GITNUXSOFTWARE ADVICE
Business FinanceTop 10 Best Proposal And Contract Software of 2026
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%
Gitnux may earn a commission through links on this page — this does not influence rankings. Editorial policy
Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
DocuSign
eSignature audit trail with recipient authentication and tamper-evident evidence
Built for enterprises managing high volumes of proposals and legally tracked contracts.
Ironclad
Contract playbooks that enforce clause standards and route approvals by workflow rules
Built for mid-market and enterprise legal and sales teams standardizing proposal approvals.
Proposify
Proposal engagement analytics that show views, clicks, and time-to-approval
Built for sales teams needing proposal tracking and e-signature approvals.
Comparison Table
This comparison table benchmarks proposal and contract software across tools like DocuSign, Ironclad, Icertis Contract Intelligence, ContractPodAi, and PandaDoc. Use it to compare core capabilities such as contract lifecycle workflows, proposal document generation, e-signature support, and clause or AI-driven review features.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | DocuSign Send proposals and contracts for e-signature with templates, reusable document structures, agreement workflows, and audit trails. | enterprise e-signature | 9.3/10 | 9.5/10 | 8.7/10 | 8.4/10 |
| 2 | Ironclad Create, route, and manage contracts with AI-assisted drafting, playbooks, workflow automation, and clause-level review. | CLM automation | 8.7/10 | 9.1/10 | 7.8/10 | 8.3/10 |
| 3 | Icertis Contract Intelligence Centralize contract data and automate contract lifecycle management with structured extraction, policy controls, and guided workflows. | enterprise CLM | 8.1/10 | 8.8/10 | 7.2/10 | 7.7/10 |
| 4 | ContractPodAi Generate, review, and manage contracts using AI clause suggestions, guided playbooks, and contract repository workflows. | AI contract workflow | 8.2/10 | 8.6/10 | 7.9/10 | 7.7/10 |
| 5 | PandaDoc Build and send proposals and contracts with document templates, e-signature, payments, and CRM integrations. | proposal-to-sign | 8.1/10 | 8.6/10 | 7.8/10 | 7.7/10 |
| 6 | Proposify Create trackable proposals that convert into e-signed agreements using document creation, approval flows, and analytics. | proposal management | 7.8/10 | 8.3/10 | 8.6/10 | 7.1/10 |
| 7 | and co. (ironclad alternatives suite) Manage sales proposals and contract documents with versioning, e-signature handoff, and approval workflows for closing teams. | sales contracts | 7.2/10 | 7.6/10 | 7.4/10 | 6.8/10 |
| 8 | Conga Automate contract generation from data with guided document creation for Microsoft 365 and Salesforce workflows. | CPQ documents | 8.4/10 | 9.0/10 | 7.6/10 | 8.2/10 |
| 9 | SignNow Complete contract signing with bulk send, templates, and document management features for proposals and agreements. | e-signature platform | 7.6/10 | 8.0/10 | 7.2/10 | 7.4/10 |
| 10 | Opendocx Generate DOCX-based contracts and proposals with reusable templates and data-driven document creation for manual contract workflows. | template document automation | 6.6/10 | 6.4/10 | 7.3/10 | 6.8/10 |
Send proposals and contracts for e-signature with templates, reusable document structures, agreement workflows, and audit trails.
Create, route, and manage contracts with AI-assisted drafting, playbooks, workflow automation, and clause-level review.
Centralize contract data and automate contract lifecycle management with structured extraction, policy controls, and guided workflows.
Generate, review, and manage contracts using AI clause suggestions, guided playbooks, and contract repository workflows.
Build and send proposals and contracts with document templates, e-signature, payments, and CRM integrations.
Create trackable proposals that convert into e-signed agreements using document creation, approval flows, and analytics.
Manage sales proposals and contract documents with versioning, e-signature handoff, and approval workflows for closing teams.
Automate contract generation from data with guided document creation for Microsoft 365 and Salesforce workflows.
Complete contract signing with bulk send, templates, and document management features for proposals and agreements.
Generate DOCX-based contracts and proposals with reusable templates and data-driven document creation for manual contract workflows.
DocuSign
enterprise e-signatureSend proposals and contracts for e-signature with templates, reusable document structures, agreement workflows, and audit trails.
eSignature audit trail with recipient authentication and tamper-evident evidence
DocuSign stands out with enterprise-grade eSignature workflows and deep contract automation for proposals and agreements. It supports guided eSigning, template-driven document assembly, and robust approval routing with audit trails for compliance needs. The platform integrates with CRM and productivity tools to reduce manual document handoffs and keep proposal-to-sign status visible across teams.
Pros
- Strong eSignature with recipient authentication and tamper-evident audit trails
- Templates and routing streamline proposal-to-contract workflows at scale
- Wide integrations keep document status synced with sales and workflow tools
Cons
- Advanced admin and compliance controls can add setup complexity
- Usage and add-ons can increase costs for small teams
- Nonstandard proposal formats may require more template engineering
Best For
Enterprises managing high volumes of proposals and legally tracked contracts
Ironclad
CLM automationCreate, route, and manage contracts with AI-assisted drafting, playbooks, workflow automation, and clause-level review.
Contract playbooks that enforce clause standards and route approvals by workflow rules
Ironclad is known for turning proposal and contract workflows into guided, versioned processes with built-in approvals. It combines clause libraries, negotiation support, and structured agreement creation to reduce redlines and template drift. The platform also tracks document activity and integrates with core systems like Salesforce and Microsoft 365. It is strongest for teams that need consistent contracting practices across sales, legal, and procurement.
Pros
- Clause library and playbooks standardize agreement language across teams
- Workflow automation routes approvals with clear status and audit trails
- Strong integrations with Salesforce and Microsoft 365 for document and CRM alignment
- Negotiation features reduce manual redlines through guided collaboration
Cons
- Implementation and configuration can require significant admin time
- Advanced controls feel heavy for small teams with simple contracting needs
- Pricing can be high for organizations that only need basic document templates
Best For
Mid-market and enterprise legal and sales teams standardizing proposal approvals
Icertis Contract Intelligence
enterprise CLMCentralize contract data and automate contract lifecycle management with structured extraction, policy controls, and guided workflows.
Clause extraction and obligation analytics for structured contract risk and compliance insights
Icertis Contract Intelligence stands out with strong clause-level contract analytics and automation built for complex enterprise contract portfolios. It supports proposal and contract lifecycle workflows with approval routing, version control, and policy-driven governance. It also offers search and reporting across contracts using metadata, obligations, and clause extraction to reduce manual review effort. Integration capabilities connect it to common enterprise systems for document intake, enrichment, and downstream approvals.
Pros
- Clause extraction enables obligation visibility and faster contract risk review
- Policy-driven workflows support governance across multi-stakeholder approvals
- Robust search and reporting across large contract repositories
- Metadata and obligation tracking improves operational reporting for procurement and legal
Cons
- Implementation effort is high due to metadata and workflow configuration
- Advanced analytics setup requires specialist input for reliable clause mapping
- User experience can feel complex for teams doing simple contract intake only
Best For
Large enterprises needing clause analytics and governed contract workflows at scale
ContractPodAi
AI contract workflowGenerate, review, and manage contracts using AI clause suggestions, guided playbooks, and contract repository workflows.
AI-assisted drafting with clause library reuse during proposal and contract creation
ContractPodAi focuses on AI-assisted drafting, redlining, and collaboration for proposals and contracts. It supports document creation from templates, structured clause libraries, and guided review workflows with version history. The platform also provides eSignatures and audit-ready activity tracking for proposal and agreement cycles. ContractPodAi is strongest for teams that want repeatable contract outputs with less manual markup work.
Pros
- AI-assisted proposal and contract drafting reduces first-draft effort
- Clause libraries and templates support consistent, faster contract creation
- Redlining and review workflows keep negotiation history organized
- Built-in eSignature and audit tracking support signing compliance
Cons
- Setup of clause libraries and templates takes upfront process design
- Some advanced workflow customization feels rigid for edge cases
- Collaborator management can become complex in large proposal pipelines
Best For
Contract teams standardizing clause-heavy proposals and agreements
PandaDoc
proposal-to-signBuild and send proposals and contracts with document templates, e-signature, payments, and CRM integrations.
Merge fields and dynamic content that personalize proposals and contracts automatically.
PandaDoc stands out for turning proposals and contracts into trackable, interactive documents with automated approval workflows. It provides proposal templates, e-signature routing, and built-in analytics for viewing, activity, and funnel conversion. Document personalization works via merge fields and dynamic content, which helps reduce manual rework across sales cycles. The platform also supports contract versioning and collaboration through review and signing stages.
Pros
- Interactive proposals with templates, merge fields, and dynamic content
- Built-in e-signature workflow with approval routing and signing stages
- Real-time analytics for views, engagement, and proposal performance
- Collaboration tools for sharing, reviewing, and managing document state
Cons
- Template customization can feel limiting for highly bespoke contract layouts
- Automation setup can require careful configuration to avoid workflow mistakes
- Reporting is strong for documents but weaker for deeper revenue attribution
Best For
Sales and legal teams needing templated proposals with e-sign and engagement tracking
Proposify
proposal managementCreate trackable proposals that convert into e-signed agreements using document creation, approval flows, and analytics.
Proposal engagement analytics that show views, clicks, and time-to-approval
Proposify focuses on fast, guided proposal creation with reusable templates and strong content personalization for client-ready documents. It combines proposal building, electronic signature, and contract-style workflows designed to reduce back-and-forth after approval. The platform supports tracking and analytics on proposal views and engagement, helping teams measure which messaging drives conversions.
Pros
- Reusable proposal templates speed up consistent client deliverables
- Built-in e-signatures support approval without separate tooling
- Engagement tracking shows when recipients view and interact with proposals
- Personalization fields help tailor pricing and terms by account
Cons
- Advanced contract workflows lag behind dedicated CLM platforms
- Reporting depth is limited compared with enterprise document management
- Customization options can require admin setup for large teams
Best For
Sales teams needing proposal tracking and e-signature approvals
and co. (ironclad alternatives suite)
sales contractsManage sales proposals and contract documents with versioning, e-signature handoff, and approval workflows for closing teams.
Clause and template library for building consistent proposals and contract drafts
and.co stands out by combining proposal creation, e-signature, and contract workflow into one ironclad alternative suite. It supports clause and document templates, approval routing, and lifecycle tracking from proposal to executed agreement. The product focuses on sales and legal collaboration with audit-friendly activity logs and reusable content blocks. It works best when teams want structured contract operations rather than custom document engineering.
Pros
- Proposal and contract workflow runs through one shared system.
- Reusable templates and clause libraries speed consistent document drafting.
- Approval routing and activity tracking support accountability across teams.
- E-signature and execution status keep proposal-to-contract progress visible.
Cons
- Advanced customization needs more setup than lightweight editors.
- Deep legal automation is less comprehensive than top-tier contract platforms.
- Document analytics are more basic than specialized agreement intelligence tools.
- Template governance can require admin effort as libraries grow.
Best For
Sales and legal teams needing templated proposals with approval and e-signatures
Conga
CPQ documentsAutomate contract generation from data with guided document creation for Microsoft 365 and Salesforce workflows.
Conga Composer for template-based document generation with CRM data merges
Conga stands out for using CPQ-style quoting, document generation, and approval workflows in one contract creation experience. It supports proposal and contract templates that merge CRM data into customer-ready documents. Automated redlines, versioning, and multi-step approvals help teams control changes from draft through signature. The platform is strongest when Proposal and Contract processes are tied to Salesforce-style data and managed through guided workflows.
Pros
- Strong document automation with dynamic fields and template-driven proposals
- Approval workflows support controlled edits from draft to final versions
- Redline and version history help track changes across proposal cycles
- Integrates well with CRM data to reduce manual copy and paste
- Workflow and automation reduce turnaround time for recurring deals
Cons
- Template design and workflow setup take administration effort
- Complex approval and merge logic can be harder to maintain over time
- Not as efficient for teams without an existing CRM data model
Best For
Sales and ops teams automating proposal and contract generation with workflow approvals
SignNow
e-signature platformComplete contract signing with bulk send, templates, and document management features for proposals and agreements.
Template-based signing workflow with automated reminders and status tracking
SignNow stands out with workflow automation for signing, including templates, in-person and remote sign flows, and rapid reuse of proposal and contract layouts. It supports document signing with role-based fields, templates, and audit trails that capture signature events and document state changes. Users can track status and reminders for multiple documents and manage document versions through repeatable templates. Admin controls support team collaboration and centralized account management for business processes tied to proposals and agreements.
Pros
- Template-driven proposal and contract creation speeds up repeat deals
- Role-based signing fields reduce back-and-forth during review
- Audit trail captures signing events and document history
- Status tracking shows who signed and who still needs action
- Workflow reminders help keep proposals moving forward
Cons
- Advanced workflows take time to configure for multi-step approvals
- Template customization can feel limited for complex document logic
- Collaboration features are solid but not as deep as enterprise CLM tools
- Reporting and analytics are adequate but not robust for finance teams
Best For
Teams needing reusable proposal templates and fast signature workflows
Opendocx
template document automationGenerate DOCX-based contracts and proposals with reusable templates and data-driven document creation for manual contract workflows.
DOCX template variables for producing proposals and contracts with consistent clause structure.
Opendocx focuses on generating proposals and contract documents from templates with editable variables and DOCX output. It supports clause and field reuse so proposals and contracts stay consistent across clients and deal stages. The workflow emphasizes document production and versioning rather than deep contract lifecycle automation. Collaboration features are present for review steps, but advanced negotiation tools are limited compared to full contract management suites.
Pros
- DOCX-based proposal and contract generation with template variables
- Reusable clauses and fields reduce manual document editing
- Simple review and share workflow for proposal signoff
Cons
- Limited contract lifecycle automation versus dedicated CLM products
- Fewer integrations than broader document management ecosystems
- Version control and audit detail are not as comprehensive
Best For
Teams creating consistent proposals and contracts with DOCX templates and light review.
Conclusion
After evaluating 10 business finance, DocuSign 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.
How to Choose the Right Proposal And Contract Software
This guide helps you pick Proposal And Contract Software using concrete capabilities from DocuSign, Ironclad, Icertis Contract Intelligence, ContractPodAi, PandaDoc, Proposify, and.co, Conga, SignNow, and Opendocx. You will learn which features map to proposal speed, contract consistency, legal risk control, and signing workflow reliability. You will also avoid common setup and workflow pitfalls that repeatedly appear across these tools.
What Is Proposal And Contract Software?
Proposal And Contract Software helps teams create proposals and manage contracts from templates, merge data, route approvals, and capture signing with audit evidence. It replaces manual copy and paste with guided document assembly, version history, and activity tracking so sales and legal can work from the same controlled artifacts. Tools like PandaDoc deliver interactive proposals with merge fields and e-sign routing. Tools like DocuSign focus on legally tracked eSignature workflows with tamper-evident audit trails for executed agreements.
Key Features to Look For
The right feature set matches your document lifecycle from drafting and negotiation through approvals, signing, analytics, and controlled revisions.
Tamper-evident eSignature audit trails with recipient authentication
DocuSign provides eSignature audit trails with recipient authentication and tamper-evident evidence for compliance-focused agreements. SignNow also captures signing events and document state changes with audit trails and status tracking.
Clause libraries and playbooks that standardize contract language
Ironclad enforces clause standards using contract playbooks and routes approvals with workflow rules. and.co and ContractPodAi also rely on reusable clause and template libraries so drafting stays consistent across sales and legal teams.
Guided drafting and collaboration with redlining and version history
ContractPodAi uses AI-assisted drafting and supports redlining with organized negotiation history and version history. PandaDoc supports collaboration across review and signing stages while maintaining document versioning and state.
CRM data merges for dynamic proposal and contract generation
Conga focuses on Conga Composer to generate documents from CRM data merges and template-driven fields. PandaDoc also personalizes proposals using merge fields and dynamic content so proposals reflect client-specific terms automatically.
Approval workflows with clear routing and activity tracking
Ironclad automates routing for approvals with clear status and audit trails for contract workflows. Conga and SignNow both support multi-step approvals and workflow reminders that keep proposals moving through drafting and signing.
Contract analytics, clause extraction, and obligation visibility
Icertis Contract Intelligence provides clause extraction and obligation analytics for structured contract risk and compliance insights. PandaDoc adds engagement analytics like views and funnel conversion, which helps sales teams measure proposal performance.
How to Choose the Right Proposal And Contract Software
Use a short checklist that starts with your document workflow steps and ends with the system depth you need for risk control and automation.
Map your workflow steps to the document lifecycle controls you need
If your workflow ends with legally tracked signatures, prioritize DocuSign because it pairs eSigning with audit trails that include recipient authentication and tamper-evident evidence. If you need CRM-driven document assembly before signature, prioritize Conga because Conga Composer generates proposal and contract drafts from CRM data merges with guided workflows and approvals.
Standardize clauses and reduce redline drift across teams
If legal wants consistent wording and controlled negotiations, prioritize Ironclad because contract playbooks enforce clause standards and route approvals by workflow rules. If your process is clause-heavy but less governed, ContractPodAi and and.co provide clause and template libraries that accelerate repeatable proposal and contract outputs.
Decide how deep your analytics and governance must go
If you need enterprise contract intelligence with obligation visibility, prioritize Icertis Contract Intelligence because it offers clause extraction, policy-driven governance, and search and reporting based on metadata and obligations. If your primary goal is proposal engagement performance, prioritize PandaDoc or Proposify because they provide view and engagement analytics like views and clicks and time-to-approval.
Match template complexity to your tolerance for admin setup
If your proposals require complex template engineering and governance, DocuSign and Ironclad can require setup effort to configure advanced controls. If you need faster rollout with simpler document formats, SignNow and PandaDoc provide template-driven signing and interactive proposals with merge fields, but template customization can still limit edge-case logic.
Validate collaboration and signing handoffs across proposal to executed agreement
If negotiation history must stay organized across drafting, review, and signing, ContractPodAi and PandaDoc support redlining and collaboration across review and signing stages while maintaining version history. If execution speed and reminders matter for repeat deals, SignNow includes workflow reminders plus status tracking for multiple documents so teams can follow up on outstanding signatures.
Who Needs Proposal And Contract Software?
Different teams need different depths of document automation, from eSignature-only workflows to enterprise clause analytics and governed lifecycle management.
Enterprises managing high volumes of legally tracked contracts
DocuSign fits this segment because it provides eSignature audit trails with recipient authentication and tamper-evident evidence for compliance-focused signing. Icertis Contract Intelligence also fits because it centralizes contract data with clause extraction, obligation analytics, and policy-driven governance for large contract portfolios.
Mid-market and enterprise legal and sales teams standardizing proposal approvals
Ironclad fits because it combines clause libraries and contract playbooks with workflow automation that routes approvals with clear status and audit trails. and.co also fits because it brings clause and template libraries plus approval routing and activity tracking into one structured proposal and contract workflow for sales and legal collaboration.
Large enterprises needing clause analytics, risk visibility, and governed workflows
Icertis Contract Intelligence fits because clause extraction and obligation analytics support structured contract risk and compliance insights. It also fits because policy-driven workflows enable governance across multi-stakeholder approvals with metadata and obligation tracking.
Sales and ops teams automating proposal and contract generation from CRM-style data
Conga fits because Conga Composer merges CRM data into template-driven documents and supports guided approval workflows with redline and version history. PandaDoc fits when sales wants interactive, personalized proposals via merge fields and dynamic content paired with built-in eSignature and analytics.
Common Mistakes to Avoid
Misalignment between your workflow requirements and the tool’s document depth leads to slow adoption, brittle workflows, and inconsistent outputs.
Assuming any eSignature tool also solves contract governance
DocuSign excels at legally tracked eSignature with recipient authentication and tamper-evident audit trails, but it is not a clause-governance engine like Ironclad or Icertis Contract Intelligence. If you need clause standards and workflow governance, prioritize Ironclad with contract playbooks or Icertis with clause extraction and policy-driven workflows.
Underestimating the admin work required to configure advanced workflows and templates
Ironclad, Icertis Contract Intelligence, and Conga can require significant setup time to configure metadata, workflow rules, and template and merge logic. SignNow and PandaDoc can feel simpler, but complex approval and merge logic can still become harder to maintain over time.
Choosing a tool for drafting speed while ignoring negotiation history and version control
ContractPodAi supports AI-assisted drafting with redlining and organized negotiation history plus version history, which helps teams keep track of changes. Opendocx can produce consistent DOCX documents with template variables, but it has limited lifecycle automation and less comprehensive audit detail than full CLM-class platforms.
Optimizing for document creation while failing to track proposal or contract performance
Proposify and PandaDoc include engagement analytics that show views, clicks, and time-to-approval so sales teams can measure what drives client actions. Icertis provides clause and obligation analytics for compliance outcomes, while tools focused only on document production like Opendocx do not deliver deep obligation visibility.
How We Selected and Ranked These Tools
We evaluated DocuSign, Ironclad, Icertis Contract Intelligence, ContractPodAi, PandaDoc, Proposify, and.co, Conga, SignNow, and Opendocx on overall capability, features depth, ease of use, and value for the intended workflow. We treated features coverage as the ability to connect drafting and templates to routing, approvals, and signing with dependable tracking and audit evidence. We separated DocuSign from lower-ranked tools by emphasizing its eSignature audit trail with recipient authentication and tamper-evident evidence, which directly supports legally tracked agreement execution. We also used feature fit as a differentiator, so Ironclad ranked high for contract playbooks and clause-level workflow enforcement and Conga ranked high for CRM merge-based automation via Conga Composer.
Frequently Asked Questions About Proposal And Contract Software
Which tools give the strongest eSignature audit evidence for proposal-to-contract signing?
DocuSign provides tamper-evident eSignature audit trails with recipient authentication and guided signing flows. SignNow adds role-based signature fields, reusable templates, and audit logs that capture signature events and document state changes.
How do Ironclad and Icertis Contract Intelligence differ for clause control and governance?
Ironclad focuses on guided, versioned contracting workflows that enforce clause standards with clause libraries and approval routing. Icertis Contract Intelligence emphasizes clause-level extraction, obligation analytics, and policy-driven governance across large contract portfolios.
Which proposal and contract software is best when your process needs structured approvals and routing rules?
Ironclad routes approvals through workflow rules and keeps proposals and agreements in a versioned, guided process. Conga adds multi-step approvals and automated redlines while generating customer-ready documents from templates.
What tool helps teams reduce redlines during drafting with reusable clause libraries and playbooks?
Ironclad uses contract playbooks and clause libraries to standardize agreement terms and reduce template drift. ContractPodAi speeds drafting with AI-assisted clause reuse from a structured library and keeps version history for collaboration.
Which platforms integrate proposal data into generated documents using CRM or productivity systems?
Conga merges CRM data into proposal and contract templates with CPQ-style quoting and guided generation. Ironclad integrates with Salesforce-style workflows through Salesforce and Microsoft 365 connections that support structured approvals.
If you need trackable, interactive proposals with engagement analytics, which tool fits best?
PandaDoc creates interactive proposals and contracts with automated approval workflows and analytics for viewing and activity. Proposify focuses on proposal engagement tracking such as views, clicks, and time-to-approval tied to its guided proposal creation and e-signature steps.
Which option is most suitable for AI-assisted drafting and collaborative redlining with audit-ready activity?
ContractPodAi provides AI-assisted drafting and redlining plus guided review workflows with version history. It also includes eSignatures and audit-ready activity tracking so the proposal-to-agreement cycle stays observable.
What should teams consider if they want DOCX template production instead of deep contract lifecycle automation?
Opendocx generates proposals and contract documents from DOCX templates using editable variables and clause or field reuse. Its workflow emphasizes document production and versioning, while advanced negotiation and governance features are limited compared to suites like Ironclad.
Which tools combine proposal creation, eSigning, and contract workflow in one structured lifecycle?
and.co bundles templated proposal creation, e-signature, approval routing, and lifecycle tracking from proposal to executed agreement. DocuSign is strongest when you already have contract automation needs and want enterprise-grade signing workflows with deep approval visibility.
Tools reviewed
Referenced in the comparison table and product reviews above.
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