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Review & Design

The command center for your document's final look

The Review page is where everything comes together. Preview every page of your document at full fidelity, fine-tune colors and typography, reorder slides, edit images in-place, control map views, and add custom pages -- all without leaving a single screen.

1. Review Page Overview

The central hub where everything comes together

When you navigate to the Review step, you see three main areas working together:

Review page showing the three-panel layout: design panel on left, document preview in center, thumbnail strip at bottom
The Review page layout: Design Panel (left) + Document Preview (center) + Thumbnail Strip (bottom)

Design Panel

Colors, fonts, cover options, and text sizing controls on the left sidebar.

Document Preview

Full-fidelity page preview in the center. Navigate with arrows or keyboard.

Thumbnail Strip

Draggable page thumbnails at the bottom. Reorder, show/hide, and add custom pages.

Navigation: Use the arrow keys or click the chevron buttons to move between pages. The page counter at the bottom shows your position (e.g., "Page 3 of 42").

Page counter: Displays the count of visible pages out of total pages. Hidden pages are excluded from the visible count but remain in the strip for toggling back on.

Header actions: The top bar shows "Swap Template" and "Download PDF" buttons. Free users see an "Upgrade to Download" prompt instead of the PDF button.

The preview automatically scales to fit your browser window using a ResizeObserver. Resize your browser and the document scales fluidly to fill available space.

2. Text Styling

Fine-tune font size and line height per section

Hover over any text content area in the document preview and a blue highlight appears with a "Text Size" button. Click it to open a compact popover with two controls:

Text style overlay showing font size and line height dropdowns positioned over a text section
The text style popover appears when you hover over editable text content and click 'Text Size'
Text SizingExecutive Summary
Font Size
13.5
Line Height
1.85

Font Size

11 presets available: 10, 11, 12, 13, 13.5, 14, 15, 16, 18, 20, 22 pt. Default is 13.5pt.

Line Height

10 presets: 1.2, 1.4, 1.5, 1.6, 1.7, 1.8, 1.9, 2.0, 2.2, 2.5. Default is 1.85.

Supported Sections

Executive SummaryInvestment HighlightsLocation HighlightsMarket OverviewProperty OverviewProperty HighlightsRent Roll Notes
Text styling is saved per-section per-document. You can set Executive Summary to 14pt and Market Overview to 12pt in the same document. Changes are reflected instantly in the preview and persist across sessions.

You can also adjust text sizing from the Design Panel on the left -- the "Text Sizing" accordion section lets you pick any section from a dropdown and set its font size and line height without having to navigate to that specific page first.

3. Image Editing

Zoom, pan, rotate, and reframe every photo in place

Hover over any image in the document preview to reveal the floating edit toolbar. It appears at the bottom of the image as a dark, frosted-glass bar with grouped controls.

Image edit toolbar showing zoom slider, fit/fill buttons, rotation, reset, replace, and done controls
The image edit toolbar: zoom, position, rotation, reset, replace, and done
Zoom -
100%
Zoom +
Center
Fit
Fill
Rotate
Reset
Done

Zoom

50% to 300% via slider or +/- buttons. Drag to pan when zoomed in beyond the frame.

Size Mode

Fit (contain) shows the full image with letterboxing. Fill (cover) fills the area, may crop edges.

Rotation

Cycle through 0, 90, 180, and 270 degrees. Clockwise and counter-clockwise buttons. Current angle shown as a badge.

Center / Reset / Replace

Auto-center the image, clear all transforms back to default, or swap the image file entirely.

Image transforms are saved optimistically -- you see the change instantly and it persists in the background. The transform state includes position offset, zoom level, rotation angle, and size mode.

4. Design Panel

Colors, typography, cover options, and text sizing in one sidebar

The Design Panel sits on the left side of the Review page as a 288px-wide accordion sidebar. Each section expands independently, with the Colors section open by default.

Design panel showing the accordion sections for Colors, Cover Page, Typography, and Text Sizing
The Design Panel with its four accordion sections

Colors

Primary & Secondary: Click the color dots to open a full color picker. Changing the primary color auto-derives a complementary secondary color.

Brokerage Presets: 16 CRE-inspired presets modeled after major brokerages. Each sets primary, secondary, and optionally text color in one click. Includes presets inspired by RE/MAX, Keller Williams, Coldwell Banker, CBRE, JLL, Cushman, and more.

Color Schemes: Additional palette options beyond brokerage brands, organized in a collapsible 4-column grid with diagonal gradient previews.

Typography

Font Packages: 9 curated title + body font pairings rendered with live Google Font previews:

Classic

Montserrat + Raleway

Modern

Poppins + DM Sans

Editorial

Playfair + Source Sans

Luxury

Cormorant + Lato

Heritage

Libre Baskerville + Open Sans

Bold Impact

Oswald + Roboto

Elegant

EB Garamond + Nunito Sans

Tech Forward

Space Grotesk + Inter

Timeless

Merriweather + Source Sans Pro

Customize Fonts: Expand the "Customize Fonts" toggle below the packages to pick any title and body font independently from the full list.

Cover Page Options

Toggle switches control what appears on the cover page:

  • Company Logo: Show or hide your brokerage logo
  • Contact Info: Broker name and phone number
  • Price / Cap Rate / NOI: Financial metrics on the cover (sale documents)
  • Available Space / $/SF: Shown for leasing documents instead of sale metrics
  • Highlight Text: Free-form text field, e.g. "Retail Investment" or "NNN Opportunity"

Text Sizing (Panel)

The fourth accordion section in the Design Panel provides text sizing without needing to hover. Select any content section from the dropdown, then adjust font size and line height. This is the same data as the hover overlay -- changes here update the overlay and vice versa.

All design changes auto-save with a 1.5-second debounce. You never need to click a save button. Rapid changes (like testing multiple colors) are batched into a single save request.

5. Slide Reordering

Drag-and-drop page thumbnails to rearrange your document

Thumbnail strip showing draggable page thumbnails with page numbers, labels, and drag handles
The thumbnail strip with drag-and-drop reordering, page numbers, and instructional hint

The bottom strip displays every page in your document as a miniature thumbnail rendered at 14% scale. Each thumbnail shows the real page content, a page number badge in the top-left corner, and a label below.

How to reorder: Click and hold any thumbnail, then drag it left or right to a new position. A translucent overlay follows your cursor during the drag. Release to drop. The new order saves immediately.

Visual feedback: The dragged thumbnail becomes semi-transparent at its original position, while a bordered ghost follows your cursor showing exactly where it will land. Other thumbnails shift smoothly to make room.

Scroll behavior: When you have many pages, chevron buttons appear at the left and right edges of the strip. Click to scroll 400px in that direction. The strip also auto-scrolls to keep the selected thumbnail visible.

Reordering updates the Table of Contents page numbers automatically. The preview and TOC reflect the new order instantly via optimistic local state, then persist to the server in the background.

6. Page Visibility

Show or hide individual pages from your document

Every thumbnail has an eye icon in the top-right corner. Click it to toggle a page's visibility. Hidden pages are visually muted in the strip and excluded from PDF export.

3
Visible
3
Hidden

Visible page: Normal thumbnail with a shadow. The eye icon appears on hover. The header counter reads, e.g., "18/22 pages" to show visible vs total.

Hidden page: The thumbnail becomes desaturated and half-transparent with a dashed border. A centered eye-off icon appears over the preview. The visibility toggle icon stays permanently visible so you can re-enable the page.

Use page visibility to conditionally include sections. For example, hide the Cash Flow Projection page for a simpler flyer, or hide the Tenant Profiles page when tenants are confidential. Hidden pages remain in your document and can be restored any time.

7. Custom Pages

Add your own pages with images, PDFs, or rich text content

Click the "Add Page" button at the end of the thumbnail strip to open the custom page creator. Four layout templates are available:

Add Custom Page modal showing the four layout options: Full Page Media, Title + Media, Title + Text, and Media & Text
The Add Custom Page modal with four layout templates to choose from

Full Page Media

Edge-to-edge photo, floorplan, or PDF page. No title bar, pure visual impact.

Title + Media

Branded header with your document's colors, plus an image, PDF, or site plan below.

Title + Text

Branded header with a rich text editor below. Add formatted paragraphs, bullet lists, and more.

Media & Text

Side-by-side layout: a photo or PDF on one side, rich text content on the other.

Editing: Custom pages show a pencil icon on their thumbnail on hover. Click it to reopen the editor modal with the page's existing content pre-filled.

Deleting: In edit mode, a trash icon appears in the modal header. Click it for a confirmation prompt, then confirm to remove the page.

Reordering: Custom pages are draggable just like any other page. Place them anywhere in your document sequence.

Custom pages inherit your document's brand colors and fonts for title bars. Upload floor plans, site plans, aerial photos, or PDF pages from other sources to create a truly comprehensive document.

8. Template Swap

Change your document's design without losing any content

Click "Swap Template" in the Review page header to open a modal displaying all available templates for your document type. Each template is shown as a live cover preview rendered with your actual document data and current accent color.

Swap Template modal showing a 3-column grid of template previews with the current template highlighted
The Swap Template modal shows live previews of every available template. Your current template is labeled.

Live previews: Each template card renders your real cover page data (property name, photo, address) with the template's layout, so you can see exactly how your document will look.

Current template: A "Current" badge appears on the template you're using now. The selected template gets a blue ring highlight.

Non-destructive: Swapping templates transfers all your content instantly. No data is lost. Your photos, text, financials, and custom pages all carry over. Try different looks freely -- you can always swap back.

5 templates available: Classic, Modern, Editorial, Luxury, and Heritage. Each has distinct layouts, typography, and visual character.

Template swap is the fastest way to explore different visual directions for your document. Try all 5 and see how your content looks in each before committing.

9. Fullscreen Preview

Expand your document to fill the entire screen

The fullscreen preview overlays a dark backdrop and displays the current page scaled to fill 90% of the viewport (capped at native 1:1 resolution). It provides a distraction-free view of each page.

Navigation: Large left/right arrow buttons sit at the viewport edges. You can also use keyboard arrows: previous, next, Esc close.

Page indicator: Below the page preview, a label shows the page name and position, e.g., "Executive Summary -- Page 3 of 42".

Dynamic scaling: The preview computes the optimal scale based on your viewport dimensions so the page fills available space without overflowing. Resize the browser and it recalculates instantly.

Use fullscreen preview for a final quality check before downloading the PDF. It shows the page at the closest-to-print fidelity your screen can display.

10. Map Controls

Fine-tune zoom level, map type, and label visibility on map pages

When you navigate to a Location Highlights or Demographics page, an "Edit Map" button appears floating over the map image. Click it to open an inline control popover.

Map control overlay showing zoom buttons with level indicator, map type toggle, and labels toggle
The map control popover with zoom, map type, and labels toggle
Edit Map
12
Neighborhood
Show Labels

Zoom Level

Range 8 to 17 with descriptive labels for each level:

8Region9Metro10City11District12Neighborhood13Streets14Close-up15Block16Building17Max

Map Type

Three options: Road (street map), Satellite (aerial imagery), and Terrain (topographic). The active type is highlighted in the button group.

Show Labels

Toggle to hide points of interest and transit labels while keeping road and city names visible. Available on both Location Highlights and Demographics pages. Useful for decluttering the map when surrounding businesses and transit stops are distracting.

Location and Demographics maps have independent settings. You can show the location map at zoom 14 (Close-up) in Satellite mode while keeping the demographics map at zoom 10 (City) in Road mode with labels hidden.

Keyboard Shortcuts

Previous page
Next page
Close fullscreen / modalEsc