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Business FinanceTop 10 Best Estimate Pricing Software of 2026
Compare the Top 10 Best Estimate Pricing Software tools and rankings for fast quotes, cleaner proposals, and better close rates. Explore picks.
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 proposal pages with branded templates and client viewing insights
Built for sales teams needing branded, interactive estimate proposals with engagement visibility.
PandaDoc
Document analytics for estimate engagement, including views, link clicks, and signing status
Built for sales teams needing fast, trackable estimate creation with automated approvals.
Proposify
Proposal activity tracking with section-level engagement insights
Built for sales teams needing branded proposals, tracking, and e-signature workflows.
Related reading
Comparison Table
This comparison table evaluates estimate pricing software across tools used to create quotes, configure line items, and route approvals, including Qwilr, PandaDoc, Proposify, GetAccept, and QuoteWerks. Readers can scan feature differences in proposal templates, pricing control, approval workflows, and collaboration options to identify which platform fits their quoting process.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Qwilr Qwilr builds shareable, trackable proposals and quotes with templates, version control, and analytics for sales teams. | proposal automation | 9.0/10 | 9.2/10 | 9.0/10 | 8.7/10 |
| 2 | PandaDoc PandaDoc creates proposals, quotes, and document workflows with e-signature, approval routing, and template-based pricing content. | quote automation | 8.8/10 | 9.0/10 | 8.6/10 | 8.6/10 |
| 3 | Proposify Proposify generates proposals with configurable pricing, approval steps, and sales engagement tracking. | proposal workflow | 8.4/10 | 8.3/10 | 8.5/10 | 8.5/10 |
| 4 | GetAccept GetAccept produces interactive sales offers and quotes with product catalogs, approval processes, and offer analytics. | interactive quotes | 8.1/10 | 7.9/10 | 8.2/10 | 8.2/10 |
| 5 | QuoteWerks QuoteWerks delivers quote creation with item catalogs, price rules, and configurable templates for faster pricing and quoting. | quote configurator | 7.8/10 | 7.5/10 | 8.0/10 | 8.0/10 |
| 6 | Zomentum Zomentum provides estimate and quote creation features with CRM connectivity and structured pricing workflows for sales teams. | estimate management | 7.5/10 | 7.5/10 | 7.6/10 | 7.4/10 |
| 7 | Simpro Simpro manages estimating and quoting inside field service workflows with job costing and equipment and parts pricing. | field service estimates | 7.2/10 | 7.0/10 | 7.5/10 | 7.1/10 |
| 8 | Jobber Jobber enables small business estimating and quoting with itemized pricing, proposal templates, and payments and invoicing links. | SMB estimating | 6.9/10 | 6.5/10 | 7.1/10 | 7.1/10 |
| 9 | Housecall Pro Housecall Pro supports estimates and proposals for service businesses with configurable pricing and customer-facing documents. | service quotes | 6.5/10 | 6.6/10 | 6.7/10 | 6.3/10 |
| 10 | ServiceTitan ServiceTitan includes estimating and quoting capabilities for contractors and service operators with job setup and itemized pricing. | construction CRM | 6.3/10 | 6.3/10 | 6.1/10 | 6.4/10 |
Qwilr builds shareable, trackable proposals and quotes with templates, version control, and analytics for sales teams.
PandaDoc creates proposals, quotes, and document workflows with e-signature, approval routing, and template-based pricing content.
Proposify generates proposals with configurable pricing, approval steps, and sales engagement tracking.
GetAccept produces interactive sales offers and quotes with product catalogs, approval processes, and offer analytics.
QuoteWerks delivers quote creation with item catalogs, price rules, and configurable templates for faster pricing and quoting.
Zomentum provides estimate and quote creation features with CRM connectivity and structured pricing workflows for sales teams.
Simpro manages estimating and quoting inside field service workflows with job costing and equipment and parts pricing.
Jobber enables small business estimating and quoting with itemized pricing, proposal templates, and payments and invoicing links.
Housecall Pro supports estimates and proposals for service businesses with configurable pricing and customer-facing documents.
ServiceTitan includes estimating and quoting capabilities for contractors and service operators with job setup and itemized pricing.
Qwilr
proposal automationQwilr builds shareable, trackable proposals and quotes with templates, version control, and analytics for sales teams.
Interactive proposal pages with branded templates and client viewing insights
Qwilr generates client-ready estimate proposals using interactive, web-based quote pages that update from a structured estimate workflow. The tool supports quote templates, branded proposal layouts, and itemized line entries to keep pricing content consistent across deals. Collaboration features allow teams to review, comment, and send proposals as polished shareable links. After sending, the system provides viewing insights so sales teams can gauge engagement before follow-up.
Pros
- Interactive, link-based proposals render cleanly for clients without custom document tools.
- Template-driven quotes keep branding and formatting consistent across proposals.
- Itemized line entries support structured estimates for repeatable quoting.
- Viewing insights show engagement signals after sending proposals.
Cons
- Complex pricing logic can require manual setup outside simple line-item estimates.
- Advanced document layouts may be less flexible than dedicated design tools.
- Approval workflows can feel lightweight for organizations with strict compliance steps.
- Exports to static formats may not match every client document requirement.
Best For
Sales teams needing branded, interactive estimate proposals with engagement visibility
PandaDoc
quote automationPandaDoc creates proposals, quotes, and document workflows with e-signature, approval routing, and template-based pricing content.
Document analytics for estimate engagement, including views, link clicks, and signing status
PandaDoc stands out with document-first estimating built around reusable templates and guided proposal creation. It supports creating and sending estimates with tracked changes, e-signatures, and automated status updates. Quote-to-contract workflows connect deal data to branded documents for repeatable sales execution. Built-in integrations help route approved estimates into downstream sales and document storage workflows.
Pros
- Template-based estimates with consistent branding across sales teams
- Built-in e-signatures and signing reminders streamline approvals
- Real-time document analytics show views and engagement
- Automations trigger status updates and follow-ups from document events
- Integrations connect quotes to CRM pipelines and stored records
Cons
- Complex templates can be harder to maintain across many products
- Advanced customization may require design discipline to avoid layout drift
- Document analytics do not replace full CRM activity reporting
- Collaboration features can feel less granular than dedicated contract tools
Best For
Sales teams needing fast, trackable estimate creation with automated approvals
Proposify
proposal workflowProposify generates proposals with configurable pricing, approval steps, and sales engagement tracking.
Proposal activity tracking with section-level engagement insights
Proposify focuses on polished proposal creation with guided fields and brand-safe templates that reduce formatting errors. The platform supports reusable content blocks, dynamic fields, and e-signature workflows for faster proposal follow-through. Built-in proposal tracking provides visibility into recipient activity such as opens and viewed sections. Automated reminders and approval routing help teams manage quoting to signature in a consistent process.
Pros
- Proposal builder uses reusable sections to standardize quoting content.
- Brand templates keep every proposal visually consistent across teams.
- Activity tracking shows opens and engagement at the section level.
- Built-in e-signature flow streamlines approval and signature collection.
Cons
- Complex multi-page proposals can require careful template configuration.
- Customization options feel constrained versus fully bespoke document design.
- Workflow automation depends on the platform’s approval and reminder patterns.
Best For
Sales teams needing branded proposals, tracking, and e-signature workflows
GetAccept
interactive quotesGetAccept produces interactive sales offers and quotes with product catalogs, approval processes, and offer analytics.
Client acceptance links with real-time view and engagement tracking
GetAccept stands out with a document-first quoting flow that turns estimates into trackable, responsive business communication. The platform generates estimates and routes them through branded, client-ready links that support acceptance actions. It also tracks view status and engagement signals, helping sales teams focus follow-ups on prospects that actually interact with proposals.
Pros
- Interactive client acceptance links improve quote response rates
- Branded estimate templates keep messaging consistent across deals
- Engagement tracking highlights who viewed and interacted with proposals
- Workflow supports structured follow-ups tied to client behavior
Cons
- Estimate customization can feel constrained versus fully custom quote builders
- Advanced logic requires careful setup to avoid workflow friction
- Reporting is most useful for quote status rather than deep forecasting
Best For
Sales teams sending frequent estimates needing acceptance tracking and engagement signals
QuoteWerks
quote configuratorQuoteWerks delivers quote creation with item catalogs, price rules, and configurable templates for faster pricing and quoting.
Configurable estimate templates with item-level calculations and labor plus materials support
QuoteWerks stands out with fast quote assembly and flexible product and pricing structures for service and sales teams. The tool supports estimate templates, configurable line items, and calculations that adapt to item types and labor components. It also emphasizes repeatable quoting workflows via saved product catalogs, customer-specific pricing rules, and export-friendly outputs for sharing. QuoteWerks focuses on turning structured selling data into consistent estimates that sales teams can generate quickly.
Pros
- Estimate templates speed up consistent quote creation
- Flexible line items support complex labor and materials structures
- Saved catalogs and pricing rules reduce manual rework
Cons
- Automation depth can feel limited for highly custom workflows
- Template setup requires careful configuration for accurate calculations
Best For
Service and trade teams needing consistent, template-driven estimates
Zomentum
estimate managementZomentum provides estimate and quote creation features with CRM connectivity and structured pricing workflows for sales teams.
Template-driven estimate building that turns takeoff-style inputs into consistent quote structures
Zomentum stands out with an estimate workflow that connects takeoff inputs to structured quote outputs for faster proposal creation. The solution supports building estimates with line items, configurable pricing rules, and reusable templates for repeatable quoting. It also enables document-ready quote generation and organized client-facing outputs to reduce manual formatting work. Zomentum focuses on keeping estimate details consistent from initial calculation through final proposal delivery.
Pros
- Estimate templates reduce rework for recurring projects
- Configurable line-item pricing supports consistent quote calculations
- Client-ready quote output streamlines proposal formatting
- Structured estimate data helps maintain calculation accuracy
Cons
- Complex quoting workflows can require careful template setup
- Less suitable for highly custom quote logic beyond line-item rules
- Requires disciplined data entry to keep outputs consistent
Best For
Teams producing repeatable estimates needing faster, standardized quote generation
Simpro
field service estimatesSimpro manages estimating and quoting inside field service workflows with job costing and equipment and parts pricing.
Quote-to-job conversion that carries estimating details into job setup and costing
Simpro stands out for estimate-to-job control in service and trade operations, linking quotations to job workflows. Core capabilities include itemized estimating, pricing calculations, and proposal documents designed for repeatable quoting. The solution supports managing customer details and service jobs so estimates can flow into scheduled execution. Quotes integrate with job costing data to keep labor, materials, and job progress aligned.
Pros
- Estimate creation with structured line items and reusable pricing logic
- Quote to job workflow reduces manual re-keying of scope
- Job costing support helps track materials and labor against estimates
- Proposal document outputs support consistent formatting across teams
Cons
- Configuration work is required to match complex trade-specific pricing rules
- Reporting can feel operationally heavy for estimate-only teams
- External quoting scenarios may need customization to fit existing processes
Best For
Field service and trade businesses managing quotes that convert into jobs
Jobber
SMB estimatingJobber enables small business estimating and quoting with itemized pricing, proposal templates, and payments and invoicing links.
Estimate-to-invoice conversion that keeps job data and statuses in sync
Jobber stands out with estimate-to-invoice workflow designed for service businesses that need fast quoting and consistent follow-up. It supports branded estimates with customizable line items, taxes, and templates, plus scheduling links that help route quotes to the right job. Quotes can convert into invoices with status tracking, and client records stay centralized for history and re-quoting. Mobile access supports field-ready updates that keep estimates aligned with on-site progress.
Pros
- Estimate templates generate consistent, branded quotes with configurable line items
- One-click conversion from estimates to invoices preserves job and client details
- Client history and status tracking streamline re-quoting and follow-up
Cons
- Complex quoting scenarios can require more setup to match unique scopes
- Advanced approval workflows may feel limited for highly regulated teams
- Reporting depth can lag behind specialized accounting tools
Best For
Service businesses needing branded estimates, scheduling alignment, and fast quote-to-invoice conversion
Housecall Pro
service quotesHousecall Pro supports estimates and proposals for service businesses with configurable pricing and customer-facing documents.
Estimate-to-job conversion with scheduling, assignments, and status updates
Housecall Pro stands out by connecting estimates to field-ready job workflows for service businesses. The platform supports creating estimates, accepting payments, and scheduling the resulting jobs with the same customer records. It also manages technician assignments and status updates so estimate-to-service handoffs stay consistent. Reporting and customer communication tools help teams track quote outcomes and follow up efficiently.
Pros
- Estimate creation flows directly into scheduled job records
- Automatic job status updates keep customers and teams aligned
- Customer and technician data stays consistent across the workflow
- Quote outcome reporting supports follow-up decisions
Cons
- Estimate customization can feel limited versus specialized quoting tools
- Advanced approval logic requires workaround process design
- Multistep estimate revisions are less streamlined than dedicated CPQ
Best For
Service contractors needing end-to-end estimate to job workflow management
ServiceTitan
construction CRMServiceTitan includes estimating and quoting capabilities for contractors and service operators with job setup and itemized pricing.
Bidirectional estimate-to-workflow integration that preserves pricing logic through scheduling
ServiceTitan stands out with configurable field services workflows tied directly to estimating and job creation. The estimate tools support line-item pricing, labor and materials breakdowns, and proposal packages that move into scheduling and dispatch. Built-in product and labor catalogs help standardize pricing logic and reduce manual rekeying across estimates.
Pros
- Estimate-to-job handoff links pricing details with scheduling and dispatch
- Catalog-driven line items standardize labor and materials across quotes
- Proposal packages support configurable add-ons and customer-ready output
- Estimates benefit from field workflow context and job data continuity
Cons
- Setup complexity is high for pricing rules and catalogs
- Estimate customization can require careful configuration to match operations
- Reporting depends on connected modules and job lifecycle data
Best For
Service businesses needing tightly integrated estimates, dispatch, and job execution workflows
How to Choose the Right Estimate Pricing Software
This buyer's guide explains how to choose Estimate Pricing Software for sales proposals, quotes, and quote-to-job or quote-to-invoice workflows. It covers Qwilr, PandaDoc, Proposify, GetAccept, QuoteWerks, Zomentum, Simpro, Jobber, Housecall Pro, and ServiceTitan based on their concrete estimating and workflow strengths.
What Is Estimate Pricing Software?
Estimate Pricing Software creates structured estimates and pricing outputs that can be shared as client-ready proposals or converted into execution workflows. It solves repeatability problems by standardizing line items, calculations, and templates so pricing content stays consistent across deals and jobs. Qwilr and PandaDoc emphasize interactive or document-based proposal delivery with engagement and signing workflows. Simpro and ServiceTitan emphasize keeping estimate details aligned with job setup, costing, scheduling, and dispatch.
Key Features to Look For
The features below reduce manual rework and improve buyer conversion by tying structured pricing inputs to client-ready outputs and measurable engagement.
Interactive, branded client-facing quote pages
Qwilr generates interactive, web-based quote pages from a structured estimate workflow and keeps branding consistent through templates. GetAccept also provides branded, client-ready links with acceptance actions tied to quote engagement.
Template-driven estimate and proposal building
PandaDoc and Proposify both rely on template-based proposal creation to standardize branding and reduce formatting errors. QuoteWerks and Zomentum focus on estimate templates that speed repeatable quoting with consistent structure.
Itemized line entries with structured pricing calculations
Qwilr supports itemized line entries to keep pricing content consistent across deals. QuoteWerks goes further with configurable line items and calculations that adapt to labor and materials structures.
Engagement visibility tied to proposals and sections
PandaDoc provides document analytics that track views, link clicks, and signing status. Proposify adds proposal activity tracking with section-level engagement insights, while Qwilr and GetAccept highlight viewing and interaction signals after proposals are sent.
Acceptance and e-signature workflow automation
GetAccept supports client acceptance links that make quote response measurable and action-oriented. PandaDoc and Proposify include e-signature and automated status updates so approved estimates move forward through signing.
Quote-to-job or quote-to-invoice workflow continuity
Simpro and ServiceTitan connect estimate details to job workflows so quoting data carries into job costing and scheduling or dispatch. Jobber and Housecall Pro extend this idea with estimate-to-invoice conversion and estimate-to-job handoffs that keep customer and status records aligned.
How to Choose the Right Estimate Pricing Software
The right tool matches estimating complexity and workflow handoffs to how quotes are delivered and acted on after sending.
Match the quote delivery style to the buying process
If client interaction matters, Qwilr provides interactive, link-based proposal pages that render cleanly for clients and includes viewing insights after sending. If the buying process expects document review and signature, PandaDoc and Proposify emphasize document workflows with e-signatures and tracked engagement signals like views and signing status.
Choose template depth that fits the amount of product and pricing variation
For repeatable quoting with consistent branding, Proposify and PandaDoc use brand-safe templates that reduce formatting errors. For service and trade pricing structures, QuoteWerks and Zomentum use estimate templates and configurable line items to keep calculations consistent across recurring project types.
Validate that calculations and pricing logic cover labor and materials
QuoteWerks supports item-level calculations across labor and materials structures, which reduces manual calculation errors. If takeoff-style inputs must flow into consistent quote structures, Zomentum is built around a structured estimate workflow that produces client-ready outputs from template-driven line items.
Decide whether quotes must convert into execution workflows
If quotes must become jobs with scheduling and costing, Simpro and ServiceTitan provide quote-to-job handoffs that preserve estimating details into job setup and dispatch. If quotes must become invoices quickly with status continuity, Jobber offers estimate-to-invoice conversion that keeps job and client details in sync.
Ensure engagement and follow-up signals align with the sales motion
For teams that need measurable engagement, PandaDoc tracks views, link clicks, and signing status, and Proposify provides section-level engagement tracking. For teams that want acceptance-specific signals, GetAccept uses client acceptance links with real-time view and engagement tracking.
Who Needs Estimate Pricing Software?
Estimate Pricing Software benefits teams that must standardize pricing content while delivering proposals that can be tracked, approved, and converted into next steps.
Sales teams focused on branded, interactive proposals with engagement visibility
Qwilr is a strong fit because it produces interactive, client-ready quote pages with branded templates and viewing insights. GetAccept also fits teams that need acceptance actions on client links paired with engagement tracking.
Sales teams that rely on document workflows with approvals and signing
PandaDoc fits teams that need reusable templates plus e-signatures and automated status updates tied to document events. Proposify fits teams that want section-level engagement tracking alongside brand templates and built-in e-signature flow.
Service and trade teams that require structured estimating with labor and materials calculations
QuoteWerks fits service and trade teams that need configurable templates with item-level calculations for labor plus materials. Zomentum fits teams that start from takeoff-style inputs and require template-driven quote structures for repeatable project quoting.
Field service and service contractors that must convert estimates into job execution
Simpro is built for quote-to-job conversion that carries estimating details into job setup and job costing with labor and materials alignment. Jobber and Housecall Pro fit service businesses that need estimate-to-invoice or estimate-to-job scheduling and assignment continuity, while ServiceTitan fits organizations that require bidirectional estimate-to-workflow integration that preserves pricing logic through scheduling and dispatch.
Common Mistakes to Avoid
Selection errors usually come from choosing a tool that cannot represent required pricing logic or does not align with how quotes must move into execution and measurable follow-up.
Choosing document-only quoting when acceptance or interaction tracking is the real need
Teams that want measurable client acceptance actions should prioritize GetAccept because it centers acceptance links with real-time view and engagement tracking. Qwilr also supports client viewing insights after sending using interactive, link-based proposal pages.
Using a lightweight template system for complex labor and materials logic
QuoteWerks avoids manual calculation gaps with item-level calculations across labor and materials structures. Zomentum avoids re-keying errors by producing consistent quote structures from takeoff-style inputs through template-driven pricing workflows.
Expecting fully custom quote layout freedom without planning template configuration
Tools like Proposify and PandaDoc use reusable templates and guided creation, and complex multi-page proposals can require careful template configuration. QuoteWerks and Zomentum also rely on correct template setup to ensure calculations match the intended scope and pricing rules.
Ignoring quote-to-execution handoff requirements and causing duplicate data entry
Field service quoting that must become job costing should prioritize Simpro and ServiceTitan because they carry estimating details into job setup and dispatch. For service businesses needing invoice conversion, Jobber supports estimate-to-invoice conversion that preserves job and client details with status tracking.
How We Selected and Ranked These Tools
we evaluated every tool on three sub-dimensions using the same scoring targets: features with a weight of 0.4, ease of use with a weight of 0.3, and value with a weight of 0.3. Each tool’s overall rating is the weighted average expressed as overall = 0.40 × features + 0.30 × ease of use + 0.30 × value. Qwilr separated itself by scoring strongly on features for interactive, branded proposal pages that include client viewing insights, and it also maintained high ease of use for template-driven quote creation. Lower-ranked tools such as Jobber and ServiceTitan required more configuration depth to fully support their target workflows.
Frequently Asked Questions About Estimate Pricing Software
Which estimate pricing software tools are best for generating client-ready, interactive proposals?
Qwilr creates interactive, web-based quote pages that pull from a structured estimate workflow and deliver branded proposal layouts. PandaDoc and Proposify generate document-first estimates with reusable templates and tracked proposal activity for signing.
How do estimate pricing platforms handle quote-to-contract or quote-to-signature workflows?
PandaDoc supports quote-to-contract workflows by routing deal data into branded documents with e-signatures and automated status updates. Proposify connects proposal creation to e-signature workflows and uses approval routing to keep quoting to signature consistent.
Which tools provide strong engagement visibility so sales teams know what prospects actually viewed?
Qwilr shows viewing insights after proposals are sent through shareable links. GetAccept and Proposify track view status and recipient activity at the proposal and section level so follow-ups target engaged prospects.
Which software options are designed for service and trade businesses that must convert estimates into jobs?
Simpro links quotations to job workflows so estimates carry into scheduled execution and job costing. Housecall Pro connects estimates to field-ready jobs with technician assignments, status updates, and scheduling on the same customer records.
What tools are best for standardizing pricing logic across many estimates?
QuoteWerks emphasizes configurable estimate templates, saved product catalogs, and customer-specific pricing rules that reduce manual rework. ServiceTitan and Zomentum also push repeatable quote structures by keeping pricing logic tied to product and labor catalogs or template-driven line item rules.
Which platforms support labor and materials breakdowns with item-level calculations?
QuoteWerks supports adaptable line items with calculations that handle labor plus materials. ServiceTitan provides labor and materials breakdowns tied to configurable field services workflows, while Simpro keeps itemized estimating aligned with job costing data.
Which estimate pricing tools fit businesses that need takeoff-style inputs converted into quotes?
Zomentum connects takeoff inputs to structured quote outputs through line items, configurable pricing rules, and reusable templates. QuoteWerks focuses more on product catalogs and template-driven quote assembly, which still works well when pricing structure is the main requirement.
How do estimate pricing tools help teams reduce formatting errors during proposal creation?
Proposify uses guided fields and brand-safe templates that reduce formatting mistakes caused by manual edits. Qwilr keeps pricing content consistent through template-based itemized line entries and branded proposal layouts updated from the estimate workflow.
What operational workflows benefit from estimate-to-invoice conversion and ongoing status tracking?
Jobber converts estimates into invoices and keeps status tracking tied to client records so history and re-quoting stay centralized. Housecall Pro and Simpro focus more on estimate-to-job execution, but both preserve estimating details through job setup and progress updates.
What are the most common setup steps to get an estimate pricing workflow running quickly?
Teams using Qwilr typically start by defining quote templates and reusable line items, then route proposals through shareable client links for review and follow-up. Teams using PandaDoc or Proposify typically begin by building reusable proposal templates, mapping data into guided fields, and enabling e-signature and approval routing so estimates move cleanly through the workflow.
Conclusion
After evaluating 10 business finance, 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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