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Business FinanceTop 10 Best Proposal Automation 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%
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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
Template-based visual proposal builder that generates branded proposals from reusable components
Built for sales teams needing fast, visual proposal automation with e-signature.
PandaDoc
Reusable templates with dynamic variables for automated proposal content
Built for sales teams automating proposal creation, e-signatures, and tracking.
Flipsnack
Interactive flipbook proposals with embedded media and built-in view analytics
Built for sales teams needing visually rich proposals with viewing analytics.
Comparison Table
This comparison table evaluates proposal automation software such as Qwilr, PandaDoc, Proposify, Better Proposals, and Tars. You can use it to compare core capabilities like proposal templates, document generation, e-sign and tracking features, collaboration tools, and integrations. The goal is to help you match each platform to your sales workflow requirements and proposal volume.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Qwilr Qwilr creates proposal and quote pages that let sales teams reuse templates, collect e-signatures, and track engagement. | sales enablement | 9.0/10 | 9.3/10 | 8.7/10 | 7.9/10 |
| 2 | PandaDoc PandaDoc automates proposals, quotes, and document workflows with templates, approval paths, and e-signatures. | document automation | 8.4/10 | 8.8/10 | 8.1/10 | 8.0/10 |
| 3 | Proposify Proposify generates proposals from reusable blocks and documents outcomes with versioning, analytics, and e-signature options. | proposal templates | 7.8/10 | 8.2/10 | 8.4/10 | 6.9/10 |
| 4 | Better Proposals Better Proposals helps teams build proposal documents with dynamic fields, templates, and automated delivery and tracking. | proposal workflow | 7.4/10 | 7.8/10 | 7.2/10 | 7.3/10 |
| 5 | Tars Tars builds interactive, automated lead qualification and proposal-like flows that route users to tailored offers. | interactive automation | 7.4/10 | 7.8/10 | 8.2/10 | 7.1/10 |
| 6 | Loopio Loopio streamlines bid and proposal creation with library management, auto-fill, and collaboration for faster responses. | RFP automation | 7.8/10 | 8.4/10 | 7.2/10 | 7.5/10 |
| 7 | RFPIO RFPIO accelerates response generation for RFPs with content management, answer library reuse, and workflow controls. | RFP automation | 7.2/10 | 8.1/10 | 7.0/10 | 6.9/10 |
| 8 | Flipsnack Flipsnack publishes interactive proposals and sales documents with templates, links, and view tracking. | interactive documents | 7.8/10 | 8.0/10 | 8.6/10 | 7.1/10 |
| 9 | Zendesk Zendesk supports proposal-related automation through workflow automation, templated responses, and integrations with sales systems. | workflow automation | 7.3/10 | 7.4/10 | 8.0/10 | 6.8/10 |
| 10 | Nintex Nintex automates proposal-related processes by orchestrating document workflows, approval steps, and integration actions. | process automation | 6.9/10 | 7.4/10 | 6.6/10 | 6.7/10 |
Qwilr creates proposal and quote pages that let sales teams reuse templates, collect e-signatures, and track engagement.
PandaDoc automates proposals, quotes, and document workflows with templates, approval paths, and e-signatures.
Proposify generates proposals from reusable blocks and documents outcomes with versioning, analytics, and e-signature options.
Better Proposals helps teams build proposal documents with dynamic fields, templates, and automated delivery and tracking.
Tars builds interactive, automated lead qualification and proposal-like flows that route users to tailored offers.
Loopio streamlines bid and proposal creation with library management, auto-fill, and collaboration for faster responses.
RFPIO accelerates response generation for RFPs with content management, answer library reuse, and workflow controls.
Flipsnack publishes interactive proposals and sales documents with templates, links, and view tracking.
Zendesk supports proposal-related automation through workflow automation, templated responses, and integrations with sales systems.
Nintex automates proposal-related processes by orchestrating document workflows, approval steps, and integration actions.
Qwilr
sales enablementQwilr creates proposal and quote pages that let sales teams reuse templates, collect e-signatures, and track engagement.
Template-based visual proposal builder that generates branded proposals from reusable components
Qwilr focuses on proposal automation with a visual, template-first editor that turns proposals into branded, shareable pages. It automates the full proposal flow by generating proposals from reusable templates, sending them for e-signature, and tracking status in one place. Built-in analytics show view and interaction signals so sales teams can follow up based on recipient engagement. Qwilr also supports integrations with common sales tools to reduce manual copy and paste across workflows.
Pros
- Visual proposal builder speeds up branded document creation
- Automated proposal status tracking supports clear deal follow-up
- E-signature and secure sharing streamline the final approval step
- Engagement analytics show views and interactions for better targeting
- Reusable templates keep proposals consistent across the team
Cons
- Advanced custom logic requires more workflow planning
- Collaboration features are less comprehensive than dedicated CRMs
- Reporting depth can feel limited for finance-grade tracking
Best For
Sales teams needing fast, visual proposal automation with e-signature
PandaDoc
document automationPandaDoc automates proposals, quotes, and document workflows with templates, approval paths, and e-signatures.
Reusable templates with dynamic variables for automated proposal content
PandaDoc stands out for turning proposal drafting into an end-to-end workflow that merges templates, content automation, and e-signature in one place. It supports document building with reusable fields, approval-style review steps, and conditional logic so proposals adapt to customer choices. Built-in analytics and version history help teams see what changed and how proposals performed after sending. For proposal automation specifically, it pairs generating quotes and proposals with trackable delivery status and signature completion.
Pros
- Proposal templates with reusable variables speed quote creation and updates
- Conditional logic tailors proposals based on customer selections
- E-signature workflow and status tracking reduce manual follow-ups
- Analytics shows view and signature activity for sent proposals
- Version history helps manage proposal revisions for approvals
Cons
- Advanced automation requires setup that can slow initial rollout
- Document customization can feel limiting for complex layouts
- Reporting focuses on proposal engagement more than deal-level attribution
Best For
Sales teams automating proposal creation, e-signatures, and tracking
Proposify
proposal templatesProposify generates proposals from reusable blocks and documents outcomes with versioning, analytics, and e-signature options.
Proposal analytics with view tracking and status milestones.
Proposify stands out for turning proposal creation into a guided, automation-focused workflow for sales teams. It supports dynamic document content, reusable proposal templates, and reusable sections so teams can standardize messaging while still customizing each deal. Built-in tracking covers proposal views and status changes, and automated follow-ups help sales stay on schedule. Sales managers get reporting on proposal activity and performance tied to each proposal workflow.
Pros
- Dynamic proposal templates reduce manual edits per deal
- Reusable sections speed up building consistent proposals
- Proposal activity tracking shows views and status changes
- Automated follow-ups support disciplined proposal follow-through
- Team-friendly workflow reduces errors in versions
Cons
- Advanced automation depends on template discipline
- Collaboration features are lighter than full CPQ suites
- Integrations can be limited for complex CRM setups
- Pricing increases quickly with larger teams and usage
Best For
Sales teams needing tracked, automated proposals with reusable templates
Better Proposals
proposal workflowBetter Proposals helps teams build proposal documents with dynamic fields, templates, and automated delivery and tracking.
Template variables that dynamically populate deal data across proposal sections
Better Proposals focuses on automating recurring proposal work with reusable templates and guided workflows. It standardizes proposal creation, revision, and delivery by connecting content blocks to deal-specific variables. The system streamlines collaboration by enabling internal review cycles before sending proposals to clients.
Pros
- Reusable proposal templates reduce repetitive writing across deals
- Field-driven templates keep pricing and terms consistent
- Built-in review flow supports internal approvals before client delivery
Cons
- Customization beyond templates takes more setup than teams expect
- Advanced automation options can feel limited for complex quoting logic
- Collaboration features depend heavily on how proposals are structured
Best For
Sales teams standardizing proposals with template-driven automation and approvals
Tars
interactive automationTars builds interactive, automated lead qualification and proposal-like flows that route users to tailored offers.
AI-generated proposal drafts from prompts and guided proposal inputs
Tars stands out with a proposal builder focused on AI-assisted document generation and guided proposal flows. It combines templates, dynamic fields, and approvals to streamline creating consistent proposals for sales and partnerships. The workflow supports collaboration so multiple stakeholders can edit and sign off before sending. It is best used for teams that want faster proposal drafts without building custom automation from scratch.
Pros
- AI-assisted proposal drafting speeds up first-draft creation
- Template and dynamic field system keeps proposal formats consistent
- Built-in collaboration supports internal review and approval workflows
- Guided flows reduce omissions when assembling proposals
Cons
- Limited visibility into downstream funnel performance and proposal analytics
- Complex proposal logic can feel constrained versus custom automation
- Export and formatting controls can be less flexible for advanced branding
- Automation depth is weaker than full CPQ and quote systems
Best For
Sales teams automating proposal creation with templates and AI assistance
Loopio
RFP automationLoopio streamlines bid and proposal creation with library management, auto-fill, and collaboration for faster responses.
Playbooks that guide bid teams to assemble approved content into consistent proposals
Loopio focuses on proposal content management with structured workflows that link sales enablement assets to proposal sections. It provides template-based document generation, guided playbooks, and collaboration controls that keep proposal language consistent across teams. Built-in versioning and approval workflows help manage changes from draft to final submission. Strong integration support connects proposal data with common CRM and sales tooling to reduce manual copy and paste.
Pros
- Content library maps approved assets to reusable proposal sections
- Approval workflows reduce risk of inconsistent messaging in proposals
- Template controls standardize structure across bids and deals
- CRM and sales-tool integrations cut manual proposal assembly
Cons
- Setup of playbooks and sections requires time and governance
- Template customization can feel constrained for highly bespoke proposals
- Collaboration features are strong but can add process overhead
- Costs rise with additional users and proposal volume
Best For
Sales teams standardizing proposal content with approvals and guided workflows
RFPIO
RFP automationRFPIO accelerates response generation for RFPs with content management, answer library reuse, and workflow controls.
Structured response templates with reusable content blocks for consistent RFP answers
RFPIO stands out with a proposal-first workflow that connects question research to reusable answer content. It combines search and knowledge management for sales enablement, so teams can draft with consistent facts. Proposal automation is driven through structured templates, content blocks, and guided collaboration across proposal stages. The result is faster assembly of compliant, brand-consistent proposals that can still be tailored per RFP.
Pros
- Question-to-answer workflows improve consistency across RFP responses
- Reusable content blocks speed proposal drafting without losing customization
- Centralized knowledge and permissions support controlled proposal collaboration
Cons
- Setup effort is high because content taxonomy and permissions must be designed
- Template customization can feel constrained for highly specialized proposal formats
- Automation value drops if teams do not maintain knowledge and answer libraries
Best For
Enterprise proposal teams standardizing responses across RFPs and sales pursuits
Flipsnack
interactive documentsFlipsnack publishes interactive proposals and sales documents with templates, links, and view tracking.
Interactive flipbook proposals with embedded media and built-in view analytics
Flipsnack stands out for turning proposal documents into flipbook-style interactive presentations with page-level viewing controls. It supports templated design for sales collateral and proposals, along with embeds for images, videos, and links inside the publication. It also supports lead capture and analytics tied to viewing behavior, which helps sales teams follow up after a proposal is opened. For proposal automation, it focuses more on rich document delivery and tracking than on approval workflows or CRM-native quoting.
Pros
- Flipbook proposals create a premium reading experience with built-in interactivity
- Templates and branding controls speed up repeatable proposal creation
- View analytics support better follow-up based on what prospects actually opened
Cons
- Automation is limited because it lacks true workflow and approval orchestration
- Data-driven field merges for quoting and line items are not its core strength
- Exporting to classic proposal formats for internal compliance is less streamlined
Best For
Sales teams needing visually rich proposals with viewing analytics
Zendesk
workflow automationZendesk supports proposal-related automation through workflow automation, templated responses, and integrations with sales systems.
Triggers and automation rules that execute actions on ticket status and field changes
Zendesk stands out for proposal automation that begins with ticket-driven workflows and expands into guided agent actions. You can automate request intake, triage, and follow-ups using triggers and workflow steps in the Zendesk suite. Core capabilities include ticket rules, SLA management, knowledge base support, and integrations that connect CRM data to prefilled content for proposal drafts. For proposal-focused teams, it is strongest when proposals originate from support, sales requests, or service desk intake rather than from standalone document builders.
Pros
- Workflow triggers automate proposal intake and routing from ticket events
- SLA policies enforce response timelines tied to proposal tasks
- Integrations populate proposal drafts using customer and request context
Cons
- It lacks a dedicated proposal document builder compared with proposal-first tools
- Complex approval chains require careful workflow configuration
- Reporting for proposal outcomes depends on integrations and custom fields
Best For
Support and sales-ops teams automating proposal follow-ups from customer tickets
Nintex
process automationNintex automates proposal-related processes by orchestrating document workflows, approval steps, and integration actions.
Nintex Workflow Automation’s visual workflow designer for approvals and conditional routing
Nintex stands out for turning proposal and bid workflows into governed process automation built on visual workflow design. It supports document-centric automation with logic, approvals, and integrations that can drive structured proposal steps across teams. For proposal automation specifically, it helps standardize how content gets assembled, reviewed, and routed using reusable workflow patterns. It is most effective when proposals align with an organization’s existing systems and approval processes.
Pros
- Visual workflow designer supports reusable, governed proposal processes
- Strong workflow automation with approvals, routing, and conditional logic
- Integrates with enterprise systems to pull data into proposal steps
- Supports document generation workflows for consistent bid deliverables
Cons
- Setup and governance can require significant admin effort
- Complex workflows are harder to maintain without workflow standards
- Proposal-specific templates and guidance are not as turnkey as niche tools
- Integrations and document flows can add implementation cost
Best For
Enterprises automating proposal approvals and content assembly with workflow governance
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.
How to Choose the Right Proposal Automation Software
This buyer's guide section explains how to pick Proposal Automation Software for sales, bid teams, support-driven quoting, and enterprise approval workflows. It covers tools including Qwilr, PandaDoc, Proposify, Better Proposals, Tars, Loopio, RFPIO, Flipsnack, Zendesk, and Nintex. Use it to match your proposal process to the features you actually need.
What Is Proposal Automation Software?
Proposal Automation Software helps teams create, send, and track proposal documents using reusable templates, dynamic content, and workflow steps. It reduces manual copying by generating proposal pages from structured blocks and deal-specific fields. It also improves follow-through by tracking delivery status, e-signature completion, and viewer engagement. Tools like Qwilr and PandaDoc represent proposal-first automation that generates branded proposals and integrates e-signature and engagement tracking into one flow.
Key Features to Look For
The right feature set determines whether proposals get built consistently, reviewed safely, and followed up with actionable signals.
Template-first proposal building with reusable components
Qwilr uses a visual template-based editor that generates branded proposal pages from reusable components so teams keep formatting consistent. PandaDoc and Proposify also use reusable templates and blocks so sales teams build proposals faster while preserving deal-specific customization.
Dynamic fields and conditional content that adapts per customer choices
PandaDoc supports dynamic variables and conditional logic so proposals change based on what a customer selects. Better Proposals and Loopio both use field-driven templates and content mapping so pricing and terms populate consistently across proposal sections.
E-signature and secure delivery status tracking
Qwilr includes e-signature and secure sharing with automated proposal status tracking so teams know where each deal stands. PandaDoc similarly ties e-signature workflow and status tracking to sent proposals to reduce manual follow-ups.
Engagement and proposal analytics tied to view and status milestones
Proposify delivers proposal analytics focused on view tracking and status milestones so sales managers can measure movement through each proposal workflow. Qwilr and Flipsnack both provide engagement signals, with Qwilr tracking interaction analytics and Flipsnack providing view analytics on interactive flipbook proposals.
Guided internal review and approval workflows
Better Proposals adds an internal review flow before client delivery to support approval cycles. Loopio and Nintex both include approval workflows, with Loopio using collaboration controls tied to content governance and Nintex using a visual workflow designer for approvals and conditional routing.
Knowledge reuse and content assembly for RFP and bid consistency
RFPIO is built for question-to-answer workflows that connect reusable answer content to structured response templates. Loopio provides playbooks and a content library that maps approved assets to reusable proposal sections so bid teams assemble consistent responses without reinventing messaging.
How to Choose the Right Proposal Automation Software
Pick a tool by matching your proposal workflow stage to the automation depth each product actually supports.
Start with how proposals are created in your team
If your team needs branded proposal pages built quickly from templates, choose Qwilr because its visual, template-first editor generates shareable proposal pages. If you need proposals, quotes, and e-signature workflows connected through reusable variables and conditional logic, choose PandaDoc.
Map automation to your follow-up and visibility requirements
If you need view and interaction analytics plus status tracking for clear next steps, choose Qwilr or Proposify. If you need analytics on what prospects actually viewed inside a rich document, choose Flipsnack because it delivers interactive flipbook proposals with view analytics.
Define your review and approval process
If approvals happen internally before the client sees the proposal, choose Better Proposals because it includes a built-in review flow. If approvals and routing must follow an enterprise workflow standard, choose Nintex because it uses a visual workflow designer for approvals and conditional routing across systems.
Match the tool to your proposal type and content model
For RFP response consistency built on reusable knowledge and answer libraries, choose RFPIO because it links questions to reusable answer content with structured response templates. For bid teams that assemble from approved assets and playbooks, choose Loopio because it provides playbooks and a content library that maps approved assets to proposal sections.
Check whether you need AI drafting or workflow orchestration
If you want faster first drafts from prompts and guided inputs, choose Tars because it generates AI-assisted proposal drafts and supports guided flows. If your proposal automation must execute inside a ticket-driven process, choose Zendesk because its workflow automation uses triggers and SLA policies to run proposal-related actions from ticket events.
Who Needs Proposal Automation Software?
Different proposal automation tools fit different starting points in the selling or service workflow.
Sales teams that need fast, visual proposal automation with e-signature
Qwilr is a strong fit because it uses a visual template-first builder, automates proposal status tracking, and includes e-signature and secure sharing. PandaDoc also fits this segment with reusable templates, dynamic variables, e-signature workflow, and analytics for views and signature activity.
Sales teams that want reusable templates with measurable proposal engagement
Proposify matches this need with proposal analytics that track views and status milestones tied to proposal workflows. Qwilr and Flipsnack also support engagement signals, with Qwilr tracking interaction analytics and Flipsnack tracking page-level viewing behavior in interactive flipbooks.
Sales and bid teams that must standardize messaging through playbooks, libraries, and approvals
Loopio is built for content standardization because it provides playbooks and a content library that maps approved assets to reusable proposal sections and uses approval workflows. Better Proposals supports standardized templates with field-driven variables and an internal review flow to keep pricing and terms consistent.
Enterprise organizations that automate governed approvals and content assembly
Nintex is designed for governance because it provides a visual workflow designer that drives approvals, routing, and conditional logic tied to document steps. RFPIO fits enterprise RFP teams that need consistent, compliant responses by reusing structured question-to-answer templates across proposals.
Common Mistakes to Avoid
Several repeatable pitfalls show up across proposal automation tools when teams mismatch capabilities to their process requirements.
Choosing a tool without planning the workflow logic and template discipline
Qwilr supports advanced logic but requires workflow planning for complex automation, and Proposify’s automation depends on template discipline to deliver consistent outcomes. PandaDoc also needs setup for advanced automation so conditional logic and dynamic variables work reliably.
Using engagement analytics that do not match the follow-up questions your team asks
Flipsnack provides view analytics for interactive flipbooks, but it focuses on rich delivery and tracking rather than approval orchestration and deal-level attribution. Proposify provides view and status milestone analytics, while Qwilr provides proposal interaction analytics, so align your reporting needs to the tool’s analytics focus.
Relying on a general workflow tool when your team needs proposal-first construction
Zendesk is strongest for ticket-driven triggers and follow-ups, not standalone proposal document building like Qwilr or PandaDoc. Nintex can govern approvals and routing, but it is less turnkey for proposal-specific templates and guidance compared with niche proposal automation tools.
Underestimating the governance work required to get consistent reusable content
Loopio requires time and governance to set up playbooks and sections, and RFPIO requires content taxonomy and permissions design to make reusable answer libraries effective. If teams do not maintain reusable content, the automation value drops for both Loopio and RFPIO.
How We Selected and Ranked These Tools
We evaluated Qwilr, PandaDoc, Proposify, Better Proposals, Tars, Loopio, RFPIO, Flipsnack, Zendesk, and Nintex across overall capability, features strength, ease of use, and value for proposal automation outcomes. We prioritized tools that tie together template reuse with workflow steps like e-signature, approvals, and tracked delivery or viewing signals. Qwilr separated itself by combining a template-based visual proposal builder with e-signature and automated proposal status tracking so sales teams can create, send, and follow up from one workflow. Lower-ranked options like Nintex excel at governed orchestration but demand more admin effort to maintain complex workflows compared with proposal-first builders like Qwilr and PandaDoc.
Frequently Asked Questions About Proposal Automation Software
How do Qwilr and PandaDoc differ in how they build and send proposals?
Qwilr uses a template-first, visual editor that generates branded proposal pages and tracks recipient engagement signals after sending. PandaDoc focuses on an end-to-end document workflow that merges reusable templates and dynamic variables with e-signature and proposal delivery status.
Which tool is best for standardizing proposal content using guided templates and reusable sections?
Loopio standardizes proposal language by linking sales enablement playbooks and approved content blocks to template-driven proposal sections. Proposify also supports reusable sections and dynamic content so teams keep consistent messaging while customizing each deal.
What options do I have for conditional proposal logic and adaptive content?
PandaDoc supports conditional logic so proposals change based on customer selections and merges content automation into the proposal workflow. Better Proposals uses deal-variable templates that populate content blocks across proposal sections during creation and revision.
How do these tools handle approvals before proposals are shared with customers?
Tars supports multi-stakeholder collaboration with edit and sign-off steps inside the proposal workflow before sending. Loopio and Better Proposals both include review cycles and approval-oriented workflows that control draft-to-final delivery.
Which platform is strongest for following up based on proposal views and interaction analytics?
Qwilr provides built-in analytics for proposal views and interaction signals so sales teams can time follow-ups to engagement. Proposify tracks proposal views and status milestones, while Flipsnack adds page-level viewing controls with lead capture and behavior-linked analytics.
If my proposals come from RFP responses, how do RFPIO and other tools fit the workflow?
RFPIO drives RFP proposal automation by combining question research with reusable answer content and assembling responses through structured templates and collaboration steps. Qwilr and PandaDoc are strong when proposals start as sales artifacts, but RFPIO is tailored for consistently answering standardized RFP prompts.
Can proposal automation run from support or ticket intake instead of a standalone document builder?
Zendesk starts proposal-oriented automation from tickets using triggers, workflow steps, and SLA rules that execute actions when fields or statuses change. Nintex can also automate routed approval steps across teams, but Zendesk is specifically designed to originate the process from customer support workflows.
What is a common integration approach across proposal automation tools to reduce manual copy and paste?
Qwilr and Loopio both emphasize integration support that connects proposal data with common sales tooling to reduce manual assembly. PandaDoc and Proposify also support workflows that keep reusable templates and variables aligned with delivery status so teams avoid reformatting content per deal.
How should I choose between Flipsnack and Qwilr when the deliverable needs rich presentation and tracking?
Flipsnack optimizes for interactive flipbook-style proposals with embedded media, page-level viewing behavior, and lead capture tied to viewing analytics. Qwilr optimizes for template-driven branded proposal pages with e-signature and recipient engagement tracking focused on proposal flow execution.
How do Nintex and Loopio support governed processes across multiple teams and approvers?
Nintex turns proposal handling into governed process automation using a visual workflow designer, approvals, and conditional routing that standardizes how content is assembled and reviewed. Loopio supports versioning and approval workflows with collaboration controls, while also keeping proposal content consistent through playbooks linked to template sections.
Tools reviewed
Referenced in the comparison table and product reviews above.
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