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Business FinanceTop 10 Best Proposal Generator Software of 2026
Explore top 10 proposal generator software to create professional documents fast. Find the right tool for your needs today.
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.
Better Proposals
Reusable proposal templates and sections that generate structured, brand-ready proposal drafts
Built for sales teams needing consistent, brand-aligned proposal drafts in a guided workflow.
Proposify
Engagement tracking that reports recipient views and activity per proposal
Built for sales teams that need fast, template-driven proposals with engagement tracking.
PandaDoc
Reusable templates with dynamic fields and proposal version control
Built for sales teams needing tracked, templated proposals with e-signature workflows.
Related reading
Comparison Table
This comparison table reviews proposal generator software used to draft and customize client-ready proposals faster. It covers tools such as Better Proposals, Proposify, PandaDoc, Qwilr, and Bidsketch, highlighting how each platform supports templates, document workflows, and collaboration.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Better Proposals Generates polished proposal documents with live proposal pages, versioning, and tracked viewing and e-signature support. | sales proposals | 8.4/10 | 8.7/10 | 8.5/10 | 7.9/10 |
| 2 | Proposify Creates proposal documents from templates and product catalogs with approvals, tracking, and electronic signature workflows. | template proposals | 7.7/10 | 8.1/10 | 7.7/10 | 7.0/10 |
| 3 | PandaDoc Produces proposals and quotes from templates with conditional logic, e-signature, and payment and CRM integrations. | document automation | 8.1/10 | 8.5/10 | 7.8/10 | 7.9/10 |
| 4 | Qwilr Builds interactive, shareable proposals from templates with branding controls and lead tracking. | interactive proposals | 8.2/10 | 8.6/10 | 8.4/10 | 7.6/10 |
| 5 | Bidsketch Generates proposal documents quickly with proposal templates, tracking, and e-signature for sales teams. | proposal workflow | 8.1/10 | 8.6/10 | 8.1/10 | 7.5/10 |
| 6 | Pipedrive Proposal Generator Creates sales proposals from deal data inside Pipedrive using built-in proposal generation features and e-signature options. | CRM proposals | 7.8/10 | 8.0/10 | 8.4/10 | 6.9/10 |
| 7 | Zoho Quotes Generates quotes and proposals with pricing, line items, PDF exports, and e-signature capabilities for sales operations. | CPQ-lite | 7.6/10 | 8.0/10 | 7.3/10 | 7.4/10 |
| 8 | Odoo Proposal Creates quotations and proposals from sales documents with configurable products, pricing rules, and PDF outputs in Odoo. | ERP quotes | 7.5/10 | 7.6/10 | 7.2/10 | 7.6/10 |
| 9 | Loopio Generates proposal and response content by organizing reusable sales collateral and automating sections for RFPs. | RFP automation | 7.5/10 | 8.0/10 | 7.2/10 | 7.0/10 |
| 10 | RFPIO Builds RFP responses with reusable content, automated workflows, and structured proposal generation for sales and bids. | RFP response | 7.4/10 | 7.7/10 | 7.1/10 | 7.2/10 |
Generates polished proposal documents with live proposal pages, versioning, and tracked viewing and e-signature support.
Creates proposal documents from templates and product catalogs with approvals, tracking, and electronic signature workflows.
Produces proposals and quotes from templates with conditional logic, e-signature, and payment and CRM integrations.
Builds interactive, shareable proposals from templates with branding controls and lead tracking.
Generates proposal documents quickly with proposal templates, tracking, and e-signature for sales teams.
Creates sales proposals from deal data inside Pipedrive using built-in proposal generation features and e-signature options.
Generates quotes and proposals with pricing, line items, PDF exports, and e-signature capabilities for sales operations.
Creates quotations and proposals from sales documents with configurable products, pricing rules, and PDF outputs in Odoo.
Generates proposal and response content by organizing reusable sales collateral and automating sections for RFPs.
Builds RFP responses with reusable content, automated workflows, and structured proposal generation for sales and bids.
Better Proposals
sales proposalsGenerates polished proposal documents with live proposal pages, versioning, and tracked viewing and e-signature support.
Reusable proposal templates and sections that generate structured, brand-ready proposal drafts
Better Proposals stands out for turning proposal creation into a structured workflow that emphasizes reusable sections and consistent formatting. It generates proposal drafts from guided inputs, then helps teams refine wording and structure before sharing with clients. The tool also supports branded outputs and document-ready exports for common external review scenarios. Overall, it focuses on faster assembly of polished proposals rather than building complex CRM-style sales pipelines.
Pros
- Reusable proposal sections speed drafting while keeping formatting consistent
- Guided inputs produce structured outputs with fewer blank-page starts
- Branded document generation supports client-ready proposals
- Fast iteration improves proposal edits without rebuilding documents
Cons
- Less suited for highly bespoke proposals that break standard templates
- Advanced customization options are limited versus fully manual document control
- Collaboration and review workflows are not the primary focus
Best For
Sales teams needing consistent, brand-aligned proposal drafts in a guided workflow
More related reading
Proposify
template proposalsCreates proposal documents from templates and product catalogs with approvals, tracking, and electronic signature workflows.
Engagement tracking that reports recipient views and activity per proposal
Proposify stands out with a visual, reusable proposal workflow built around templates, sections, and branding controls. It supports guided document creation, dynamic content blocks, and e-signature-ready proposal sending for a clear sales close path. The system focuses on turning structured inputs into polished proposals with tracking that shows how recipients engage with each proposal. Collaboration tools for approval and team reuse help standardize messaging across proposals.
Pros
- Template and section library speeds proposal creation with consistent structure
- Real-time proposal engagement tracking shows opens, views, and time spent
- Dynamic fields personalize proposals without manual document edits each time
- Approval workflow supports internal review before sending proposals
Cons
- Complex conditional logic for content blocks is limited versus advanced proposal builders
- Customization can feel template-centric for unique, highly tailored proposals
- Automation relies on specific integrations, limiting extensibility for custom workflows
Best For
Sales teams that need fast, template-driven proposals with engagement tracking
PandaDoc
document automationProduces proposals and quotes from templates with conditional logic, e-signature, and payment and CRM integrations.
Reusable templates with dynamic fields and proposal version control
PandaDoc stands out for turning proposals into interactive, shareable documents with reusable templates and automated document workflows. Teams build proposal drafts using a drag-and-drop editor, insert dynamic fields, and generate documents from structured data. Proposal creation is paired with e-signature support and built-in tracking for views, opens, and time spent to inform follow-up decisions.
Pros
- Drag-and-drop proposal builder with reusable templates for consistent output
- Dynamic fields enable proposal personalization without manual reformatting
- Built-in e-signature and approval flow supports end-to-end document closure
- Document analytics track views and engagement to guide sales follow-up
Cons
- Template complexity can slow changes across large proposal libraries
- Advanced automation requires careful configuration to avoid workflow issues
- Less control than document-centric tools for highly customized page layouts
Best For
Sales teams needing tracked, templated proposals with e-signature workflows
More related reading
Qwilr
interactive proposalsBuilds interactive, shareable proposals from templates with branding controls and lead tracking.
Viewer tracking on shareable proposal pages
Qwilr stands out by turning proposals into linkable, trackable pages with a strong visual layout system. It supports building proposal templates, inserting sections like services, pricing, and FAQs, and editing content in a guided workflow. Teams can collaborate on proposals, export them in shareable formats, and measure engagement through viewer tracking.
Pros
- Visual proposal builder with reusable templates for consistent client-facing output
- Viewer tracking shows which pages and sections prospects engage with
- Fast editing flow reduces time spent formatting proposals and revisions
- Reusable blocks support standard pricing and service descriptions across proposals
- Shareable proposal links streamline internal review and client delivery
Cons
- Advanced customization can feel limited versus full design tooling
- Data reuse and CRM-style automation depend on external integrations
- Versioning and approval workflows require careful process management
Best For
Sales and marketing teams needing polished, trackable proposals without design work
Bidsketch
proposal workflowGenerates proposal documents quickly with proposal templates, tracking, and e-signature for sales teams.
Real-time proposal engagement analytics with view and interaction tracking
Bidsketch distinguishes itself with an interactive proposal workspace that connects live collaboration with client-ready proposal delivery. It supports templated proposal creation, rich editing for content and visuals, and structured sections designed for sales teams. It also emphasizes tracking and analytics on proposal engagement, including view and interaction signals that inform follow-up priorities.
Pros
- Interactive proposal experience designed for buyer engagement
- Strong templating to standardize messaging across proposals
- Engagement analytics support targeted follow-ups
Cons
- Advanced customization can feel heavy for simple proposals
- Collaboration workflows may require setup discipline
- Reporting depth is less compelling than full CPQ toolchains
Best For
Sales teams needing tracked, interactive proposals with repeatable templates
Pipedrive Proposal Generator
CRM proposalsCreates sales proposals from deal data inside Pipedrive using built-in proposal generation features and e-signature options.
Deal-linked proposal creation that auto-populates line items from Pipedrive
Pipedrive Proposal Generator turns Pipedrive deal context into polished proposal documents without forcing users to rebuild content for every opportunity. It pulls product and pricing details from Pipedrive so proposals stay aligned with pipeline data and quote inputs. Users can generate and share proposals from within the sales workflow, then track outcomes through Pipedrive’s deal records. Document output is geared toward repeatable sales offers rather than complex custom proposal engineering.
Pros
- Generates proposals directly from Pipedrive deal and product data
- Keeps quote math consistent with pipeline pricing and line items
- Streamlines proposal creation inside the existing CRM workflow
- Supports proposal sending and document sharing tied to deals
Cons
- Template customization is less flexible than document-first proposal tools
- Advanced proposal logic and complex conditional sections are limited
- Collaboration and document versioning are not the main strength
Best For
Sales teams using Pipedrive that need quick, deal-linked proposals
More related reading
Zoho Quotes
CPQ-liteGenerates quotes and proposals with pricing, line items, PDF exports, and e-signature capabilities for sales operations.
Estimate-to-invoice conversion directly from Zoho Quotes documents
Zoho Quotes distinguishes itself by turning sales estimates into branded, shareable proposal documents tied to product and service records. It supports line-item management, templates, e-signable or sendable outputs, and estimate-to-invoice workflows for faster proposal follow-through. The tool also integrates with other Zoho CRM and Zoho apps so proposal context stays connected to contacts, deals, and history.
Pros
- Branded quotes and proposals generated from reusable templates
- Estimate to invoice workflow reduces duplicate data entry
- Line-item catalog ties pricing and descriptions to quote documents
- Zoho CRM linking keeps customer and deal context attached
Cons
- Advanced proposal logic and conditional sections are limited
- Template customization feels less flexible than full design tools
- Multi-document workflows can require extra setup to standardize
Best For
Service firms using Zoho CRM that need fast branded proposal generation
Odoo Proposal
ERP quotesCreates quotations and proposals from sales documents with configurable products, pricing rules, and PDF outputs in Odoo.
Proposal generation tied to Odoo sales order and product line data
Odoo Proposal Generator stands out by producing proposals inside the same business suite used for CRM, sales, and document workflows. It can generate proposal documents from structured sales data and keep them aligned with product lines, pricing, and customer details. The tool also benefits from Odoo’s broader document and approval processes, which helps teams standardize proposal outputs across sales operations. Built for sales teams using Odoo, it is strongest when proposal creation is tightly connected to upstream customer and order information.
Pros
- Generates proposals directly from Odoo sales and product records
- Keeps proposal content consistent with pricing and line-item data
- Integrates proposal documents into Odoo sales workflows
- Supports standardized proposal formatting via Odoo document features
Cons
- Proposal generation quality depends on data completeness in Odoo
- Advanced customization can require deeper Odoo configuration
- Usability is less streamlined for teams not using Odoo CRM and sales
Best For
Sales teams using Odoo CRM needing consistent proposal documents
More related reading
Loopio
RFP automationGenerates proposal and response content by organizing reusable sales collateral and automating sections for RFPs.
Proposal content library with guided assembly from approved answers
Loopio stands out with proposal capture and reuse, turning prior wins into structured, selectable response content. It supports guided proposal creation with compliance checks and centralized deal management, so teams generate consistent responses across proposals. For proposal generator use cases, it emphasizes reusable library assets, workflow around approvals, and collaboration around requirements and drafts.
Pros
- Reusable content library speeds consistent proposal drafting
- Compliance and required sections reduce missing answers across deals
- Collaboration and review workflow support multi-stakeholder proposal cycles
Cons
- Best results depend on maintaining an up-to-date content library
- Proposal setup and governance take time to configure correctly
- Generated output still needs strong human editing for final polish
Best For
Revenue teams reusing approved proposal content across frequent, structured bids
RFPIO
RFP responseBuilds RFP responses with reusable content, automated workflows, and structured proposal generation for sales and bids.
Answer templates and reusable content blocks linked to customer context
RFPIO stands out with robust proposal-ready content management by connecting answers to known customer needs. The platform supports reusable answer libraries, fields, and document assembly so proposals can be generated from structured content. It also emphasizes collaboration and governance, which reduces divergence between submitted versions and internal standards. Automation is centered on selecting and reusing the right content blocks rather than building fully new sections from scratch each time.
Pros
- Structured answer libraries improve proposal consistency across teams
- Versioned collaboration supports review workflows for changing proposal content
- Relationship-driven knowledge linking helps find relevant responses faster
- Reusable fields enable faster assembly of recurring proposal sections
Cons
- Proposal generation depends on well-maintained answers and templates
- Content setup can take time before users see major speed gains
- Less suited for highly bespoke proposals with frequent unique writeups
- Template and field complexity can slow down teams that change frequently
Best For
Sales and proposal teams standardizing content reuse with controlled governance
Conclusion
After evaluating 10 business finance, Better Proposals 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 Generator Software
This buyer’s guide explains how to choose Proposal Generator Software for faster, cleaner proposal creation across tools like Better Proposals, Proposify, PandaDoc, Qwilr, and Bidsketch. It also covers CRM-linked generators like Pipedrive Proposal Generator and Zoho Quotes, suite-native options like Odoo Proposal, and content-governed platforms like Loopio and RFPIO. The guide maps tool capabilities to real buying needs such as brand consistency, engagement tracking, e-signature workflows, and reusable content libraries.
What Is Proposal Generator Software?
Proposal Generator Software creates proposal documents from structured inputs like templates, deal records, product line items, and reusable content blocks. It reduces manual formatting work and helps teams standardize sections such as scope, pricing, FAQs, and service descriptions. Tools like Better Proposals and Proposify focus on guided assembly from templates and reusable sections to produce client-ready drafts. Tools like Pipedrive Proposal Generator and Zoho Quotes generate proposals directly from CRM deal and estimate context to keep line items consistent.
Key Features to Look For
The right feature set determines whether proposal creation stays consistent, measurable, and fast across repeat deals and stakeholder reviews.
Reusable proposal templates and sections
Reusable templates and sections keep formatting consistent across proposal drafts and reduce blank-page starts. Better Proposals is built around reusable proposal templates and sections that generate structured, brand-ready drafts. Proposify and PandaDoc also use template-driven workflows with reusable sections to speed creation and maintain consistency.
Dynamic fields for personalization without reformatting
Dynamic fields let teams personalize proposal content using inputs without manually rewriting layouts each time. PandaDoc includes dynamic fields that enable personalization without manual reformatting. Qwilr supports guided page assembly that keeps layout consistent while content changes across proposals.
Recipient engagement and viewer tracking
Viewer tracking shows how prospects interact with proposals so follow-ups are targeted to real interest. Proposify reports proposal engagement with opens, views, and time spent. Qwilr and Bidsketch both provide viewer tracking or real-time interaction analytics that identify which pages and sections prospects engage with.
E-signature and end-to-end document workflows
E-signature support helps proposals move from draft to signed agreement without switching tools. PandaDoc includes built-in e-signature and approval flows for document closure. Better Proposals also supports tracked viewing and e-signature-ready sending for smoother finalization.
Deal-linked line item generation from CRM
Deal-linked generation prevents pricing and line item drift by pulling proposal content from the same records used in the sales workflow. Pipedrive Proposal Generator auto-populates proposal line items from Pipedrive deal data. Zoho Quotes connects proposal generation to Zoho CRM context and supports estimate-to-invoice follow-through to keep data consistent.
Reusable answer libraries and governed content reuse
Content libraries ensure proposal answers stay compliant and consistent across frequent bid cycles. Loopio organizes reusable sales collateral into guided response assembly with compliance and required sections. RFPIO uses answer libraries and reusable fields tied to known customer needs to assemble proposals from structured content.
How to Choose the Right Proposal Generator Software
A decision framework should start with document style needs, then match tracking and workflow requirements to the tools that support them natively.
Choose the document style and assembly model
Select a guided template workflow when the priority is fast assembly with consistent formatting. Better Proposals generates structured brand-ready drafts from guided inputs using reusable proposal templates and sections. Qwilr and Bidsketch fit teams that want interactive, visually rich proposals built from reusable blocks and shared pages.
Match engagement tracking to the buying cycle
If sales teams need signals to prioritize follow-ups, select tools with viewer and interaction tracking. Proposify reports engagement such as opens, views, and time spent. Qwilr and Bidsketch provide viewer tracking that reveals which pages and sections prospects engage with during review.
Lock in signature and approval workflows for deal closure
When proposal signing must be handled inside the proposal system, pick a tool with built-in e-signature and approvals. PandaDoc supports e-signature and approval flow as part of end-to-end document closure. Better Proposals supports tracked viewing and e-signature support that aligns viewing activity with signature readiness.
Integrate proposal generation with the system of record
Pick a CRM-linked generator when proposal line items must stay aligned with deal records. Pipedrive Proposal Generator generates proposals from Pipedrive deal and product data so quote math stays consistent with pipeline pricing and line items. Zoho Quotes generates branded proposals from reusable templates while keeping customer and deal context connected through Zoho CRM.
Choose governed reuse for frequent RFP and bid content
Select a content-governed platform when proposals require standardized answers, compliance sections, and controlled reuse. Loopio provides a reusable content library with guided assembly from approved answers and compliance checks. RFPIO adds structured answer libraries and reusable fields that assemble proposals from content mapped to customer needs.
Who Needs Proposal Generator Software?
Proposal Generator Software benefits teams that repeatedly assemble client-facing documents and need consistency, speed, and traceable outputs across sales and bids.
Sales teams needing consistent, brand-aligned proposal drafts in a guided workflow
Better Proposals is a fit because it emphasizes reusable proposal templates and structured, brand-ready output from guided inputs. Proposify also supports template-driven proposals with branding controls while keeping the proposal workflow standardized for faster drafting.
Sales and marketing teams that need polished proposals with viewer tracking on shareable pages
Qwilr is designed for linkable, trackable proposals with viewer tracking on shared proposal pages. Bidsketch supports real-time proposal engagement analytics with view and interaction tracking for prioritizing follow-ups.
Sales teams already running their pipeline in Pipedrive or their estimates in Zoho
Pipedrive Proposal Generator is built to create proposals directly from Pipedrive deal data and auto-populate line items. Zoho Quotes supports branded proposals generated from reusable templates while connecting proposal context to Zoho CRM and enabling estimate-to-invoice workflows.
Revenue and proposal teams that run frequent RFP cycles with reusable, governed content
Loopio is best for teams that reuse approved proposal content across frequent, structured bids with compliance checks. RFPIO is built around structured answer libraries and reusable fields that assemble proposals from content linked to customer needs.
Common Mistakes to Avoid
Misalignment between workflow expectations and tool strengths causes slowdowns, extra manual work, or inaccurate follow-up signals.
Choosing a template-first tool for highly bespoke page layouts
Better Proposals limits advanced customization versus full document-by-document manual control, so unique layout-heavy proposals can require extra work. Pipedrive Proposal Generator also focuses on repeatable sales offers and provides less flexible template customization than document-centric proposal tools.
Ignoring proposal engagement tracking requirements
Tools without strong viewer and interaction analytics make it harder to decide which prospects to follow up with. Proposify includes engagement tracking with opens, views, and time spent, and Qwilr and Bidsketch provide viewer tracking that shows which pages and sections prospects engage with.
Using a CRM-agnostic workflow when line items must stay consistent with deal records
Manual line item entry creates drift between proposal math and pipeline pricing. Pipedrive Proposal Generator auto-populates proposal line items from Pipedrive, and Zoho Quotes ties branded outputs to Zoho CRM connected estimate context and supports estimate-to-invoice conversion.
Failing to govern reusable content for RFP response cycles
Reusable libraries only speed proposal creation when the library stays current and structured. Loopio and RFPIO rely on maintaining answer templates and approved content so guided assembly and governed versioning prevent missing required answers.
How We Selected and Ranked These Tools
We evaluated every tool on three sub-dimensions: features with weight 0.4, ease of use with weight 0.3, and value with weight 0.3. The overall score is the weighted average across those three sub-dimensions using overall = 0.40 × features + 0.30 × ease of use + 0.30 × value. Better Proposals separated itself by combining high features capability around reusable proposal templates and sections with strong ease of use in guided input workflows that produce structured, brand-ready drafts faster than blank-page proposal building.
Frequently Asked Questions About Proposal Generator Software
Which proposal generator tool best enforces consistent formatting across sales teams?
Better Proposals enforces consistency with reusable sections and a guided workflow that outputs brand-aligned proposal drafts from structured inputs. Proposify also standardizes layout through templates and section blocks, but it leans more toward engagement and approval collaboration than strict draft assembly rules.
What tool is best for tracking how recipients interact with proposal documents?
Proposify provides engagement tracking that reports recipient views and activity per proposal. PandaDoc adds proposal views, opens, and time-spent signals, while Qwilr focuses on viewer tracking on linkable proposal pages.
Which proposal generator supports interactive, link-based proposals instead of static files?
Qwilr creates proposals as linkable, trackable pages with a visual layout system for sections like services, pricing, and FAQs. Bidsketch also delivers an interactive proposal workspace with collaboration and engagement analytics tied to those client-ready proposals.
Which option is strongest when proposals must auto-populate from existing deal or line-item data in a CRM?
Pipedrive Proposal Generator auto-populates proposal line items from Pipedrive deal context so sales teams avoid rebuilding content per opportunity. Odoo Proposal generates proposals from Odoo sales order and product line data, and Zoho Quotes ties proposal generation to Zoho CRM records and estimates.
Which tool best fits teams that need e-signature-ready proposal delivery workflows?
PandaDoc pairs templated proposals with e-signature support and document tracking for follow-up. Proposify is built for sending proposals in an e-signature-ready path, and Zoho Quotes supports e-signable or sendable outputs tied to estimate and quote artifacts.
What are the best tools for reusing previously approved proposal content and answers?
Loopio centralizes approved proposal content in a reusable library and assembles compliant responses through guided selection and workflow. RFPIO provides answer libraries and reusable content blocks connected to customer context so proposals are generated from structured, governed inputs.
Which proposal generator is most suitable for service firms that must convert estimates into invoices quickly?
Zoho Quotes is designed for estimate-to-invoice workflows, generating branded proposal documents that stay tied to product and service records. PandaDoc and Better Proposals can speed drafting, but Zoho Quotes is purpose-built for the estimate follow-through path inside the Zoho ecosystem.
How do teams handle approvals and collaboration when multiple stakeholders edit proposal content?
Proposify supports collaboration and team reuse with approval-oriented workflow around templates and sections. Loopio emphasizes centralized deal management and collaboration around requirements, drafts, and compliance checks, while Qwilr provides collaboration on proposal pages for marketing and sales teams.
Which tool makes it easier to manage proposal versions and dynamic content fields over time?
PandaDoc supports reusable templates with dynamic fields and version control so teams can adjust proposals without losing structure. Proposify also uses template-driven content blocks, while RFPIO and Loopio manage change by reusing governed answer templates and approved content selections.
Tools reviewed
Referenced in the comparison table and product reviews above.
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