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Business FinanceTop 10 Best Proposal Development Software of 2026
Compare top proposal development tools to streamline creation, boost win rates. Discover software for better proposals – start here.
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.
Qwilr
Interactive proposal pages with embedded forms and engagement tracking
Built for sales teams creating interactive, trackable proposals with reusable templates.
Better Proposals
Reusable proposal blocks combined with template-driven sections for fast personalization
Built for sales teams standardizing proposals with reusable templates and lightweight personalization.
Proposify
Interactive proposals with real-time engagement analytics and content-level insights
Built for sales teams needing guided, interactive proposals with analytics and personalization.
Related reading
Comparison Table
This comparison table reviews proposal development software such as Qwilr, Better Proposals, Proposify, PandaDoc, and Loopio to help teams build proposals faster and with fewer formatting issues. Side-by-side evaluations highlight key differences in templates, document generation, e-signatures, tracking, and collaboration features so readers can match tools to their proposal workflow.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Qwilr Creates and publishes proposal documents from templates with trackable, shareable links and live updates. | proposal pages | 8.8/10 | 9.0/10 | 8.5/10 | 8.8/10 |
| 2 | Better Proposals Generates branded proposals from structured data with e-sign delivery and proposal analytics. | sales proposals | 8.1/10 | 8.4/10 | 8.2/10 | 7.6/10 |
| 3 | Proposify Builds proposals from reusable templates with approvals, e-signatures, and version control. | enterprise proposals | 8.2/10 | 8.3/10 | 8.6/10 | 7.6/10 |
| 4 | PandaDoc Produces proposals and revenue documents with templates, conditional fields, e-sign, and workflow tracking. | document automation | 8.3/10 | 8.6/10 | 8.3/10 | 7.9/10 |
| 5 | Loopio Centralizes sales proposal content and automates proposal creation with bid management and collaboration. | proposal automation | 8.1/10 | 8.5/10 | 7.8/10 | 7.9/10 |
| 6 | RFPIO Provides RFP and proposal response authoring with reusable content blocks and compliance workflows. | RFP response | 8.1/10 | 8.5/10 | 7.8/10 | 7.9/10 |
| 7 | Conga Composer Generates proposals and documents from Salesforce data using configurable templates and data-driven output. | CPQ-style documents | 8.1/10 | 8.5/10 | 7.8/10 | 7.7/10 |
| 8 | Ironclad Manages proposal and contract workflows with guided negotiations, clause library features, and approvals. | legal workflow | 8.1/10 | 8.6/10 | 7.8/10 | 7.6/10 |
| 9 | Ironclad Proposals Supports proposal creation and workflow steps that route requests to approvals and signing steps. | proposal workflows | 7.7/10 | 8.2/10 | 7.4/10 | 7.3/10 |
| 10 | Torc.ai Drafts and customizes proposals using guided inputs with content reuse and collaboration features. | AI proposal drafting | 7.2/10 | 7.3/10 | 7.5/10 | 6.7/10 |
Creates and publishes proposal documents from templates with trackable, shareable links and live updates.
Generates branded proposals from structured data with e-sign delivery and proposal analytics.
Builds proposals from reusable templates with approvals, e-signatures, and version control.
Produces proposals and revenue documents with templates, conditional fields, e-sign, and workflow tracking.
Centralizes sales proposal content and automates proposal creation with bid management and collaboration.
Provides RFP and proposal response authoring with reusable content blocks and compliance workflows.
Generates proposals and documents from Salesforce data using configurable templates and data-driven output.
Manages proposal and contract workflows with guided negotiations, clause library features, and approvals.
Supports proposal creation and workflow steps that route requests to approvals and signing steps.
Drafts and customizes proposals using guided inputs with content reuse and collaboration features.
Qwilr
proposal pagesCreates and publishes proposal documents from templates with trackable, shareable links and live updates.
Interactive proposal pages with embedded forms and engagement tracking
Qwilr stands out for turning proposal content into interactive, web-like documents with embedded forms and trackable engagement. It supports proposal building from reusable templates and components, then links data to common fields to reduce repetitive editing. Collaboration features help teams review and iterate quickly before sending, with version control and comment-style workflows. Visual customization stays fast enough for sales teams that need proposals to look polished without technical work.
Pros
- Interactive proposals with built-in CTAs and form embeds
- Reusable templates and components speed repeat proposals
- Live preview and clean layout tools reduce formatting errors
- Sharing controls and engagement tracking improve follow-up
- Team collaboration supports review cycles without rework
Cons
- Advanced document logic is limited versus custom proposal platforms
- Deep CRM data automation requires setup beyond simple merge fields
- Long-form proposals can feel restrictive in granular styling
- Export and offline editing workflows are not as flexible as editors
Best For
Sales teams creating interactive, trackable proposals with reusable templates
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Better Proposals
sales proposalsGenerates branded proposals from structured data with e-sign delivery and proposal analytics.
Reusable proposal blocks combined with template-driven sections for fast personalization
Better Proposals is distinct for turning proposal creation into a repeatable, semi-automated workflow using reusable blocks and structured templates. It supports building proposals from content snippets, managing variables for dynamic fields, and maintaining a consistent look across documents. The editor emphasizes speed for sales teams who need to draft, personalize, and resend proposals with minimal manual formatting. It also includes collaboration elements like versioning and approvals so teams can keep proposal content aligned.
Pros
- Reusable proposal blocks speed drafting across repeated deal types
- Template-driven formatting keeps brand and layout consistent
- Dynamic variables support personalized sections without rework
- Versioning and approval flow reduce proposal mistakes
Cons
- Complex proposal logic needs manual setup and ongoing maintenance
- Advanced customization can feel limited compared with document editors
- Collaboration depends on the platform workflow rather than native editing
Best For
Sales teams standardizing proposals with reusable templates and lightweight personalization
Proposify
enterprise proposalsBuilds proposals from reusable templates with approvals, e-signatures, and version control.
Interactive proposals with real-time engagement analytics and content-level insights
Proposify focuses on turning proposal creation into a guided, repeatable process with template-driven editing and reusable content blocks. It supports interactive proposals with device-friendly layouts, e-signature integration options, and audience tracking through built-in analytics. The workflow emphasizes collaboration between proposal authors, approvers, and sales teams using structured fields and version control behaviors.
Pros
- Interactive proposal builder with rich templates and reusable content blocks
- Strong document personalization using structured fields and dynamic sections
- Built-in analytics for viewing, engagement, and proposal performance
Cons
- Less suited for highly complex quoting logic beyond typical proposal workflows
- Advanced layout control can feel limited compared with full document editors
- Collaboration and approval tracking lacks the depth of dedicated workflow suites
Best For
Sales teams needing guided, interactive proposals with analytics and personalization
More related reading
PandaDoc
document automationProduces proposals and revenue documents with templates, conditional fields, e-sign, and workflow tracking.
Doc variables and merge fields that personalize proposals automatically
PandaDoc stands out for turning proposal creation into a document-driven workflow with guided templates and modular content blocks. It supports rich document assembly with reusable variables, approval routing, and e-signature collection. Proposal teams can also track viewing and engagement to inform follow-ups and revisions throughout the sales cycle.
Pros
- Template and reusable content blocks speed consistent proposal creation
- Built-in e-signature support streamlines final approval without external tools
- Engagement analytics highlight viewed pages for better proposal follow-ups
Cons
- Advanced customization can feel constrained compared to full document editors
- Complex proposal logic can require careful template setup to avoid errors
- Collaboration features are lighter than dedicated document management systems
Best For
Sales and proposal teams needing templated documents plus signing and tracking
Loopio
proposal automationCentralizes sales proposal content and automates proposal creation with bid management and collaboration.
Clause and content library assembly with guided proposal coaching during drafting
Loopio centers proposal creation around structured content, guided collaboration, and workflow-driven drafting. It supports proposal templates, reusable clauses, and content versioning so teams can assemble tailored submissions quickly. It also includes proposal coaching features that help maintain compliance and messaging consistency across documents.
Pros
- Strong clause and template reuse reduces proposal drafting time and inconsistency
- Workflow and review controls streamline multi-stakeholder proposal collaboration
- Built-in compliance and messaging guidance helps teams stay aligned to win themes
Cons
- Setup of content structures and libraries takes effort to fully realize benefits
- Advanced customization of proposal logic can feel restrictive for edge-case formatting
- Usability depends on disciplined taxonomy and naming of reusable content
Best For
Revenue teams producing frequent proposals needing governance and reusable content
RFPIO
RFP responseProvides RFP and proposal response authoring with reusable content blocks and compliance workflows.
RFP question-to-knowledge mapping with reusable, approved response blocks
RFPIO distinguishes itself with an AI-assisted proposal workflow built on a searchable knowledge base of win themes, RFP responses, and customer context. Core capabilities include question-to-answer mapping, reusable content blocks, and collaboration features that support multi-author proposal development. It also provides analytics on proposal content usage and alignment, helping teams improve consistency across responses. RFPIO is strongest when proposals require structured response reuse tied to recurring requirements.
Pros
- RFP question mapping links requirements to approved response content quickly
- Reusable response blocks reduce rewriting across recurring RFP sections
- Centralized searchable repository helps teams find win themes fast
- Collaboration workflows support coordinated drafts and edits
- Analytics show which content gets used and where responses come from
Cons
- Setup of content structures and mappings takes more effort than simple editors
- Find-and-reuse workflows can feel heavy for very short proposals
- Admin governance is required to keep approved content accurate over time
Best For
Sales enablement and proposal teams standardizing responses across frequent RFPs
More related reading
Conga Composer
CPQ-style documentsGenerates proposals and documents from Salesforce data using configurable templates and data-driven output.
Component-based proposal clause reuse with guided template generation and governed content assembly
Conga Composer stands out for transforming proposal content into structured, merge-driven documents that can reuse approved clauses and data. It supports template-based proposal assembly with dynamic field mapping across common authoring formats and data sources used by sales and CPQ workflows. The tool also emphasizes workflow alignment through governance features like reusable components and controlled content generation, which reduces manual editing for repeat deals.
Pros
- Dynamic clause and field merging accelerates proposal assembly for repeatable deal structures
- Reusable content components support governance across teams and reduce clause drift
- Template-driven generation keeps output consistent across proposals and document sections
- Integration-friendly design fits proposal workflows connected to CRM and sales data
Cons
- Template building and data mapping require setup time and disciplined governance
- Nonstandard proposal layouts can add complexity to template and merge logic
- Reviewers still need change control around which components update across documents
Best For
Sales and proposal teams standardizing complex documents with clause governance and automation
Ironclad
legal workflowManages proposal and contract workflows with guided negotiations, clause library features, and approvals.
Clause library governance for standardized proposal language and controlled edits
Ironclad distinguishes itself with a contract and proposal platform centered on structured drafting, collaboration, and approval workflows. It supports reusable clauses, clause library governance, and structured responses that reduce rework across proposal cycles. Workflow automation and review routing connect proposal development to legal and business sign-off paths. The system emphasizes standardization and auditability over free-form document creation, which fits teams that need consistent outputs.
Pros
- Clause library reuse keeps proposal language consistent across teams
- Workflow routing connects business drafting to legal and approvals
- Structured templates reduce manual formatting and repetitive edits
- Audit trail supports proposal changes and review history
Cons
- Setup of templates and clauses requires disciplined onboarding
- Free-form drafting flexibility is weaker than document-first editors
- Complex approval workflows can feel heavy for small proposals
Best For
Legal-supported sales teams needing governed proposal drafting and approvals
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Ironclad Proposals
proposal workflowsSupports proposal creation and workflow steps that route requests to approvals and signing steps.
Playbooks that enforce proposal structure and governance through clause and workflow automation
Ironclad Proposals stands out for turning proposal creation into a governed process using reusable clause libraries, playbooks, and approval workflows. It supports structured proposal authoring, version control, and collaboration with role-based review stages. The product focuses heavily on contract and sales-doc workflows, including proposal-to-agreement handoff signals. It is strongest for teams that need consistent content and auditability across repeated deal cycles.
Pros
- Reusable clause libraries and playbooks keep proposals consistent across deals
- Approval workflows provide clear review history for proposal and content changes
- Structured authoring reduces manual formatting work and standardizes outputs
- Collaboration controls support stakeholder review without losing proposal structure
Cons
- Setup of playbooks and governance takes effort before teams see full gains
- Proposal authoring feels workflow-driven more than lightweight document editing
- Flexibility for highly custom layouts can require extra configuration
- Teams outside contract-centric processes may not benefit from the full framework
Best For
Deal teams needing governed, repeatable proposal creation with approval workflows
Torc.ai
AI proposal draftingDrafts and customizes proposals using guided inputs with content reuse and collaboration features.
AI-driven proposal section drafting that reuses prior proposal content
Torc.ai focuses on speeding proposal writing by generating draft sections from structured inputs and reusable content. It supports proposal workflows that combine AI-generated language with team-reviewed materials, including templates and past proposal reuse. Core capabilities emphasize messaging consistency, faster turnaround for first drafts, and easier adaptation of content to new customer contexts. The solution is best suited when teams already know what content categories must exist in a proposal and want AI to draft them quickly.
Pros
- Generates proposal sections from structured inputs
- Reuses template and prior proposal content for consistency
- Supports faster first drafts with fewer manual rewrites
- Encourages standardized structure for common proposal sections
Cons
- Limited fit for highly bespoke proposals with unusual section structures
- Quality depends heavily on input specificity and provided source material
- Review and compliance workflows can require extra manual effort
- Less effective for complex formatting and final bid package assembly
Best For
Proposal teams needing rapid draft generation with consistent section structure
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 Development Software
This buyer's guide explains how to choose proposal development software that speeds drafting, standardizes content, and supports collaboration. It covers interactive proposal builders like Qwilr and Proposify, template and block automation like Better Proposals and PandaDoc, and governed clause and workflow platforms like Loopio, RFPIO, Conga Composer, Ironclad, and Ironclad Proposals. It also includes AI-assisted section generation with Torc.ai for teams that prioritize fast first drafts.
What Is Proposal Development Software?
Proposal development software helps sales, revenue, and contract teams create proposal and bid documents using templates, reusable content blocks, and structured fields. The software typically reduces repetitive formatting by generating documents from standardized components and variables tied to customer or deal data. Many tools also add collaboration features such as review routing, version control, and audit trails so stakeholders can approve what gets sent. Examples include Qwilr for interactive, trackable proposals and PandaDoc for templated proposals with document tracking and e-sign support.
Key Features to Look For
The strongest proposal tools map directly to repeatable work in proposal creation, approvals, and follow-up.
Interactive proposals with embedded forms and engagement tracking
Interactive output helps proposals move beyond static PDFs by enabling calls to action and capturing buyer interactions. Qwilr delivers interactive proposal pages with embedded forms plus engagement tracking, and Proposify adds real-time engagement analytics with content-level insights.
Reusable proposal blocks or clauses with template-driven assembly
Reusable blocks reduce drafting time and prevent clause drift across repeated deal types. Better Proposals centers reusable proposal blocks with template-driven sections, and Conga Composer and Ironclad focus on reusable components and governed clause reuse.
Dynamic variables and structured fields for personalization
Dynamic fields let proposal teams personalize key sections without reformatting the entire document. PandaDoc provides doc variables and merge fields for automatic personalization, and Proposify and Better Proposals support dynamic variables and structured fields to personalize content.
Collaboration, review workflows, and version control
Collaboration features keep multiple stakeholders aligned during proposal cycles. Qwilr supports team collaboration with version control and comment-style workflows, and Ironclad and Ironclad Proposals provide approval workflows that connect proposal drafting to legal and business sign-off paths.
Governance and auditability for standardized proposal language
Governance controls prevent changes to approved language and improve consistency across teams. Ironclad delivers clause library governance with audit trail support, and Loopio and RFPIO emphasize controlled reuse through structured libraries and guided compliance.
AI and guided drafting from structured inputs and prior content
AI-assisted drafting speeds first drafts by generating sections from structured inputs and reusable materials. Torc.ai drafts and customizes proposal sections using guided inputs and reuses prior proposal content for consistency, while RFPIO uses question-to-knowledge mapping to accelerate requirement-based response creation.
How to Choose the Right Proposal Development Software
Selection should match the proposal workflow needed for repeatability, approvals, and customer engagement.
Identify whether proposals must be interactive or document-centric
Teams that need buyer engagement signals and embedded actions should prioritize interactive proposal pages. Qwilr supports embedded forms plus engagement tracking, and Proposify adds real-time engagement analytics and content-level insights. Teams focused on templated document creation with signing and tracking should evaluate PandaDoc for merge variables, e-sign support, and engagement analytics.
Choose reusable content mechanics that fit the level of standardization
High reuse needs favor clause libraries and component governance. Ironclad and Ironclad Proposals provide clause library governance with playbooks and structured approvals, and Conga Composer supports component-based clause reuse driven by dynamic field mapping. Sales teams standardizing frequent proposals without heavy governance often get faster outcomes with Better Proposals or Proposify using reusable blocks.
Map personalization requirements to variables, merge fields, and structured inputs
Personalization should be handled with dynamic variables tied to proposal sections and structured fields. PandaDoc uses doc variables and merge fields to personalize proposals automatically, and Better Proposals supports dynamic variables for personalized sections. For complex requirement-based responses, RFPIO accelerates response generation using question-to-answer mapping tied to a knowledge base of win themes and approved response blocks.
Validate that collaboration and approvals match the stakeholder model
Deal workflows that require legal and business sign-off should match tools built for routed approvals. Ironclad routes reviews through workflow automation tied to approval paths, and Ironclad Proposals routes requests through approval and signing steps with clear review history. For multi-author collaboration without heavy governance, Qwilr and Proposify emphasize collaboration with version control and structured editing.
Check whether advanced logic and final assembly are required for your bid package
Complex quoting logic and edge-case formatting demand careful template setup in most document-driven tools. Qwilr has limited advanced document logic compared with custom proposal platforms, and Better Proposals requires manual setup for complex proposal logic that needs ongoing maintenance. If the workflow needs standardized clause governance with controlled assembly and governed content updates, Conga Composer, Loopio, and Ironclad better match repeatable complex documents.
Who Needs Proposal Development Software?
Proposal development software benefits organizations that create proposals repeatedly, require consistent messaging, and need faster iteration across stakeholders.
Sales teams creating trackable, interactive proposals for deal follow-up
Qwilr excels for sales teams that want interactive proposal pages with embedded forms and engagement tracking, which supports more informed follow-ups. Proposify is also a strong fit for teams that need interactive proposals with real-time engagement analytics and content-level insights.
Sales teams standardizing proposals with reusable blocks and fast personalization
Better Proposals is built for reusable proposal blocks combined with template-driven sections so drafts can be personalized quickly across repeated deal types. Proposify also matches this segment with guided interactive templates, reusable content blocks, structured fields, and built-in analytics.
Revenue teams and proposal operations needing governance, compliance, and reusable clause libraries
Loopio is designed for frequent proposals that require governance, reusable clauses, and workflow-driven collaboration plus compliance and messaging guidance. Ironclad fits legal-supported sales teams that want clause library governance, workflow routing, and audit trail support.
RFP and requirement-driven teams that must map responses to approved win themes
RFPIO is best for teams standardizing responses across frequent RFPs using question-to-answer mapping and reusable approved response blocks. Torc.ai also supports a faster drafting motion for teams that know the proposal section structure and want AI to draft sections from structured inputs and prior reuse.
Common Mistakes to Avoid
Misalignment between proposal workflow complexity and the tool's content logic can slow teams or create inconsistent outputs.
Overestimating what template-driven tools can handle without setup work
Better Proposals and PandaDoc rely on structured templates and variables, so complex proposal logic often requires manual setup and careful template design to avoid errors. Loopio, RFPIO, and Conga Composer also require deliberate setup of content structures and mappings to fully realize reuse benefits.
Buying an interactive tool but skipping engagement-based process changes
Qwilr and Proposify capture engagement signals like viewing and interaction, but teams still need a follow-up process tied to those signals. Without that process, tracking becomes additional work instead of improving proposal outcomes.
Using governance-heavy tools without disciplined onboarding
Ironclad, Ironclad Proposals, Loopio, and RFPIO depend on disciplined onboarding of clause libraries, playbooks, or taxonomy for reusable content. Without disciplined governance, reusable blocks and approved content can become outdated or inconsistently applied.
Expecting AI drafting to replace review and compliance workflows
Torc.ai generates proposal sections using guided inputs and reusable materials, but review and compliance workflows can require extra manual effort. Teams still need structured review routing similar to what Ironclad or Ironclad Proposals provides when legal and business approvals are required.
How We Selected and Ranked These Tools
we evaluated every tool on three sub-dimensions with fixed weights of 0.4 for features, 0.3 for ease of use, and 0.3 for value. The overall rating is calculated as overall = 0.40 × features + 0.30 × ease of use + 0.30 × value. Qwilr separated from lower-ranked tools most clearly on the features dimension because it combines interactive proposal pages with embedded forms, trackable engagement, and reusable template components that reduce formatting errors through live preview and clean layout tools.
Frequently Asked Questions About Proposal Development Software
Which proposal development tool is best for interactive proposals with engagement tracking?
Qwilr builds interactive, web-like proposal pages with embedded forms and engagement tracking tied to the proposal experience. Proposify also supports interactive, device-friendly layouts and adds audience analytics for content-level insights.
Which tools support template-driven personalization without heavy manual formatting?
Better Proposals uses reusable blocks and structured templates to keep formatting consistent while teams personalize sections with minimal editing. PandaDoc offers doc variables and merge fields so proposal teams can assemble templated documents with automatic personalization.
What proposal software fits teams that need guided, repeatable proposal workflows across authors and approvers?
Proposify guides drafting through template-driven editing and structured fields while coordinating collaboration between authors and approvers. Ironclad Proposals enforces a governed process with role-based review stages, clause libraries, and version control.
Which option is strongest for reusing structured RFP content mapped to specific questions?
RFPIO connects RFP questions to reusable win themes, approved responses, and customer context through question-to-answer mapping. Loopio also supports reusable clauses and content versioning, but it centers on governance and workflow-driven drafting rather than RFP question mapping.
Which tools handle clause governance and audit-friendly approvals for sales teams?
Ironclad emphasizes structured drafting with reusable clause libraries and review routing that connects proposal work to legal and business sign-off. Loopio adds proposal coaching and compliance-focused governance, while Ironclad Proposals pushes deeper into playbooks and auditability across repeated deal cycles.
Which proposal development software works well when templates must integrate with CPQ and multiple data sources?
Conga Composer supports merge-driven documents with dynamic field mapping across common authoring formats and sales or CPQ data sources. Qwilr focuses more on interactive proposal pages, while PandaDoc focuses on document assembly with variables and approval or signing steps.
Which platforms provide strong collaboration features for iterative proposal review?
Qwilr includes collaboration workflows with version control and comment-style iteration before sending. PandaDoc supports approval routing and e-signature collection, which pairs collaborative review with signing and tracking.
What tool is best for turning proposal content into a governed, component-based clause library workflow?
Conga Composer enables reusable components and guided template generation so controlled clauses can be assembled with less manual work. Ironclad and Ironclad Proposals both rely on clause library governance, but Ironclad Proposals emphasizes playbooks and structured approval workflow stages.
Which solution speeds first drafts by generating sections from structured inputs while keeping section structure consistent?
Torc.ai generates draft proposal sections from structured inputs and reusable content categories, then lets teams review and refine AI output. RFPIO also accelerates drafting by assembling content blocks from an approved knowledge base, but it stays anchored to question-to-answer mapping for recurring RFP requirements.
Tools reviewed
Referenced in the comparison table and product reviews above.
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