GITNUXSOFTWARE ADVICE
Marketing AdvertisingTop 10 Best Sales Proposal Software of 2026
Discover the top 10 best sales proposal software to streamline workflows—compare features, save time, boost conversions.
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 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
PandaDoc
Built-in document analytics for proposal views, engagement, and signature status
Built for sales teams needing branded, trackable proposals with e-sign and analytics.
Qwilr
Real-time proposal tracking that reports opens and engagement events inside Qwilr analytics
Built for sales teams needing interactive proposal links with tracking and template-based branding.
DocuSign
eSignature audit trails for every proposal envelope, including signer events and timestamps
Built for sales teams needing compliant e-signature workflows for proposal approvals.
Comparison Table
This comparison table reviews sales proposal software options such as PandaDoc, Qwilr, DocuSign, Proposify, and Ironclad. It highlights how each platform handles proposal creation, e-signature and document workflows, template control, and collaboration so you can match tools to your sales process.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | PandaDoc Creates, sends, tracks, and e-signs sales proposals and other revenue documents with templates, payments, and analytics. | proposal automation | 9.2/10 | 9.3/10 | 8.7/10 | 8.4/10 |
| 2 | Qwilr Builds high-converting sales proposals and quotes with reusable templates, live editing, and tracked engagement from one workspace. | proposal builder | 8.2/10 | 8.6/10 | 8.4/10 | 7.3/10 |
| 3 | DocuSign Generates proposal-ready documents that are routed for signatures and status tracked across sales workflows with e-signature automation. | e-signature automation | 8.2/10 | 8.7/10 | 7.9/10 | 7.8/10 |
| 4 | Proposify Streamlines proposal creation, approval workflows, and customer e-signature with version control and performance reporting. | sales proposal platform | 7.9/10 | 8.2/10 | 8.6/10 | 7.2/10 |
| 5 | ironclad Manages contract workflows while helping sales teams build proposal and agreement processes with structured approvals and visibility. | contract workflow | 8.4/10 | 9.1/10 | 8.0/10 | 7.2/10 |
| 6 | Sell dox Creates branded proposals with document automation, e-signature, and sales activity tracking across proposal lifecycle stages. | document automation | 7.4/10 | 7.6/10 | 8.1/10 | 6.9/10 |
| 7 | Xait Generates personalized sales proposals and quotes using guided selling and document generation for complex configuration and CPQ needs. | CPQ proposal generation | 7.6/10 | 8.2/10 | 7.1/10 | 7.4/10 |
| 8 | Zoho Sign Provides e-signature and document workflows that support sales proposals through Zoho ecosystem templates and tracking. | e-signature and workflow | 7.6/10 | 8.1/10 | 8.6/10 | 7.1/10 |
| 9 | Loopio Centralizes RFP and sales response content to produce compliant proposals quickly with automation and collaboration. | RFP automation | 8.2/10 | 8.7/10 | 7.6/10 | 7.9/10 |
| 10 | Better Proposals Creates and sends interactive proposals with templates, tracking, and e-sign integration designed for small sales teams. | budget-friendly proposals | 7.1/10 | 7.3/10 | 8.2/10 | 6.8/10 |
Creates, sends, tracks, and e-signs sales proposals and other revenue documents with templates, payments, and analytics.
Builds high-converting sales proposals and quotes with reusable templates, live editing, and tracked engagement from one workspace.
Generates proposal-ready documents that are routed for signatures and status tracked across sales workflows with e-signature automation.
Streamlines proposal creation, approval workflows, and customer e-signature with version control and performance reporting.
Manages contract workflows while helping sales teams build proposal and agreement processes with structured approvals and visibility.
Creates branded proposals with document automation, e-signature, and sales activity tracking across proposal lifecycle stages.
Generates personalized sales proposals and quotes using guided selling and document generation for complex configuration and CPQ needs.
Provides e-signature and document workflows that support sales proposals through Zoho ecosystem templates and tracking.
Centralizes RFP and sales response content to produce compliant proposals quickly with automation and collaboration.
Creates and sends interactive proposals with templates, tracking, and e-sign integration designed for small sales teams.
PandaDoc
proposal automationCreates, sends, tracks, and e-signs sales proposals and other revenue documents with templates, payments, and analytics.
Built-in document analytics for proposal views, engagement, and signature status
PandaDoc stands out for turning proposals into trackable, shareable documents with strong e-sign and approval workflow. It supports template-driven proposals, dynamic fields, and product blocks so sales teams can generate consistent quotes quickly. Built-in analytics show views, opens, and signature status, which helps sales teams follow up based on buyer behavior. Collaboration tools support commenting and internal approvals alongside document sharing.
Pros
- Template-based proposal builder with dynamic fields for fast quote creation
- Document analytics track views and signature status for targeted follow-ups
- Embedded e-sign and review workflows reduce proposal turnaround time
- Reusable content blocks help standardize pricing and service language
- Collaboration tools support comments and internal routing
Cons
- Advanced proposal logic can feel heavy for teams needing simple quotes
- Admin setup for fields and templates takes time before scaling
- Some workflow depth depends on add-ons and integrations
Best For
Sales teams needing branded, trackable proposals with e-sign and analytics
Qwilr
proposal builderBuilds high-converting sales proposals and quotes with reusable templates, live editing, and tracked engagement from one workspace.
Real-time proposal tracking that reports opens and engagement events inside Qwilr analytics
Qwilr specializes in building polished sales proposals with email-friendly sharing, real-time tracking, and interactive content like embedded links and media. It includes proposal templates, custom branding, and per-recipient viewing permissions to support consistent customer-facing documents. The workflow centers on generating a shareable proposal experience rather than managing complex document versions or heavy quote configuration. Qwilr also supports analytics so sales teams can see when a proposal is opened and engaged.
Pros
- Interactive proposals with embedded links and media for stronger buyer engagement
- Proposal analytics show opens and link clicks to support follow-up decisions
- Template-driven design keeps branding consistent across sales teams
- Shareable proposal links reduce friction versus PDF-only workflows
Cons
- Advanced quoting logic and line-item pricing configurators are limited
- Document versioning and complex approvals are not designed for heavy governance
- Customization options can feel constrained for highly unique proposal layouts
Best For
Sales teams needing interactive proposal links with tracking and template-based branding
DocuSign
e-signature automationGenerates proposal-ready documents that are routed for signatures and status tracked across sales workflows with e-signature automation.
eSignature audit trails for every proposal envelope, including signer events and timestamps
DocuSign stands out with deep e-signature coverage plus tight Salesforce and CRM-oriented deal workflows. It supports reusable templates, brandable document envelopes, and automated signing reminders to speed proposal turnaround. Sales teams can manage routing logic, audit trails, and legally relevant completion records for proposals that need traceability. Advanced visibility comes from reporting on status, signer engagement, and document activity across ongoing deals.
Pros
- Reusable templates speed quote and proposal creation
- Robust audit trails support compliance and internal review
- Strong e-signature automation reduces manual follow-ups
- Good CRM integration supports deal lifecycle workflows
Cons
- Proposal document building is less flexible than dedicated proposal builders
- Advanced workflow setup can feel complex for small teams
- Pricing can be costly when multiple users need full features
Best For
Sales teams needing compliant e-signature workflows for proposal approvals
Proposify
sales proposal platformStreamlines proposal creation, approval workflows, and customer e-signature with version control and performance reporting.
Proposal analytics that tracks viewer activity and engagement per proposal link
Proposify stands out with its fast proposal-building workflow and guided proposal content layout that keeps sales messaging consistent. It supports branded templates, reusable sections, and conditional logic to tailor proposals to deal-specific needs. You can track proposal activity with engagement analytics and share proposals via secure links for e-signature-ready review cycles. It also offers Salesforce integration to keep quote data and proposal generation tied to active pipeline records.
Pros
- Guided proposal editor helps keep offers consistent across reps
- Reusable sections and templates speed up proposal creation
- Engagement analytics show opens, views, and time spent
- Salesforce integration ties proposal workflow to pipeline context
- Client-friendly sharing links support review and approval cycles
Cons
- Advanced customization options can feel limited for complex quoting
- Collaboration features are less robust than dedicated CPQ suites
- Branding depth can require extra template work
Best For
Sales teams needing polished proposals with engagement tracking
ironclad
contract workflowManages contract workflows while helping sales teams build proposal and agreement processes with structured approvals and visibility.
Guided deal workflow approvals that route proposal drafts through review and sign stages
Ironclad is distinct for tying proposal creation to legal-style deal workflows with guided approvals and clause control. It provides collaborative proposal templates, content versioning, and e-signature readiness for turning draft into executed documents. Strong automation supports document generation from structured data and sales playbooks, while centralized governance helps keep proposals consistent across reps.
Pros
- Guided approvals connect proposal drafting with review workflows
- Clause and template governance reduces inconsistent proposal language
- Structured data helps generate proposals faster than manual editing
- Collaboration and version history support cleaner internal coordination
- Works well for sales teams that must align with legal requirements
Cons
- Implementation can be heavy when teams require deep template governance
- Advanced workflow setup adds complexity for simple proposal use cases
- Total cost rises quickly with broader user access and automation needs
Best For
Sales and legal teams needing governed proposal workflows and clause control
Sell dox
document automationCreates branded proposals with document automation, e-signature, and sales activity tracking across proposal lifecycle stages.
Proposal tracking that shows activity after sending to guide follow-ups
Sell Dox stands out with an email-friendly proposal workflow that focuses on fast drafting and sending for sales teams. The solution provides proposal document creation, reusable templates, and role-based content so sales reps can standardize messaging. It also supports tracking to monitor proposal activity after sending. The platform is geared toward teams that want tighter control over proposal content without building custom document systems.
Pros
- Quick proposal creation with reusable templates and standardized layouts
- Proposal tracking helps reps follow up with more context
- Designed for sales workflows that reduce manual document handling
Cons
- Template flexibility is limited compared with heavier proposal automation platforms
- Advanced customization for complex documents can feel constrained
- Collaboration and workflow controls lag behind top-tier proposal tools
Best For
Sales teams needing quick standardized proposals with basic tracking
Xait
CPQ proposal generationGenerates personalized sales proposals and quotes using guided selling and document generation for complex configuration and CPQ needs.
AI-assisted proposal generation using reusable, governed content blocks
Xait stands out for AI-assisted proposal and content generation designed to reduce manual drafting time. It focuses on building consistent sales proposals from structured data, approved content blocks, and configurable templates. The platform supports collaboration workflows for reviews and edits, plus version control for proposal iterations. Xait also emphasizes guided proposal creation so sales teams can reuse compliant messaging across deals.
Pros
- AI-assisted proposal drafting speeds up first drafts and revisions
- Template and content reuse helps keep proposals consistent across teams
- Collaboration and review workflows support controlled editing
Cons
- Setup of templates, content rules, and data sources can take time
- UI can feel workflow-heavy compared with document-centric editors
- Advanced configuration increases admin overhead for smaller sales teams
Best For
Sales teams needing governed, template-driven proposals with AI assistance
Zoho Sign
e-signature and workflowProvides e-signature and document workflows that support sales proposals through Zoho ecosystem templates and tracking.
Reusable templates with dynamic signing fields for consistent, trackable proposal sign workflows
Zoho Sign focuses on fast document signing with role-based routing and reusable templates for consistent proposal workflows. You can generate sign requests, track status in real time, and add fields for names, dates, and signatures without custom development. It integrates well with Zoho CRM and other Zoho apps so sales teams can send, monitor, and archive signed proposals from the same system. The strongest fit is proposal documents that need structured signing and audit trails rather than complex CPQ-style quoting.
Pros
- Role-based signing flows support approval and execution steps
- Reusable templates speed up repetitive proposal formats
- Real-time status tracking and completion notifications reduce follow-ups
- Audit trails and document history improve compliance visibility
- Zoho CRM integration helps trigger and manage proposal sign requests
Cons
- Proposal creation and pricing logic are not built for complex quoting
- Advanced proposal layout customization relies on document editing tools
- Limited native collaboration features for internal proposal drafting
- Branding and field customization options can feel constrained for complex templates
Best For
Sales teams needing fast, auditable proposal signing inside the Zoho ecosystem
Loopio
RFP automationCentralizes RFP and sales response content to produce compliant proposals quickly with automation and collaboration.
Built-in proposal workflows with guided content and approvals to control final submissions
Loopio stands out with an approval-ready, guided proposal creation workflow built around content reuse and governance. It centralizes proposal answers and documents so sales teams can generate proposals faster and stay aligned with current pricing, product, and compliance language. It also focuses on repeatable sales engagement by connecting proposal inputs to structured responses and review steps before submission. For teams that need consistent proposals across regions, Loopio’s workflow helps reduce last-minute edits and version confusion.
Pros
- Guided proposal workflows enforce consistency across reps and regions
- Centralized content library supports reusable answers and approved assets
- Review and approval steps reduce version drift before sending proposals
- Structured response approach helps standardize pricing and product messaging
Cons
- Setup and content governance require ongoing admin effort
- Proposal customization can feel constrained versus fully manual document building
- Workflow changes may take time to roll out across teams
Best For
Sales teams needing governed, repeatable proposals with approval workflows
Better Proposals
budget-friendly proposalsCreates and sends interactive proposals with templates, tracking, and e-sign integration designed for small sales teams.
Built-in proposal activity tracking with view and status updates.
Better Proposals focuses on proposal creation with reusable templates, automated document generation, and a clean editor for formatting client-ready sales documents. It supports tracking proposal views and status changes to help sales teams follow up based on real engagement. The workflow centers on turning lead data into consistent proposals while reducing manual copy and formatting work.
Pros
- Fast proposal building with reusable templates and consistent formatting
- Proposal activity tracking shows views and status changes for better follow-up
- Client-ready document output reduces time spent on manual edits
- Simple editor keeps proposal layout changes straightforward
Cons
- Advanced CPQ-style quoting and pricing logic are limited
- Deep CRM-native deal workflows and approvals are not as robust as top platforms
- Collaboration and role-based controls feel lighter than enterprise document suites
- Document automation options may require more manual setup than bigger tools
Best For
Sales teams needing quick proposal creation with basic tracking and templates
Conclusion
After evaluating 10 marketing advertising, PandaDoc 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 Sales Proposal Software
This buyer’s guide helps you choose Sales Proposal Software by focusing on proposal building, collaboration and approvals, e-sign workflows, and proposal engagement tracking across PandaDoc, Qwilr, DocuSign, Proposify, ironclad, Sell dox, Xait, Zoho Sign, Loopio, and Better Proposals. It explains which feature set fits which sales process and which tool behaviors create avoidable rollout friction.
What Is Sales Proposal Software?
Sales Proposal Software creates branded proposal documents, shares them with buyers, tracks engagement, and routes drafts through internal review and signatures. It solves the repeatable workflow problem of turning deal context into consistent customer-ready proposals with measurable buyer activity. Tools like PandaDoc combine template-driven proposal generation with embedded e-sign and document analytics. Tools like Qwilr center on interactive proposal links with real-time tracking that helps reps follow up based on opens and engagement events.
Key Features to Look For
These capabilities separate tools built for fast, trackable proposals from tools built for governed approvals and compliance-heavy signing flows.
Document analytics for proposal views and signature status
PandaDoc tracks proposal views, opens, and signature status so reps can target follow-ups based on buyer behavior. Proposify also provides engagement analytics that show viewer activity and time spent per proposal link.
Interactive proposal links with embedded engagement signals
Qwilr delivers live editing and tracked engagement so shared proposals report opens and link interaction events. Better Proposals also tracks proposal views and status changes to help small teams act on buyer interaction signals.
Reusable templates with dynamic fields and standardized content blocks
PandaDoc uses template-based proposal building with dynamic fields and reusable content blocks to standardize pricing and service language. Zoho Sign supports reusable templates with dynamic signing fields so proposal documents stay consistent across repeated send-and-sign workflows.
E-sign workflows with auditable execution records
DocuSign provides eSignature audit trails for every proposal envelope with signer events and timestamps to support compliance and traceability. Zoho Sign adds role-based signing flows with real-time status tracking and audit trails inside the Zoho ecosystem.
Guided internal approvals and version control for governed proposals
ironclad ties proposal creation to legal-style deal workflow approvals and routes drafts through review and sign stages. Loopio enforces governed proposal submissions with guided workflows, review steps, and approval routing to reduce version drift.
Structured content and CPQ-style generation from governed data
Xait generates proposals and quotes using AI-assisted drafting from structured data plus approved, governed content blocks. Loopio and ironclad both emphasize structured response and clause governance so proposals stay aligned with current product and compliance language.
How to Choose the Right Sales Proposal Software
Pick the tool that matches your proposal complexity, your internal approval requirements, and the type of customer interaction tracking you need.
Match your proposal style to the editor and delivery model
If your team needs branded documents with strong internal collaboration and proposal analytics, PandaDoc supports template-driven proposals plus collaboration and internal approvals. If you primarily want email-friendly sharing with real-time engagement on a shared proposal link, Qwilr is built around interactive proposals with tracked engagement events.
Select based on e-sign and audit requirements
Choose DocuSign if you need legally relevant completion records and detailed eSignature audit trails with signer events and timestamps. Choose Zoho Sign if you want role-based signing flows, real-time status tracking, and consistent signing fields inside the Zoho ecosystem.
Ensure engagement tracking fits your follow-up process
If your workflow depends on knowing whether a proposal was viewed and whether it was signed, PandaDoc’s document analytics cover view, open, and signature status. If you run link-based review cycles and act on viewer engagement, Proposify and Qwilr both provide engagement analytics tied to shared proposal links.
Align internal governance to legal and regional consistency needs
If legal review is part of the proposal workflow and templates must follow clause governance, ironclad provides guided deal workflow approvals and clause control. If you need repeatable proposals across regions with approval-ready content reuse, Loopio centralizes answers and guided approvals before submission.
Confirm quoting complexity and template governance effort
If your proposals require governed generation from structured data with AI-assisted drafting, Xait focuses on AI-assisted proposal generation using governed content blocks and configurable templates. If you need fast, standardized proposals with basic tracking and limited complexity, Sell dox targets quick template-based drafting and proposal activity tracking without heavy quote logic.
Who Needs Sales Proposal Software?
These tools fit different sales operating models, from high-governance deal workflows to fast standardized proposals with basic tracking.
Sales teams that need trackable branded proposals plus embedded e-sign and approvals
PandaDoc is a strong match because it combines template-based proposal building, collaboration with comments and internal approvals, and built-in analytics for views, opens, and signature status. Proposify also supports engagement analytics per proposal link and secure sharing for e-signature-ready review cycles.
Teams that want interactive proposal links with engagement signals instead of PDF-centric review
Qwilr is built for interactive proposals with embedded links and media plus analytics that report opens and engagement events. Better Proposals also provides tracking for proposal views and status changes, which supports quick follow-ups for small sales teams.
Sales and compliance teams that require auditable signature workflows
DocuSign is designed for proposal-ready documents routed for signatures with eSignature audit trails for signer events and timestamps. Zoho Sign supports role-based signing flows with audit trails and real-time status tracking that works well inside the Zoho ecosystem.
Organizations that must enforce governed content, legal alignment, and consistent approvals
ironclad is a direct fit because it routes proposal drafts through guided approvals and review and sign stages with clause and template governance. Loopio supports centralized content governance with guided proposal workflows and review steps that reduce version confusion before submission.
Common Mistakes to Avoid
These mistakes show up repeatedly when teams pick a tool that does not match their quoting complexity, governance needs, or collaboration workflow depth.
Choosing document analytics without a workflow that acts on signature state
If your team needs to know whether buyers signed to trigger next steps, PandaDoc’s signature status analytics align directly with that follow-up requirement. Proposify provides engagement analytics per link but lacks the same breadth of embedded signature status behavior focused on signature completion events.
Underestimating template and governance setup effort for complex proposal logic
PandaDoc can feel heavy for teams that only need simple quotes because advanced proposal logic and admin field and template setup take time before scaling. Xait and Loopio also require setup of templates, content rules, and governance so structured generation can work reliably.
Expecting interactive link behavior from tools built for governed approvals and contracts
ironclad focuses on deal workflows with guided approvals and clause control, so teams that want lightweight interactive proposal link experiences often find it heavier than purpose-built interactive link tools like Qwilr. Qwilr’s strength is tracked engagement on shareable proposal links rather than deep contract-style clause governance.
Using a signing tool for complex CPQ-style quoting and pricing configuration
Zoho Sign is optimized for fast, auditable signing workflows and reusable templates with signing fields, not complex CPQ-style quoting and pricing logic. Better Proposals and Sell dox also limit advanced CPQ-style pricing logic, so they can be a mismatch for intricate line-item configuration requirements.
How We Selected and Ranked These Tools
We evaluated PandaDoc, Qwilr, DocuSign, Proposify, ironclad, Sell dox, Xait, Zoho Sign, Loopio, and Better Proposals across four dimensions: overall fit, feature depth, ease of use, and value for the workflow each tool is built for. We prioritized tools that pair proposal creation with measurable buyer engagement tracking and that also connect proposals to the next step in the sales process, either internal approvals, e-sign execution, or repeatable governed content creation. PandaDoc separated itself by combining template-driven proposal generation, embedded e-sign and review workflows, and built-in analytics that track views, opens, and signature status in the same system. Tools like Qwilr and DocuSign separated on different strengths, with Qwilr centered on interactive tracked proposal links and DocuSign centered on legally relevant eSignature audit trails and CRM-oriented deal workflow routing.
Frequently Asked Questions About Sales Proposal Software
Which sales proposal software best supports e-sign with auditable approval records?
DocuSign provides reusable templates, automated signing reminders, signer routing logic, and audit trails with completion timestamps. Zoho Sign also supports real-time tracking and role-based routing with reusable templates and dynamic signature fields.
What tool is best for tracking how buyers engage with a proposal link after sending?
PandaDoc includes built-in document analytics that report views, opens, and signature status for follow-ups. Qwilr focuses on real-time proposal tracking that captures opens and engagement events, while Proposify tracks viewer activity per proposal link.
Which software helps reduce proposal drafting time using AI or structured content blocks?
Xait uses AI-assisted generation that builds proposals from structured data and reusable, governed content blocks. Ironclad and Loopio also reduce manual work by generating documents from structured inputs and by reusing approved answers and content.
Which option is best when sales teams need guided approvals and clause or content governance?
ironclad provides legal-style deal workflows with guided approvals and clause control to route drafts through review and sign stages. Loopio adds approval-ready creation with governance that standardizes final submissions across regions.
Which tool is most suitable for interactive proposals that look good in email?
Qwilr is built around email-friendly sharing with interactive content such as embedded links and media. Sell dox also emphasizes an email-friendly workflow for fast drafting and sending, with reusable templates and role-based content.
Which sales proposal platform integrates best with Salesforce deal data and pipeline workflows?
Proposify offers Salesforce integration that ties quote data and proposal generation to active pipeline records. PandaDoc supports collaboration and approval workflows that can fit into sales processes where CRM records drive proposal creation.
What product is best for collaboration and internal review before sending to the customer?
PandaDoc supports commenting and internal approvals alongside document sharing. ironclad adds guided review workflows with collaborative templates and versioning so drafts stay controlled before customer sign.
Which software is designed for proposals that require structured signing fields and quick setup?
Zoho Sign uses reusable templates and lets you add dynamic signing fields like names and dates without custom development. Zoho Sign pairs that structured signing with real-time status tracking and archiving inside the Zoho ecosystem.
How do teams usually handle version control and conditional content when proposals vary by deal?
Ironclad provides content versioning and governed templates that keep clause-ready drafts consistent as the deal evolves. Proposify supports conditional logic and reusable sections so proposals tailor content while staying aligned to the template.
Which option is best if you want to centralize proposal answers and drive repeatable workflows across regions?
Loopio centralizes proposal answers and documents so teams generate repeatable proposals with approval steps before submission. Qwilr and PandaDoc also support templating and branding, but Loopio focuses on governed inputs and structured workflows for regional consistency.
Tools reviewed
Referenced in the comparison table and product reviews above.
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