bid analytics through recipient engagement tracking so teams can follow which prospects reviewed which parts of a proposal. It targets bid teams that need consistent formatting, guided approvals, and audit-friendly proposal histories.
Pros
- Reusable proposal templates with section-level automation for faster bid production
- Recipient engagement tracking highlights what stakeholders view and when
- Built-in approval and version history supports traceable bid changes
- Collaboration tools simplify coordination across sales, preconstruction, and leadership
- E-signature and document workflow options reduce handoffs and delays
Cons
- Template configuration can take time to set up for new teams and offerings
- Advanced customization depends heavily on template design discipline
- Reporting depth focuses on engagement and document status more than full bid performance analytics
Best For
Bid teams that need guided proposal automation and engagement tracking
RFPIO
RFP responsesSpeeds RFP and bid response drafting with AI-assisted content reuse, workflow approvals, and compliance tracking.
Bid workflow orchestration that connects proposal drafting steps to stakeholders and requirement context
RFPIO stands out with a dedicated bid management workflow that ties proposal content to account and contact intelligence. It supports structured bid content with reusable sections, centralized approvals, and version history for fast updates. Sales and pre-sales teams can leverage robust search over CRM-related signals to reduce time spent tracking sources, requirements, and stakeholders for each bid.
Pros
- Bid-focused workflows link proposal steps to tracked stakeholders and requirements.
- Reusable proposal blocks speed drafting and standardize recurring content.
- Version history and approval flows reduce rework during bid revisions.
- Searchable relationship intelligence helps find relevant materials and people quickly.
Cons
- Setup and workflow configuration take time to match each organization’s bid process.
- User experience can feel workflow-heavy for teams running simple proposals.
- Report customization may require more effort than lightweight bid dashboards.
Best For
Bid teams needing proposal assembly tied to account and relationship intelligence
More related reading
Better Proposals
proposal templatesProduces branded proposals and quotes with template fields, eSign workflows, and team collaboration.
Reusable proposal sections that dynamically assemble consistent, client-ready bid documents
Better Proposals centers on proposal document automation that generates client-ready bid responses from structured content blocks. The workflow focuses on building reusable templates, managing proposal versions, and assembling proposals quickly for sales and bid teams. Built-in collaboration supports review cycles so multiple stakeholders can refine a single proposal draft before submission. Document outputs emphasize consistency across bids and reduce rework when similar opportunities reuse the same requirements and boilerplate content.
Pros
- Reusable proposal templates and content sections speed up bid creation
- Versioned proposal drafts support controlled edits during review cycles
- Collaboration tools help coordinate feedback without rebuilding documents
Cons
- Template setup requires upfront structure work before teams see speed gains
- Advanced customization can feel limited for highly bespoke proposal formats
- Workflow fits bid drafting more than end-to-end opportunity management
Best For
Bid teams needing reusable proposal templates, collaboration, and faster draft turnaround
TrackVia
workflow automationBuilds custom bid and proposal workflows with forms, document assembly, and automated task tracking.
Workflow automation that triggers assignments, approvals, and status changes from record data
TrackVia stands out for mapping bid and proposal work into configurable workflow apps without heavy customization projects. It supports form-driven intake, approval stages, data validation, and audit-friendly activity tracking across bid lifecycles. Collaboration is handled through assignments and status views tied to records, which keeps bid versions and supporting artifacts organized. Automated workflows can reduce manual handoffs while keeping a centralized source of truth for each bid.
Pros
- Configurable workflow apps with record-based bid intake and routing
- Approval stages and assignment tracking keep bid status consistent
- Audit-friendly activity history supports compliance and accountability
- Automations reduce manual updates between proposal steps
- Strong form and validation controls improve data quality
Cons
- Bid-specific proposal templates require more configuration work than purpose-built suites
- Advanced reporting needs setup and may feel limited versus dedicated analytics
- Workflow design can become complex as bid processes expand
- File and document handling can be less streamlined than document-first tools
Best For
Teams standardizing bid workflows with low-code automation and record tracking
More related reading
monday.com
project managementManages bid proposal pipelines with configurable boards for intake, drafting, review, approval, and delivery tasks.
Automations with rules triggered by status, fields, and assignees
monday.com stands out with flexible work management boards that can be adapted into bid proposal trackers without building a custom app from scratch. Core capabilities include configurable workflows with statuses, assignees, deadlines, and approval routing for bid stages. It also supports document attachment management, conditional automations, and reporting dashboards for pipeline visibility across multiple bids.
Pros
- Highly configurable boards for bid stage tracking with statuses, owners, and due dates
- Automations streamline reminders, status changes, and routing during proposal cycles
- Dashboards provide rollups of bid health across many opportunities
- Document attachments keep proposal assets linked to the right work item
Cons
- Complex bid data models require careful board design to avoid messy workflows
- Approval flows are possible but not as specialized as dedicated proposal platforms
- Collaboration features can feel generic for RFP authoring and version control workflows
Best For
Sales operations and proposal teams needing visual bid tracking and workflow automation
Zoho CRM
CRM-integrated proposalsTracks opportunities and automates quote and document generation using CRM workflows and integrated proposal tools.
Deluge-driven workflow automation in Zoho CRM
Zoho CRM stands out for tying sales pipeline data to automation and analytics across Zoho applications. For bid proposal workflows, it supports lead, account, contact, and opportunity tracking, then routes opportunities through configurable stages. Bid-centric teams can generate structured proposal content through integrations and templates while using CRM activities, notes, and documents to capture bid history.
Pros
- Opportunity stages and fields keep bid status tied to CRM records
- Workflow automation routes bids with rules tied to pipeline data
- Document storage and activity logs preserve proposal versions per opportunity
- Dashboards provide visibility into win rates by stage and segment
- API and integrations connect CRM to proposal document tools
Cons
- Native proposal generation is limited without additional Zoho modules or integrations
- Complex workflow rules can become difficult to troubleshoot at scale
- Bid-specific requirements like RFP tasking need custom configuration
- Template output quality depends heavily on connected document tooling
Best For
Sales teams needing bid visibility in CRM with workflow automation
How to Choose the Right Bid Proposal Software
This buyer's guide covers how to choose Bid Proposal Software for bid drafting, collaboration, approvals, and delivery workflows. It references Quotient, Qwilr, PandaDoc, Proposify, Bidsketch, RFPIO, Better Proposals, TrackVia, monday.com, and Zoho CRM to map real workflows to specific feature sets. The guide also highlights common setup pitfalls seen across these tools and gives a decision path for matching the tool to bid team requirements.
What Is Bid Proposal Software?
Bid Proposal Software helps teams assemble proposal content, coordinate reviews, and send bids to clients using templates, structured data, and workflow controls. It reduces rework by standardizing sections and version history while supporting approval steps and document or page delivery. Quotient shows how reusable proposal blocks and guided bid response workflows can standardize submissions across bid cycles. Qwilr shows how interactive proposal pages can replace static documents while adding engagement tracking for opens and clicks.
Key Features to Look For
The fastest way to narrow the field is to match bid work to the tools built around that exact workflow pattern.
Reusable proposal blocks and templated sections
Reusable content blocks cut turnaround time by assembling consistent bid responses from standard parts. Quotient, Proposify, Bidsketch, and Better Proposals all emphasize reusable templates and section libraries for faster bid production across recurring opportunities.
Guided bid workflows with review steps
Bid teams need workflow orchestration that enforces internal review steps and keeps compliance items from being missed. Quotient provides structured workflows for review steps, and Proposify adds configurable review workflows with internal notes to coordinate approvals before sending.
Versioning with traceable edits
Traceable version history supports accountability when late changes hit during bid deadlines. Quotient focuses on traceable changes and collaborative iteration, while Bidsketch provides audit-friendly version control built around proposal automation and templates.
Engagement tracking on proposal recipients
Recipient engagement signals help teams understand which parts of a proposal were reviewed and when. Qwilr tracks opens and interactions on interactive web proposals, PandaDoc provides an analytics dashboard with per-recipient activity tracking, and Bidsketch adds engagement tracking at the proposal section level.
Interactive proposal delivery and client-friendly viewing
Interactive delivery supports cleaner client review loops than static files for many bid processes. Qwilr produces interactive proposal pages, PandaDoc builds interactive documents with per-recipient view activity tracking, and these approaches can improve review flow for stakeholders who do not want to download and navigate files.
Workflow automation tied to records and routing
Bid lifecycle work needs routing, assignments, and status changes that keep tasks aligned across teams. TrackVia triggers assignments, approvals, and status updates from record data, monday.com uses automations triggered by status, fields, and assignees, and Zoho CRM routes opportunities with workflow automation tied to pipeline data.
How to Choose the Right Bid Proposal Software
A practical selection process starts by mapping the bid lifecycle to the tool that already models that workflow structure.
Match the delivery format to how clients review bids
If clients review bids as web pages, Qwilr creates interactive proposal pages and tracks recipient opens and clicks directly on those pages. If clients need interactive documents with signatures and form capture, PandaDoc provides interactive proposals with document activity tracking and eSignature workflows.
Confirm the system supports reusable sections that fit repeatable bids
If standardization is the priority, Quotient, Proposify, Bidsketch, and Better Proposals center bid creation on reusable proposal blocks or reusable proposal sections. If the bid inputs come from structured bid content and recurring templates, PandaDoc also supports reusable templates with dynamic content blocks and conditional fields.
Verify review control, approvals, and version history match bid deadlines
For teams that need guided internal review steps, Quotient enforces structured workflows for review stages while supporting traceable edits. For teams that coordinate stakeholders with internal notes, Proposify includes collaboration and review workflows and supports proposal versioning so changes stay controlled.
Decide how bid reporting should look: engagement versus bid performance
If engagement visibility is required, Qwilr and Bidsketch provide recipient engagement tracking on opens and section views. If proposal analytics needs per-recipient activity dashboards, PandaDoc offers a proposal analytics dashboard with per-recipient view and activity tracking.
Pick the workflow model that matches the team’s operating system
For teams that manage work in configurable pipelines, monday.com offers status-driven bid workflows with automations and dashboards across many bids. For teams that need low-code record-driven bid routing, TrackVia triggers assignments, approvals, and status changes from record data. For teams that require bid visibility inside sales pipeline objects, Zoho CRM ties opportunity stages and documents to workflow automation, while RFPIO connects bid drafting steps to account and contact intelligence.
Who Needs Bid Proposal Software?
Bid Proposal Software benefits teams that repeatedly build similar bid content and need structured collaboration from draft to submission.
Bid teams that need fast, consistent bid assembly with guided reviews
Quotient is built around reusable proposal blocks with a guided bid response workflow and traceable edits so teams can standardize submissions and keep review steps aligned. Better Proposals and Proposify also fit this segment with reusable sections and versioned proposal drafts that support collaboration.
Sales and proposal teams that want interactive proposals with engagement tracking
Qwilr excels with interactive proposal pages and engagement tracking on recipient opens and clicks. PandaDoc supports interactive proposals with a proposal analytics dashboard that provides per-recipient activity tracking and includes eSignature workflows.
Organizations that need bid content tied to stakeholder and requirement context
RFPIO provides bid workflow orchestration that connects proposal drafting steps to tracked stakeholders and requirement context using bid-focused workflows. This helps teams that spend time locating sources and stakeholders per bid by using robust search over CRM-related signals.
Sales operations and proposal teams that require visual pipeline tracking and automation
monday.com fits sales operations teams by offering configurable boards for intake, drafting, review, approval, and delivery tasks with automations triggered by status, fields, and assignees. TrackVia supports teams that want record-based bid intake and approval stages with audit-friendly activity history while keeping workflow automation centralized.
Common Mistakes to Avoid
These tools solve specific bid problems, and misalignment with the workflow model creates setup friction or limits outcomes.
Building complex bid structures without planning template setup time
Quotient can require setup time to model complex bid structures, and RFPIO can take time to configure workflows for an organization’s bid process. Bidsketch also requires template configuration time for new teams and offerings, so templates should be treated as an implementation project.
Expecting advanced customization without workflow configuration discipline
Quotient notes that advanced customization may be constrained without workflow configuration work, and Bidsketch depends heavily on template design discipline for deeper customization. Proposify warns that advanced bid logic needs careful setup and can feel rigid when setup is not aligned to the bid format.
Choosing web engagement tracking but ignoring export and output needs
Qwilr’s interactive output can limit fine control when teams need traditional export formats rather than web-first delivery. PandaDoc also supports interactive formats and tracked activity, but complex template logic can slow down bid updates when teams need frequent last-minute changes.
Using general CRM or work management tools as a proposal authoring system
Zoho CRM ties proposal generation to connected tools and keeps native proposal generation limited without additional Zoho modules or integrations, so bid authoring can remain dependent on other systems. monday.com can manage bid stages and attachments, but it does not provide proposal authoring and version control specialization as focused as document-first and proposal-first tools like PandaDoc, Proposify, or Quotient.
How We Selected and Ranked These Tools
We evaluated every tool on three sub-dimensions that directly match bid delivery outcomes. Features carried a weight of 0.4 in the scoring, ease of use carried a weight of 0.3, and value carried a weight of 0.3. The overall rating is computed as overall = 0.40 × features + 0.30 × ease of use + 0.30 × value. Quotient separated itself by combining a features-focused reusable proposal blocks workflow with ease-of-use scoring that reflects guided bid response assembly and collaborative editing, and those strengths aligned with how bid teams typically run repeatable proposal cycles.
Frequently Asked Questions About Bid Proposal Software
Which bid proposal software is best for assembling consistent responses fast across many tenders?
Quotient speeds up bid assembly by using reusable proposal blocks and a structured review workflow that keeps changes traceable. Better Proposals also emphasizes dynamic reuse by assembling client-ready bid documents from standardized content sections.
Which tools generate interactive proposals that recipients can open in the browser?
Qwilr produces interactive, shareable web pages with branding controls and versioned collaboration. PandaDoc similarly turns proposals into interactive documents and tracks recipient activity per view.
What bid proposal software handles approvals and review workflows without moving documents between tools?
Proposify provides guided deal flows with configurable sections plus internal notes and review workflows before sending. Quotient pairs traceable edits and collaborative iteration with review tasks inside the same proposal workflow.
Which option is strongest for capturing bid data in forms and routing it through signatures and status tracking?
PandaDoc includes form-based data capture and electronic signatures, which reduces manual rework for repeated proposals. It also provides status tracking for sent proposals and a standardized workflow for approvals.
Which tools link proposal drafting to account and stakeholder context from CRM and related systems?
RFPIO ties proposal content to account and contact intelligence and keeps reusable bid sections connected to stakeholders. Zoho CRM connects leads, accounts, contacts, and opportunities to bid stages, then supports bid history via CRM activities and documents.
Which tools provide audit-friendly histories for bid versions and engagement tracking by section?
Bidsketch emphasizes audit-friendly proposal histories along with engagement tracking that shows which recipients viewed specific sections. PandaDoc complements this with per-recipient activity tracking and revision visibility.
When bid requirements change mid-process, which software makes updates to reusable sections easiest?
Quotient uses reusable content blocks so teams can update standard sections and propagate changes across submissions with traceable edits. Proposify supports reusable blocks with variable fields so teams can tailor each opportunity while keeping the template structure stable.
Which solution fits teams that need low-code workflow automation tied to record data and approvals?
TrackVia supports configurable workflow apps with form-driven intake, assignment rules, stage approvals, and audit-friendly activity tracking. monday.com can also run bid workflow automation using statuses, assignees, deadlines, and rules triggered by field values.
How do teams choose between document-first tools and workflow-first tools for bid execution?
Document-first tools like PandaDoc and Better Proposals focus on generating interactive or client-ready documents from reusable templates and blocks. Workflow-first tools like TrackVia and monday.com focus on orchestrating stages, assignments, and validations from structured record data, with attachments and status dashboards built in.
Conclusion
After evaluating 10 market research, Quotient 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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