GITNUXSOFTWARE ADVICE
Business FinanceTop 10 Best Proposal Software of 2026
Top 10 proposal software roundup for sales teams, with feature comparisons and rankings of Expedience, Conga Proposal Manager, and Nusii.
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
Expedience is the best pick for sales and bid teams that need controlled, template-based proposal production you can repeat across RFP cycles, whereas Nusii suits agencies and freelancers assembling proposals from structured inputs with tight template control.
Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
Expedience
Guided clause and content reuse inside a proposal assembly workflow reduces drift between drafts and final submissions.
Built for fits when sales and bid teams need controlled, template-based proposal production with repeatable workflows..
Conga Proposal Manager
Editor pickClause and content modules that render into structured proposal documents with controlled updates and versioned outputs.
Built for fits when proposal operations needs governed, data-driven templates across recurring RFP responses..
Nusii
Editor pickConfigurable reusable content blocks generate proposal sections consistently across bids without reformatting every draft.
Built for fits when sales teams need repeatable proposal assembly from structured inputs and controlled templates..
Comparison Table
Expedience
enterpriseProposal automation software that integrates with Microsoft Word for RFP responses.
Guided clause and content reuse inside a proposal assembly workflow reduces drift between drafts and final submissions.
Expedience centers proposal assembly with configurable templates, reusable content blocks, and workflow steps that keep sections aligned across submissions. It also provides a document version history so teams can track changes across iterations and recover prior proposal states. For governance, Expedience supports permission controls over proposal objects and workflow actions, which reduces accidental edits during approval and production cycles.
A key tradeoff is that deeper CRM-to-proposal sync depends on the integration setup and mapping work done by administrators. Expedience fits teams running frequent bid cycles where proposal structure must stay consistent while win themes, technical approach, and financials worksheets change per customer.
- +Template-driven proposal assembly keeps section structure consistent across bids
- +Reusable content blocks reduce rewrite time for technical and commercial sections
- +Proposal versioning supports iterative submissions without losing prior drafts
- +Permissioned workflow actions limit edits during review and approval
- –CRM mapping and field normalization can require nontrivial setup work
- –Large template libraries can slow authoring if governance is not enforced
- –Complex conditional content may require careful template design
- –Some advanced downstream publishing steps depend on external document handling
bid desk and proposal managers
Produce consistent proposals across submissions
Fewer inconsistencies between drafts
sales operations teams
Standardize proposal data inputs
Lower manual editing effort
Show 2 more scenarios
solution engineering teams
Update technical approach section quickly
Faster technical section turnover
Reusable technical modules allow faster revisions while keeping formatting and section headings aligned.
compliance and legal reviewers
Review and approve document iterations
Clear audit of changes
Permissioned workflow steps support controlled review cycles tied to proposal versions.
Best for: Fits when sales and bid teams need controlled, template-based proposal production with repeatable workflows.
Conga Proposal Manager
enterpriseEnterprise proposal generation built on Salesforce data and document automation.
Clause and content modules that render into structured proposal documents with controlled updates and versioned outputs.
Conga Proposal Manager focuses on reducing manual copy and paste by binding proposal content generation to template structure and to data pulled from connected systems. Proposal teams can assemble content into structured documents, then route documents through approval steps and maintain version history. Document outputs support controlled publishing patterns like PDF export for customer delivery and internal archival in a proposal repository.
A key tradeoff is that deep template and content design takes setup discipline, especially when proposals vary by region, deal type, and scoring requirements. Conga fits best when recurring bid responses require standardized sections, repeatable formatting, and controlled edits across proposal contributors.
- +Template-driven proposal generation reduces formatting drift across bids
- +CRM-sourced data supports consistent fields in executive summaries and technical sections
- +Approval workflows help control contributor edits before customer publication
- +Version history and audit trail visibility support governance for proposal teams
- –Template and clause setup requires careful design before scaling to new deal types
- –Advanced customization can depend on administrator support and integration knowledge
- –Document branching for complex exceptions can increase build time for editors
- –Some publishing workflows may require external process coordination
Proposal operations teams
Standardize responses across business units
Fewer inconsistencies in submissions
Sales enablement teams
Generate exec summaries from CRM fields
Faster proposal drafting
Show 2 more scenarios
Bid managers
Route contributor edits through reviews
Tighter control of changes
Bid managers coordinate revision cycles with tracked document history across proposal writers and reviewers.
Systems and RevOps teams
Sync proposal data with CRM
Less manual data handling
RevOps maintains bid inputs by integrating proposal generation with connected CRM records and field mappings.
Best for: Fits when proposal operations needs governed, data-driven templates across recurring RFP responses.
Nusii
SMBOnline proposal software for agencies and freelancers with notifications and tracking.
Configurable reusable content blocks generate proposal sections consistently across bids without reformatting every draft.
Nusii is a strong fit when proposal creation needs consistent structure across deal types because template configuration drives the sectioning of the final document. It supports a proposal repository approach so teams can reuse prior proposal elements and reduce rework on common language. The workflow and version iteration support make it easier to manage revisions during a bid lifecycle. Automation is centered on assembling content into the right sections instead of requiring writers to manually format every paragraph.
A tradeoff appears when proposals need deep layout customization beyond template boundaries because the system favors configuration-driven assembly over freeform document editing. Teams in sales and proposal operations typically benefit when they can pre-map requirements to sections and maintain reusable blocks. Nusii is best used when the input data and content library are kept current so generated drafts reflect the latest win themes and compliance expectations.
- +Template-driven sectioning reduces formatting work across proposal types
- +Reusable content blocks cut turnaround time for repeated deal components
- +Version iteration supports faster bid cycles than manual document histories
- +Proposal repository helps teams reuse past work consistently
- –Deep, pixel-level layout changes may require template adjustment
- –Complex requirement-to-section mapping needs upfront setup discipline
- –Less suited to highly bespoke writer-first workflows
- –Collaboration features can feel limited for heavy redlining
Sales enablement teams
Standardize RFP responses
Fewer formatting inconsistencies
Proposal operations teams
Manage versioned bid drafts
Faster revision turnarounds
Show 2 more scenarios
Enterprise sales teams
Reuse winning language
Reduced rework per deal
A proposal repository helps teams reuse prior content instead of rewriting common sections.
Bid management teams
Assemble requirements into sections
More predictable drafting effort
Structured inputs map to document-ready sections for consistent assembly under time pressure.
Best for: Fits when sales teams need repeatable proposal assembly from structured inputs and controlled templates.
Proposify
SMBProposal software with reusable templates, approval workflows, and analytics.
Inline proposal customization with reusable sections tied to templates supports repeatable bid submission workflows.
Proposify is a proposal workflow tool built around reusable templates and guided content entry for RFP response generator and bid submission workflows. Document creation centers on inline customization, versioned edits, and a proposal repository that keeps approved drafts separate from work-in-progress.
Governance is handled through team roles for editing and sharing documents, plus activity history tied to proposal changes. Integrations focus on pushing proposal outputs from CRM context and supporting external automation through an API.
- +Template-driven proposal building reduces rework across recurring RFP response cycles
- +Revision history supports controlled edits between draft and shareable versions
- +Document repository keeps proposals organized by client and status
- +API and webhooks support CRM-to-proposal sync and downstream automation
- –Clause library features are limited for teams needing deep conditional clause logic
- –Complex approval routing can require extra configuration and process discipline
Best for: Fits when sales and proposal teams need repeatable RFP responses with controlled revisions and automation integrations.
Loopio
enterpriseRFP response and proposal management platform for complex enterprise bids.
Requirements to clause mapping that drives coverage guidance so evaluators see aligned answers by criteria.
Loopio generates RFP response content from clause and requirement inputs, then produces proposal-ready documents with tracked changes. It pairs a managed proposal repository with clause library controls for consistent reuse across submissions and revisions.
Loopio also supports configuration around evaluation criteria so teams can build responses that align to scoring rubrics and internal win themes. Workflow automation covers routing approvals and producing clean PDF exports with version history.
- +Clause library reuse keeps RFP responses consistent across proposal cycles
- +Document approval routing reduces late edits and mismatch risk
- +Proposal repository supports version history for prior submissions and revisions
- +Evaluation-criteria configuration helps align answers to scoring rubrics
- –Requires careful configuration of requirements-to-clause mapping for accurate coverage
- –Complex multi-team workflows can increase admin overhead for routing and permissions
Best for: Fits when bid teams need structured RFP assembly with clause reuse, revision tracking, and approval routing.
ClientPoint
enterpriseEnterprise proposal and sales presentation platform with content management.
Versioned proposal documents with approval routing tied to deal workflows and reusable templates in one process.
ClientPoint is proposal software for teams that need end-to-end bid document workflow tied to CRM context and reusable templates. It supports proposal document assembly with dynamic content, revision history, and structured publishing controls for client-ready outputs.
The product focuses on integrating document creation with account and contact data so the same deal record drives proposal variations. Built-in administration covers user access, approval steps, and traceable changes across proposal iterations.
- +Proposal workflow stays connected to CRM records through consistent deal context
- +Document versioning tracks changes across proposal iterations for review
- +Approval routing supports controlled publishing of client-facing documents
- +Template reuse reduces rework when teams issue proposal variations
- –Advanced proposal customization can require careful template governance
- –Complex RFP scoring rubrics and calibration need more manual process support
Best for: Fits when proposal teams need CRM-linked document workflows with approvals and change traceability.
Bidsketch
SMBProposal software for freelancers and agencies with reusable content blocks.
Redline and comment history stays attached to the proposal content throughout the editing and review cycle.
Bidsketch centers proposal development around a tracked, collaborative editor that supports structured bid content rather than plain file uploads. It includes a proposal repository with version history, comment and redline workflows, and reusable clause blocks for repeatable responses.
The workflow ties together bid creation, review, and submission outputs, with export paths that support internal distribution and customer-ready documents. For sales and bid teams that need consistent formatting and review traceability across multiple bids, Bidsketch provides an approval-oriented authoring experience.
- +Collaborative redlining workflow keeps proposal review activity tied to the document
- +Reusable clause library reduces rewrite time across repeat RFP sections
- +Proposal repository with version history supports controlled iteration across bids
- +CRM-to-proposal sync helps reduce manual metadata and content handoffs
- –Advanced automation and orchestration depend on integration setup and permissions planning
- –Complex compliance matrices require disciplined structuring of proposal content
- –Large template estates need governance to avoid drift in section ordering
- –Some formatting edge cases may require template refinements for consistent exports
Best for: Fits when sales and bid teams want editor-based collaboration, reusable clauses, and document versioning for frequent RFP responses.
RocketDocs
enterpriseRFP and proposal response platform with content library and project management.
Proposal repository versioning tied to approval routing reduces lost edits during multi-review bid cycles.
RocketDocs focuses on proposal creation and control for bid teams that need repeatable document workflows and fast authoring. It centers on a proposal repository with versioned assets, plus editing flows for assembling proposal content into client-ready packages.
The system supports governance patterns like document approvals and traceable changes, which helps teams manage review cycles across multiple proposals. RocketDocs also targets integration workflows with CRMs and external systems via API and automation hooks for bid submissions and status updates.
- +Versioned proposal repository supports repeatable bid production and rollbacks
- +Document approval routing helps standardize review cycles across proposals
- +REST API integration supports CRM-to-proposal sync and status updates
- +Metadata tagging improves retrieval of templates and past winning assets
- –Advanced governance requires careful configuration of roles and routing rules
- –Template customization can take time when many sections and layout variants exist
- –Redlining workflows can feel document-structure dependent for complex clauses
- –Large proposal generation throughput can be limited by storage and rendering settings
Best for: Fits when bid teams need repository-backed proposal workflows with approvals and API-driven CRM sync.
Proposable
SMBProposal creation and tracking platform with templates and CRM integrations.
Guided template blocks that turn structured inputs into proposal-ready sections with versioned collaboration.
Proposable produces proposal documents with reusable templates and guided content blocks for sales, bid teams, and partners. It supports document versioning with trackable collaboration steps, which helps keep a proposal repository consistent across review cycles.
The workflow centers on turning structured inputs into proposal-ready outputs like PDF exports and editable drafts. Integration depth depends largely on its REST API integration and the way CRM fields are mapped into proposal data during creation.
- +Guided template blocks reduce the time to assemble consistent proposals.
- +Document versioning supports controlled iterations during multi-review cycles.
- +Proposal repository organization keeps active bids easier to locate.
- +REST API integration supports custom workflows around document creation.
- –Complex clause libraries can require careful template governance.
- –Advanced redlining depth can feel limited versus dedicated editing-first tools.
Best for: Fits when sales teams need repeatable proposal assembly with controlled collaboration and version history.
iQuoteXpress
SMBProposal and quote generation software with product catalog and approval workflows.
Guided proposal assembly from reusable templates that keeps formatting consistent across iterations.
iQuoteXpress is proposal automation software aimed at sales teams that need faster quote generation from structured inputs. It centers on reusable proposal templates, guided document assembly, and output that supports repeatable submissions.
The product’s core workflow focuses on building proposal documents consistently across sales cycles and keeping revisions organized. Its value depends on how well template governance, approval steps, and export formats fit the team’s bid process.
- +Template-driven proposal assembly reduces formatting rework
- +Document iteration workflow helps keep revisions from scattering across tools
- +Structured inputs support repeatable quote outputs for recurring deals
- +Exported proposal documents support distribution without extra conversions
- –Advanced compliance mapping and governance controls are limited
- –Automation depth is weaker for multi-system bid workflows
- –API and webhook capabilities appear limited for external orchestration
- –Fine-grained permissions and audit tooling are not prominent
Best for: Fits when sales teams need fast, template-based proposal creation with manageable review steps.
Conclusion
After evaluating 10 business finance, Expedience 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 software
Proposal software for sales and bid teams turns RFP response work into controlled proposal assembly with reusable clauses, governed templates, and trackable edits across review cycles. This buyer guide covers Expedience, Conga Proposal Manager, Nusii, Proposify, Loopio, ClientPoint, Bidsketch, RocketDocs, Proposable, and iQuoteXpress.
The differences show up in how each tool keeps proposal structure consistent between drafts and final outputs, which parts of the workflow are versioned, and how requirement-to-content mapping guides coverage. Expedience emphasizes guided clause and content reuse inside proposal assembly to reduce drift between drafts and final submissions, while Conga Proposal Manager emphasizes governed, data-driven template generation with structured, versioned outputs.
Proposal software for governed RFP response assembly, clause reuse, and review versioning
Proposal software is built for assembling proposal template sections into final RFP response documents with reusable content blocks, controlled revisions, and document versioning for review and rollback. Many tools also connect proposal content to upstream deal records so executive summary fields and technical sections stay consistent between bids, with Expedience and Conga Proposal Manager targeting that governed production pattern.
The category also centers on how clause and content reuse are configured so teams can apply the same sectioning logic across recurring proposal types without manual reformatting. Loopio focuses on requirements-to-clause mapping that drives coverage guidance for evaluators, while Nusii focuses on configurable reusable content blocks that generate proposal sections without reformatting every draft.
Proposal assembly controls, reuse logic, and review traceability
Proposal software succeeds when it keeps the same section structure across bids and stops writers from drifting when they revise. Expedience leads with guided clause and content reuse inside the proposal assembly workflow, so teams can generate consistent drafts that converge on final submissions.
The next key differentiator is how well each tool turns reused building blocks into governed outputs. Conga Proposal Manager emphasizes clause and content modules that render into structured proposal documents with controlled updates and versioned outputs, while Nusii focuses on configurable reusable content blocks that generate proposal sections without reformatting every draft.
Guided clause and section reuse that prevents drift
Expedience provides guided clause and content reuse inside proposal assembly to reduce drift between drafts and final submissions. Nusii offers configurable reusable content blocks that generate proposal sections consistently across bids without reformatting every draft.
Governed template generation with versioned outputs
Conga Proposal Manager renders structured proposal documents from clause and content modules with controlled updates and versioned outputs. Proposify supports guided template blocks that turn structured inputs into proposal-ready sections with versioned collaboration.
Requirements to clause mapping that ties answers to evaluation coverage
Loopio maps requirements to clauses to drive coverage guidance so evaluators see aligned answers by criteria. Expedience instead centers on guided reuse during assembly, so teams standardize content structure before they optimize coverage logic.
Collaboration and editing history that stays attached to content
Bidsketch keeps redlines and comment history attached to the proposal content throughout editing and review. Proposable provides guided template blocks with versioned collaboration, but Bidsketch’s redlining history is the stronger editing-cycle differentiator.
Approval-linked versioning inside a CRM-connected workflow
ClientPoint ties versioned proposal documents and approval routing to deal workflows so change traceability stays connected to CRM records. RocketDocs emphasizes a proposal repository versioning workflow tied to approval routing, which helps prevent lost edits during multi-review bid cycles.
Template-driven revisions for repeatable RFP response cycles
Proposify ties reusable sections to templates and supports inline customization for repeatable RFP responses with revision history. Conga Proposal Manager reduces formatting drift across bids using CRM-sourced data for consistent fields in executive summaries and technical sections.
Choose by reuse governance, coverage logic, and workflow control depth
Start by matching the tool’s reuse mechanism to how bids are actually produced in daily work. Some platforms guide clause reuse inside assembly, while others generate structured outputs from data-driven modules or focus on editor-centric redlining and comment history.
Then decide where governance must live. Teams that need controlled updates and versioned outputs should weigh Conga Proposal Manager against tools like ClientPoint or RocketDocs that anchor approval routing to deal workflows, while teams that need coverage guidance should prioritize Loopio’s requirements-to-clause mapping.
Select reuse control based on where writers make changes
If writers need guided clause and content reuse during proposal assembly, prioritize Expedience because it reduces drift between drafts and final submissions through guided reuse. If writers need section generation from configurable reusable content blocks, prioritize Nusii because it generates proposal sections without reformatting each draft.
Pick structured, data-driven output control for governed template generation
If proposal operations requires governed, data-driven templates with controlled updates and versioned outputs, pick Conga Proposal Manager for clause and content modules that render into structured documents. If the workflow is more input-driven and collaboration-centered, pick Proposify for guided template blocks that turn structured inputs into proposal-ready sections with versioned collaboration.
Decide whether coverage guidance must be requirements-driven
If evaluators need alignment between requirements and clause answers, prioritize Loopio because it uses requirements-to-clause mapping to drive coverage guidance. If the priority is keeping section structure consistent and repeatable across bids instead of coverage guidance, prioritize template-driven assembly approaches like Proposify’s reusable sections tied to templates.
Choose review mechanics based on how change traceability must persist
If document redlining must remain attached to proposal content during review, choose Bidsketch because its redline and comment history stays with the document through the editing cycle. If approval routing and version tracking must stay tied to deal workflows, choose ClientPoint or RocketDocs based on whether CRM-linked workflow context or repository versioning is the primary control surface.
Scope governance effort before expanding to new deal types
If scaling requires careful template and clause design up front, Conga Proposal Manager fits teams that can fund administrator support and integration knowledge for advanced customization. If template governance is likely to become heavy as template libraries grow, Expedience can still work but its CRM mapping and field normalization setup can require nontrivial effort.
Who proposal software buyers should target
Proposal software fits teams that generate recurring RFP response documents and must keep the same structure, wording blocks, and review history across drafts. The strongest fit depends on whether the team needs guided reuse, data-driven governed outputs, coverage mapping, or editing-first collaboration.
The tools in this guide range from clause-guided assembly to versioned repository workflows, so the buyer should map current bid workflows to the tool’s control points.
Proposal operations teams managing repeatable RFP response cycles
Conga Proposal Manager supports governed, data-driven template generation with structured and versioned outputs, which reduces formatting drift in recurring RFP responses. Proposify also supports revision history tied to template-driven proposal building for controlled edits between drafts and shareable versions.
Sales and bid teams standardizing content without reformatting every draft
Expedience centers guided clause and content reuse inside the proposal assembly workflow to reduce drift between drafts and final submissions. Nusii provides configurable reusable content blocks that generate proposal sections consistently without reformatting each draft.
Bid teams that must justify coverage against evaluation criteria
Loopio’s requirements-to-clause mapping supports coverage guidance so evaluators see aligned answers by criteria. This mapping discipline reduces the risk of missing requirement coverage across repeated proposal cycles.
Organizations that need review comments and redlines tied to the document content
Bidsketch keeps redline and comment history attached to proposal content during editing and review, so reviewers can trace changes to specific sections. This editing-cycle traceability is less dependent on template output controls than assembly-first reuse tooling.
Teams that run approvals inside CRM-linked deal workflows
ClientPoint ties proposal workflow to CRM-linked deal context, and it uses document versioning to track changes across proposal iterations for review. RocketDocs similarly uses a versioned proposal repository tied to approval routing, which supports rollbacks during multi-review bid cycles.
Common proposal-software mistakes that break repeatability
Buyers often treat proposal software as a document editor instead of a workflow system that must stay governed across bid cycles. The category punishes weak configuration and unclear ownership of reusable blocks, templates, and mapping rules.
Several tools in this list explicitly note governance and setup constraints, so the buyer should plan change control, permissions, and mapping discipline before scaling proposal volume.
Relying on reusable templates without funding mapping and normalization work
Expedience can require nontrivial setup for CRM mapping and field normalization, and large template libraries can slow authoring if governance is not enforced. The fix is to assign ownership for template governance and treat mappings as a production dependency, not an ad hoc task.
Scaling clause and template logic without a design phase
Conga Proposal Manager requires careful template and clause setup before scaling to new deal types, and advanced customization can depend on administrator support and integration knowledge. The fix is to run a structured template design phase with representative deal types before broad rollout.
Ignoring requirements-to-clause configuration discipline when coverage guidance matters
Loopio requires careful configuration of requirements-to-clause mapping for accurate coverage, and complex multi-team workflows increase admin overhead for routing and permissions. The fix is to standardize requirement structures and limit mapping variants to reduce administrative load.
Assuming deep conditional clause logic is covered when governance gets complex
Proposify’s clause library features are limited for teams needing deep conditional clause logic, which can force manual edits in complex scenarios. The fix is to validate conditional logic requirements during a pilot before committing to large template libraries.
Underestimating the effort of template adjustment for layout-level changes
Nusii can require template adjustment for deep, pixel-level layout changes, and complex requirement-to-section mapping needs upfront setup discipline. The fix is to lock layout standards early and treat mapping and layout changes as governed releases.
How We Selected and Ranked These Tools
We evaluated proposal software tools for sales and bid workflows using feature depth at 40%, ease of use at 30%, and value at 30%. We prioritized integration depth where proposal output and upstream deal context must stay consistent across bids, and we scored automation and API surface when proposal generation depends on connected inputs.
We gave Expedience a top ranking because guided clause and content reuse inside proposal assembly directly reduces drift between drafts and final submissions, and because its template-driven proposal assembly keeps section structure consistent across bids. We also compared review traceability by matching how each tool keeps versioned outputs aligned with approval routing and collaboration changes across repeat RFP cycles.
Frequently Asked Questions About proposal software
How do Expedience and Conga Proposal Manager differ in clause and content reuse for proposal builds?
Which tools provide an API surface for CRM-to-proposal sync and automation of downstream steps?
How does Nusii handle versioning and document lifecycle for repeatable proposal assembly?
When does Bidsketch’s editor-based collaboration work better than template-only generation?
What breaks if admin controls and RBAC are weak in a multi-user proposal operation?
How do document approvals and audit trail logging show up in RocketDocs versus Loopio?
Which tool best supports evaluation criteria weights and scoring calibration workflows?
How does a clause library and document versioning impact RFP response consistency in Loopio and Expedience?
What getting-started path works best when migrating existing proposal templates into Proposify and Expedience?
Tools reviewed
Primary sources checked during evaluation.
Referenced in the comparison table and product reviews above.
- Business FinanceTop 10 Best Online Proposal Software of 2026
- Business FinanceTop 10 Best Proposal Automation Software of 2026
- Business FinanceTop 10 Best Proposal Creation Software of 2026
- Business FinanceTop 10 Best Proposal Writing Software of 2026
- Non Profit Public SectorTop 10 Best Grant Proposal Software of 2026
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