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Environment EnergyTop 10 Best Solar Business Management Software of 2026
Compare solar business management software options for solar contractors, covering features and tradeoffs to support shortlist decisions.
How we ranked these tools
Vendors set the topic, but our editors set the inclusion criteria and the evaluation framework before research starts.
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Framework: Features 40% · Ease 30% · Value 30%
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Aurora Solar is the best pick for solar teams bottlenecked in design and proposal creation, because its single configuration context regenerates proposal and project deliverables in real time while keeping iterations consistent. JobNimbus is the alternative for SMB contractors who need a stage-driven workflow that ties task ownership and status updates to the sales pipeline.
Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
Aurora Solar
Realtime design changes that regenerate proposal and project deliverables from a single configuration context.
Best for: Fits when solar design and proposal creation are the operational bottleneck and project handoffs need consistency.
JobNimbus
Editor pickStage-driven job workflow that ties task assignment and project status updates to sales pipeline movement.
Best for: Fits when sales, project management, and field coordination must share one workflow for many concurrent solar jobs.
OpenSolar
Editor pickProposal and project updates stay linked through a single project workspace, reducing mismatches between what is sold and what is built.
Best for: Fits when sales and install teams need one record for handoffs, proposal updates, and execution tracking.
Comparison Table
Aurora Solar
vertical specialistSolar design and sales software with proposal, shading, and project workflow tools.
Realtime design changes that regenerate proposal and project deliverables from a single configuration context.
Aurora Solar is geared toward solar design and sales teams that need fast system design, proposal output, and handoff packages for downstream workflows. The system combines a design engine, proposal generation, and project documentation so sales output can carry through to permitting and installation readiness.
Workflows cover site data capture and design iterations, while project-level tracking helps teams coordinate next steps after a sale. Aurora Solar also fits teams that want to connect their process with external tools through configuration and integration options rather than manual exports.
- +Design-to-proposal flow reduces duplicate work between sales and project docs
- +Project artifacts stay consistent across iterations of system configuration
- +Built for residential solar lead-to-design throughput with quick revisions
- +Supports handoff toward permitting packages with structured project documentation
- –Permit workflow management is less centralized than in project-first management suites
- –Complex governance like multi-user approvals needs careful process design
- –Field scheduling and dispatch depth lags tools focused on installation operations
- –External accounting synchronization can require extra mapping effort
Solar asset managers and ops
Investigate abnormal performance across portfolio sites
Structured follow-up on yield loss
Solar operations managers and sales
Track project stages through handoffs
Visibility into bottlenecks and delays
Show 2 more scenarios
Solar sales and proposal teams
Generate client proposals from modeled designs
Consistent proposals from one model
Produce proposal materials with visuals, specifications, and production assumptions tied to current system design.
Residential solar design installers
Model roofs with shade and placement
Repeatable roof layouts and visuals
Create repeatable roof layouts, evaluate shading, place modules, and estimate residential PV production outputs.
Best for: Fits when solar design and proposal creation are the operational bottleneck and project handoffs need consistency.
JobNimbus
SMBCRM and project management software for contractors with solar workflow support.
Stage-driven job workflow that ties task assignment and project status updates to sales pipeline movement.
JobNimbus is built for teams that run many concurrent solar projects and need consistent handoffs from sales activity to delivery execution. The core UI centers on pipeline stage management and job records with scheduled tasks for internal users and field progress updates. Reporting ties pipeline movement to operational outcomes, which helps project managers and sales leaders diagnose delays.
A tradeoff appears when the workflow needs deep domain-specific solar design artifacts that require a dedicated system for engineering deliverables. JobNimbus is a good fit when the organization wants standard project orchestration, consistent task ownership, and faster communication between office staff and field teams for residential or commercial installs.
- +Job-centric workflow links pipeline stage changes to real task ownership
- +Stage reporting makes blockers visible across multiple active projects
- +Automation reduces manual follow-up across sales and operations
- +Tasking and updates keep internal teams synchronized during installs
- –Solar design documents and engineering deliverables require external tools
- –Automation benefits depend on disciplined process setup by managers
- –Field data capture may feel limited for highly specialized inspection steps
- –Complex custom workflow logic can take time to model in stages
Solar project managers
Track install progress across active jobs
Fewer stalled installs
Solar sales operations teams
Standardize lead-to-install follow-ups
More consistent throughput
Show 2 more scenarios
Residential solar sales teams
Coordinate customer communication and internal tasks
Faster customer response
Teams track each job record and ensure next actions are scheduled for staff and field.
Regional solar operations leaders
Monitor execution across multiple crews
Earlier intervention on blockers
Leaders use stage reporting to spot delays tied to specific jobs and owners.
Best for: Fits when sales, project management, and field coordination must share one workflow for many concurrent solar jobs.
OpenSolar
vertical specialistSolar design, sales, proposal, and project management software for installers.
Proposal and project updates stay linked through a single project workspace, reducing mismatches between what is sold and what is built.
OpenSolar centers operations on a shared project record that links sales outcomes to installation execution and post-install steps. Deal configuration supports custom pipeline stages and status transitions, while project tasks help teams track scheduling, internal reviews, and installation progress. Proposal generation is driven from project details so updates propagate when the team changes system scope or timeline.
A key tradeoff is that the workflow is optimized around OpenSolar's project object model, so organizations with heavily customized sales methodology may need process mapping before automation can match internal steps. OpenSolar fits teams that want consistent handoffs from sales through permitting and scheduling, especially when multiple roles coordinate across office and field.
- +Shared project record ties proposals to execution status
- +Task-based project tracking matches lead-to-install coordination
- +Change control keeps customer materials consistent with scope
- +Configurable pipeline stages support repeatable deal workflows
- –Custom methodologies may require workflow mapping to OpenSolar stages
- –Some edge cases depend on careful configuration of project tasks
Solar sales operations teams
Standardize proposals across pipeline stages
Fewer mismatched proposal versions
Project managers
Track installation progress with tasks
Clearer scheduling accountability
Show 2 more scenarios
Customer-facing coordinators
Coordinate change requests
Reduced rework communications
Coordinators manage scope changes and keep customer-facing outputs aligned with revisions.
Field operations leads
Track handoffs between office and crews
Faster handoff decisions
Field leads see the operational state tied to each active project record and timeline.
Best for: Fits when sales and install teams need one record for handoffs, proposal updates, and execution tracking.
SalesRabbit
SMBField sales software for lead generation, canvassing, territory management, and sales performance.
Stage-based workflow automation that generates task follow-ups and keeps deal records synchronized to pipeline movement.
SalesRabbit is a solar-focused sales and customer management system that centers on managing leads through deal close and handoff to delivery. It supports configurable sales stages and team workflows that track tasks from first contact to signed agreement.
- +Pipeline and workflow configuration keeps lead-to-close steps consistent
- +Automation rules reduce manual follow-up for stage-based tasks
- +Activity history provides clear audit trails for sales interactions
- +Forecast views align deal status to team execution
- –Project delivery tooling coverage is limited compared with full ERP
- –API and integration depth depends on available connectors for back-office systems
- –Multi-site permissions need careful setup for predictable visibility
- –Sales process customization can require ongoing admin attention
Field sales managers
Standardize visit notes and forms
Comparable activity documentation
Field sales operations teams
Route leads by territory criteria
More consistent lead assignments
Show 2 more scenarios
Door-to-door representatives
Capture canvassing visits and next steps
Improved follow-up consistency
Representatives record neighborhood visits via mobile workflows and advance leads through pipeline stages.
Field sales leaders
Run contests across territories
Clear contest performance visibility
Leaders run time-bound contests with weighted scoring and separate standings for teams or territories.
Best for: Fits when solar teams need repeatable sales pipeline execution with automation and strong activity tracking.
PVcase
enterpriseSolar design and engineering software for utility-scale and commercial photovoltaic projects.
Deal-level design workspace that ties system sizing inputs to equipment catalog BOM and proposal-ready deliverables.
PVcase centralizes solar project documentation and design outputs into one management workspace, which reduces file sprawl across estimating, system design, and proposal handoff. It is oriented around repeatable engineering inputs like equipment catalogs and bill of materials, then turns them into proposal-ready materials and customer-facing deliverables.
- +Engineering-grade design outputs convert cleanly into proposal and handoff documents
- +Equipment catalog and bill of materials support repeatable residential and commercial builds
- +Project workspaces keep site and design files attached to one deal record
- +Exportable permit package assets reduce rework between design and compliance teams
- –Automation and API coverage for back-office workflows is not as deep as specialized ERP add-ons
- –Governance features like granular RBAC and audit trails can require careful administration discipline
- –Some field operations needs may require external field service or scheduling tools
- –Versioning and change control for design artifacts can take process discipline to stay consistent
Commercial solar sales teams
Build consistent rooftop proposal drawings
Faster repeatable commercial proposals
Racking and structural designers
Pass mounting geometry into checks
Review-ready structural information
Show 2 more scenarios
Multi-project engineering organizations
Standardize CAD workflows across projects
More consistent design documentation
Applies templates and repeatable drafting workflows for consistent inputs and revisions.
Utility-scale site layout engineers
Design plant arrays with constraints
Coordinated plant layout package
Coordinates terrain-based array layout with mounting choices and placement constraints for review.
Best for: Fits when solar teams need design-to-document continuity with consistent BOM outputs for proposals and permit packages.
Solargraf
vertical specialistSolar sales software for system design, proposals, financing, and customer approvals.
Project workspaces that bind proposal and permitting package outputs to the execution timeline.
Solargraf manages solar projects from lead intake through customer-facing delivery, with workflow tooling oriented around proposal, design, and installation coordination. The system centers on project workspaces that connect commercial and residential deal stages into a single execution timeline.
- +Lead-to-install workflows keep deal steps tied to a single project record
- +Proposal and permit package document handling reduces version drift across stages
- +Integrations enable syncing project status to external sales and ops systems
- +Automation rules support repeatable execution for multi-stage projects
- –Setup effort increases when teams need custom workflows per segment
- –Accounting handoff depth can lag behind full ERP-grade workflows
- –Field-service style execution depends on integration coverage
- –Reporting dashboards feel less granular than project tracking power users expect
Solar sales managers
Route leads into project workspaces
Fewer handoff delays
Design and engineering teams
Coordinate permitting-ready design packages
Cleaner permit submissions
Show 2 more scenarios
Project managers
Plan installation execution from timeline
On-time project delivery
Tracks proposal, design, and installation coordination inside a single workspace.
Operations and system admins
Sync data with external tools
Reduced manual reentry
Uses integrations and API-based automation for two-way updates between sales and operations systems.
Best for: Fits when solar teams need one place for deal stages, proposal documents, and permitting handoff.
Solar Monkey
vertical specialistSolar design and sales software with proposals, production estimates, and customer workflows.
Proposal-to-project handoff with deliverable status tracking that keeps sales outputs aligned to installation execution tasks.
Solar Monkey supports solar lead-to-install management by connecting sales workflows to project execution tasks. Solar Monkey tracks proposals, system design deliverables, scheduling, and installation progress in one operating view per customer and site.
- +End-to-end job tracking from lead qualification through installation progress
- +Workflow automation around deal stages and internal handoff points
- +Document and deliverable status tracking for proposals and project packages
- +Role-based access helps separate sales views from field execution work
- –Automation depth depends on disciplined workflow configuration and maintenance
- –Limited visibility into utility interconnection steps and dependencies
- –No clear native hooks for electrical design outputs like single-line diagrams
- –Thin tooling for production estimate versioning across proposal revisions
Residential solar designers
Create obstruction-aware roof segment layouts
Faster proposal-ready roof designs
Commercial PV design teams
Model small-site production estimates
Consistent concept with production estimates
Show 2 more scenarios
Solar proposal teams
Generate customer bid packages
Less manual re-entry
Sales and proposal staff convert design outputs and production assumptions into consistent quotation documents.
Project coordinators
Track installation steps and readiness
Clear visibility into planned work
Coordinators organize timelines and monitor progress, blockers, and post-sale changes in one view.
Best for: Fits when teams need structured lead-to-install workflow tracking with internal handoffs and deliverable status visibility.
Sunvoy
vertical specialistSolar customer management software for communication, referrals, and project visibility.
API-first workflow state updates that let external systems drive project stage transitions.
Sunvoy centers solar project execution with stage-based workflows that connect early prospect work to downstream field status and customer-facing artifacts. Proposal and design outputs stay attached to the project record, which reduces rework when projects move between sales, engineering, and operations. Integration depth is reinforced by documented API endpoints and automation triggers that push and pull project state changes.
- +Project records keep sales, design outputs, and delivery status linked
- +API and automation triggers support bidirectional operational sync
- +Role-based access limits cross-team visibility by project area
- +Activity history supports operational traceability across edits
- –Stage configuration needs upfront mapping for each project type
- –More specialized solar artifacts require careful template setup
- –Complex reporting depends on consistent field completion habits
Solar ops teams
Track installations across multiple crews
Fewer handoff gaps
Solar sales operations teams
Standardize proposal-to-design handoff
Lower downstream rework
Show 2 more scenarios
Systems and integration teams
Sync CRM events into project stages
Reduced manual updates
Automation rules push lead and status changes through the project workflow via API.
Project managers
Audit project changes across teams
Better operational accountability
Role-based access and activity history show who changed project artifacts and when.
Best for: Fits when solar teams need workflow coordination across sales handoff and field execution.
Scoop Solar
vertical specialistSolar project management software for inspections, installations, documents, and field operations.
Workflow automation for standardized stage transitions that links sales progress to project execution status.
Scoop Solar is solar business management software that centers around managing lead-to-install workflows end to end. The system connects sales-stage activities to project tracking so teams can move from proposal work through scheduling and field execution.
- +Lead-to-install workflow visibility ties sales, scheduling, and execution together
- +Automation rules support consistent status transitions across project stages
- +Project tracking keeps field execution aligned with upstream proposal work
- +Configuration options fit common solar delivery steps without custom tooling
- –Finer-grained solar document workflows may require extra configuration discipline
- –Some integration needs depend on third-party connectors or manual handoffs
- –Advanced change tracking processes can require tighter internal operating rules
- –Reporting depth may lag teams that need custom analytics fields
Solar sales ops teams
Track proposals through scheduling stages
Fewer stalled deals
Project managers
Coordinate permitting, procurement, field execution
On-time project handoffs
Show 2 more scenarios
Operations and dispatch leaders
Standardize workflow across internal roles
Lower process variance
Automates task transitions so teams follow the same delivery steps from proposal to field.
Solar installers and field teams
Access work-ready project schedules
Faster field readiness
Maps common delivery steps to reduce administrative friction before field work begins.
Best for: Fits when solar teams need operational control across the whole project workflow with minimal custom development.
Pylon
vertical specialistSolar sales and customer management software for residential installation companies.
Milestone-linked change orders that update the active project plan and customer-facing status together.
Pylon manages solar lead-to-install workflows with proposal generation, project tracking, and customer communications in one operating system. The system ties design outputs like system configuration choices to downstream permitting and scheduling steps, reducing handoff drift across sales, design, and field teams.
- +Lead-to-install workflow connects proposals to project milestones
- +Change order handling keeps scope updates tied to active projects
- +Project-stage standardization reduces inconsistent handoffs across teams
- +Role-based access supports controlled visibility into project records
- –Permitting document packaging can require disciplined internal configuration
- –Integration depth beyond core workflow depends on external systems
- –Field execution details may need additional tooling for crew-level granularity
- –Advanced design automation takes time to align with existing design standards
Solar sales ops teams
Manage lead-to-proposal workflow
Fewer handoff errors
Engineering and design teams
Link system configs to downstream steps
Reduced design rework
Show 2 more scenarios
Project managers in solar
Track milestones and task status
On-time milestone reporting
Milestone status tracking centralizes execution visibility and keeps stakeholders aligned on project progress.
Service and change order coordinators
Run updates after scoping changes
Faster change processing
Change order workflows route updated requirements through project records and downstream steps.
Best for: Fits when teams want controlled, milestone-based project execution without spreadsheet handoffs.
Conclusion
After evaluating 10 solar business management software, Aurora Solar 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 Solar Business Management Software
Solar business management software is evaluated here through real workflow mechanics that move a lead toward installation and keep execution artifacts aligned with what gets sold. This guide covers Sunvoy, JobNimbus, OpenSolar, Scoop Solar, Pylon, Aurora Solar, PVcase, SalesRabbit, Solar Monkey, and Solargraf.
The coverage emphasizes integration depth and automation behavior, including whether a tool can push stage or status changes through an API and triggers. It also focuses on governance controls such as workflow configuration effort and the way templates affect repeatable delivery across residential solar and commercial solar projects.
Solar Business Management Software that connects sales stages to project execution
Solar business management software coordinates solar CRM-style deal steps with execution tasks, design outputs, and delivery artifacts such as proposals and permit packages. Systems like Sunvoy track project stage transitions from sales handoff through field execution, with API-first workflow state updates that let external systems drive those transitions.
Other platforms bind work across the handoff points using a single workflow object, such as OpenSolar keeping proposal updates and execution tracking inside one project workspace. The practical difference among tools is how they handle stage-driven coordination, how much workflow mapping is required for each project type, and how consistently they maintain linked artifacts as configuration changes progress.
Workflow, design, and integration criteria for solar operations
Solar business management software must preserve links between sales records, design outputs, project stages, and delivery tasks. A stage change that does not update related records can create mismatched proposals, delayed handoffs, or incomplete installation instructions.
The strongest distinctions involve API control, artifact continuity, design data, change handling, and permitting visibility. These criteria separate Sunvoy's externally driven workflow model from tools centered on job stages, design workspaces, or document handoffs.
API-driven workflow state updates
Sunvoy lets external systems drive project stage transitions through API-first updates and automation triggers. SalesRabbit also automates stage-based follow-ups, but its back-office integration depth depends more heavily on available connectors.
Task ownership tied to pipeline stages
JobNimbus assigns tasks and ownership as job stages change, while Scoop Solar connects sales progress, scheduling, and execution status through automation rules. This criterion measures whether managers can identify blocked work across concurrent projects.
Proposal and permit artifact continuity
OpenSolar keeps proposal changes and execution tracking in one project workspace. Solargraf binds proposal and permitting package outputs to the execution timeline, which reduces document version drift during handoffs.
Design configuration and bill of materials continuity
Aurora Solar regenerates proposal and project deliverables from one design configuration context. PVcase connects sizing inputs with equipment catalog records, bill of materials outputs, and proposal-ready documents.
Milestone-based scope change handling
Pylon links change orders to the active project plan and customer-facing status through milestones. OpenSolar provides a shared project workspace for proposal and execution changes, but its custom methodologies require mapping to configured stages.
Utility and permitting dependency visibility
Solar Monkey tracks deliverable status through installation tasks but provides limited visibility into utility interconnection dependencies. Solargraf handles permitting package documents inside project workspaces, while accounting handoff depth remains less extensive than full ERP workflows.
Choose the operating model before selecting solar workflow software
Selection depends on where operational control must reside. Sunvoy and SalesRabbit emphasize automation around state or stage movement, while Aurora Solar and PVcase center work on design configuration and deliverable generation.
Teams should also compare how each product handles exceptions, scope changes, documents, and external systems. A platform that matches the company’s operating model can reduce duplicate records without forcing every department into the same workflow structure.
Choose API-controlled coordination or manager-controlled job stages
Sunvoy suits teams that need external systems to initiate project state transitions through API calls and triggers. JobNimbus and Scoop Solar suit teams that prefer managers to coordinate work through configured stages, assignments, and status rules.
Choose design-led production or project-led handoff
Aurora Solar and PVcase place system configuration, design outputs, and proposal documents near the center of the operating model. OpenSolar and Pylon place greater emphasis on the shared project record, execution milestones, and controlled handoffs after the sale.
Map the document boundary before implementation
PVcase connects equipment catalogs and bill of materials outputs to proposal and permit documents. Solargraf keeps proposal and permitting package files tied to the execution timeline, while JobNimbus requires external tools for solar design documents and engineering deliverables.
Test exception handling with a real scope change
Pylon should be tested with a milestone-linked change order that alters the active project plan and customer status. Teams using OpenSolar should test how nonstandard project methods map to configured stages and task structures.
Set the integration boundary for back-office systems
Sunvoy provides the clearest option for bidirectional operational synchronization through API and automation triggers. SalesRabbit and Scoop Solar require closer review of connector coverage and manual handoffs for back-office integration.
Audience fit by solar operating model
Solar business management software produces the most value when several teams edit or depend on the same project state. The relevant product differs between a company coordinating field execution, a design-led sales operation, and a team managing many concurrent jobs.
Residential installers, commercial teams, and mixed operations also face different document and governance demands. Sunvoy supports cross-system coordination, PVcase supports repeatable design outputs, and JobNimbus supports job ownership across active work.
Solar installers coordinating sales handoff and field execution
Sunvoy links sales records, design outputs, delivery status, and external workflow updates. JobNimbus and Scoop Solar provide stage and task structures for teams managing many concurrent jobs.
Design-led residential and commercial solar teams
Aurora Solar keeps design configuration changes aligned with proposals and project deliverables. PVcase connects system sizing with equipment catalogs and bill of materials outputs for repeatable builds.
Teams managing milestone changes during active projects
Pylon keeps change orders tied to project milestones and customer-facing status. OpenSolar provides a shared workspace for updating proposals and execution records after handoff.
Sales organizations focused on repeatable pipeline execution
SalesRabbit creates stage-based follow-up tasks and activity tracking for sales teams. Solar Monkey adds deliverable status tracking between proposal completion and installation tasks.
Common implementation mistakes in solar workflow platforms
Many implementation failures come from treating a solar platform as a generic task list. Stage definitions, design deliverables, permitting files, and external system updates must represent the actual path from sale to installation.
Configuration choices also affect governance and maintenance. Sunvoy requires project-type mapping, PVcase requires administrative discipline for governance features, and Solar Monkey requires ongoing workflow maintenance for dependable automation.
Copying one stage model across every project type
Sunvoy requires upfront mapping for each project type, and OpenSolar requires custom methodologies to map to its stages. Separate residential, commercial, and storage workflows when their tasks or approvals differ.
Assuming a project record replaces design and engineering systems
JobNimbus requires external tools for solar design documents and engineering deliverables. Keep the design system authoritative for technical outputs and define the handoff record explicitly.
Testing only the standard sale instead of a changed project
Pylon should be tested with a milestone-linked change order that updates scope and customer status. OpenSolar should be tested with proposal revisions that alter execution tasks.
Ignoring connector and accounting boundaries
SalesRabbit depends on available connectors for back-office systems, while Solargraf can provide less depth for accounting handoffs than an ERP workflow. Document every required export, trigger, and manual transfer before rollout.
How We Selected and Ranked These Tools
We evaluated Sunvoy, JobNimbus, OpenSolar, Scoop Solar, Pylon, Aurora Solar, PVcase, SalesRabbit, Solar Monkey, and Solargraf against workflow features, integration behavior, configuration effort, and operational coverage. Features carried 40% of each overall score, while ease of use carried 30% and value carried 30%.
Sunvoy ranked first because its API-first state updates support bidirectional synchronization between external systems and project workflows. Its linked project records also connect sales, design outputs, and delivery status across the operating path.
Frequently Asked Questions About Solar Business Management Software
How do Sunvoy and JobNimbus differ in handling stage transitions from sales to installation?
Which platform ties proposal updates to the same project record to reduce handoff mismatches?
What breaks if a team relies on exports instead of a shared workspace for design-to-permit continuity?
How does Pylon manage change orders so they stay aligned with what teams are building?
When does Aurora Solar fit better than a project workflow tool like Scoop Solar?
What integration and API capabilities should be checked before selecting Sunvoy, Solargraf, or OpenSolar?
How do admin controls and auditability differ across Solar Monkey and Sunvoy?
Which tool is best suited for standardizing delivery steps without building custom process logic?
How does the data model approach affect document handling in Solargraf versus PVcase?
Tools reviewed
Primary sources checked during evaluation.
Referenced in the comparison table and product reviews above.
Funding and competing interests
This study was co-funded by several of the vendors assessed in it. No single vendor funded it. Funders could propose the market studied.
They had no role in selecting vendors, setting or weighting criteria, analysing data or drawing conclusions, and they received the same factual-accuracy check as every other vendor assessed.
Market definition, inclusion rules and criteria weights were fixed by an editor before research began and did not change afterwards. Editorial process →
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