# UpSlide Reviews **Vendor:** UpSlide **Category:** [Document Generation Software](https://www.g2.com/categories/document-generation) **Average Rating:** 4.6/5.0 **Total Reviews:** 63 ## About UpSlide UpSlide is a document production solution specifically designed for the financial services sector, enabling firms to create and manage high-stakes documents within the Microsoft 365 environment. With over 15 years of experience, UpSlide focuses on enhancing the accuracy, consistency, and control of document creation, ensuring that financial professionals can deliver polished and compliant materials efficiently. Targeted primarily at finance firms, UpSlide caters to a diverse audience that includes investment banks, asset managers, and consulting firms. The platform is particularly beneficial for teams involved in the production of pitchbooks, investment memorandums (IMs), and financial reports. By streamlining the document creation process, UpSlide allows users to focus on the content and strategy rather than the formatting and compliance aspects, which are critical in the financial industry. One of the standout features of UpSlide is its ability to bridge the gap between AI-generated drafts and client-ready documents. The solution integrates AI agents with Microsoft 365, enabling seamless orchestration and deterministic workflows. This ensures that all documents remain on-brand and are thoroughly verified from the initial draft to the final version. The platform's robust capabilities help finance teams maintain high standards of quality while reducing the time spent on document production. UpSlide is trusted by over 900 teams, including prominent firms such as KPMG, Deloitte, PwC, and Rothschild & Co. The platform boasts a remarkable 98% renewal rate, reflecting its effectiveness and reliability in the industry. Additionally, UpSlide has earned a reputation as a Leader on G2, underscoring its strong market presence. The in-house implementation team provides comprehensive support throughout the rollout process, ensuring a smooth transition for new users. With an impressive customer satisfaction score of 4.9 out of 5 and an average deployment time of under six weeks, UpSlide demonstrates its commitment to delivering value to its clients. In summary, UpSlide stands out in the document production landscape for financial services by offering a powerful combination of AI integration, workflow automation, and dedicated support. This enables finance professionals to produce high-quality documents that meet the rigorous demands of their industry while enhancing overall productivity and efficiency. ## UpSlide Pros & Cons **What users like:** - Users value the **ease of use** of UpSlide, enhancing productivity and simplifying document creation across their organization. (12 reviews) - Users value the **responsive customer support** from UpSlide, consistently providing quick and tailored solutions to their needs. (9 reviews) - Users value the **time-saving capabilities** of UpSlide, enhancing efficiency in document and presentation creation. (8 reviews) - Users value the **time-saving automation and seamless integration** of UpSlide, enhancing productivity in document creation. (7 reviews) - Users highlight the **time-saving benefits** of UpSlide, streamlining slide creation and improving reporting efficiency significantly. (7 reviews) - Users value the **reliability** of UpSlide, praising its seamless integration and consistent performance in enhancing productivity. (6 reviews) - Simple (6 reviews) - Content Management (5 reviews) - Users value the **easy integrations** with Microsoft Office, enhancing productivity and simplifying content management across applications. (5 reviews) - Integrations (5 reviews) **What users dislike:** - Users find the **complex features** of UpSlide can lead to confusion and hinder overall functionality, affecting usability. (3 reviews) - Admins note a **lack of features** , causing inefficiencies in content management and slower adaptation to user needs. (3 reviews) - Users experience **missing features** that hinder efficiency, such as slow content addition and limited customization options. (3 reviews) - Users report significant **performance issues** with UpSlide, including slow library updates and difficulties navigating content. (3 reviews) - Users experience **slow performance** when adding content and updating the library, impacting workflow efficiency. (3 reviews) - Content Management (2 reviews) - Conversion Issues (2 reviews) - Users find the **licensing costs too expensive** , making it challenging to provide accounts for every employee. (2 reviews) - Users often face a **learning curve** , needing to revisit training to fully grasp all features effectively. (2 reviews) - Users are burdened by **expensive licensing costs** that hinder account accessibility for all employees. (2 reviews) ## UpSlide Reviews ### 1. UpSlide Makes Corporate-Style Decks Fast with Smart Linking and Slide Libraries **Rating:** 5.0/5.0 stars **Reviewed by:** Mirca R. | Director Global Syndicate & Capital Markets, Mid-Market (51-1000 emp.) **Reviewed Date:** March 23, 2026 **What do you like best about UpSlide?** 1. The Office layout solutions. UpSlide makes it extremely easy to convert tables and charts into full corporate design with a single click, automatically applying the correct colours, fonts, and styles. This saves so much time when creating client or management presentations. 2. The linking solutions. This includes text links, which allow PowerPoint and Word documents to update automatically from an Excel source. In addition, our department updates thousands of league tables in PowerPoint every month. These are connected to the league-table Excel file in a very smart way, because UpSlide’s linking remains intact regardless of the file name or the file location. This makes sharing files seamless and ensures all links stay functional. 3. The PowerPoint library solutions. Here you can pick and choose single slides or standard decks available for all or for a predefined group of licence holders; private library sections for sensitive data are also possible. My clear favourite is the easy access to our tombstone database, which was set up with support from the UpSlide team. Everyone in the bank with an UpSlide licence can quickly browse, filter, and select tombstones across all products, countries, and sectors. **What do you dislike about UpSlide?** This is hard to answer, as there are no real pain points. However, I would appreciate it if links from Excel to another Excel file (not only from Excel to PowerPoint or Word) were also possible. This would be extremely helpful, as such links – when created without any UpSlide functionality – are still sensitive to file location and file name changes. **What problems is UpSlide solving and how is that benefiting you?** UpSlide has helped solve several long-standing issues in my professional life at the bank. In former times, when I worked in Marketing & Communications, we for example had a long-running internal project to build an automated tombstone database to showcase our investment banking deals in a consistent format with logos and key details. Because of the bank’s long history of mergers, our tombstone requirements were extremely complex across different products, which is why that internal project never really succeeded. For many years, we continued to create our tombstones manually in PowerPoint. Many years later, after I moved into the business side, I had the opportunity to work closely with the UpSlide team — and they finally made this tombstone database a reality. Multiple users from different teams and locations can now input tombstone data, and the UpSlide team managed to transform all that data into standardised tombstone formats that meet all our complex requirements. Now everyone with an UpSlide licence has access to the full tombstone library across all products, countries, and sectors. You can search by year, client name, product features, and more. No need to ask around for updated tombstones before client or management presentations — everything is already there, centralised and consistent. After decades of manual production, this was (and still is) a huge relief. ### 2. UpSlide Makes Excel-to-PPT Graph Updates as well as Tombstone creation fast and effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Moritz B. | Intern in DCM - FIG Origination, Enterprise (> 1000 emp.) **Reviewed Date:** March 13, 2026 **What do you like best about UpSlide?** We currently use UpSlide extensively to upload graphs from Excel to PowerPoint. Our entire market pitch is built with UpSlide‑linked graphs, which makes updating extremely easy and saves us a significant amount of time. In addition, I also used UpSlide at my former employer (a large German bank) to create Tombstones and to connect Excel graphs. For these use cases, it is one of the best tools I have worked with so far. **What do you dislike about UpSlide?** I’m not a big fan of the fact that the graphs are uploaded in image format, as it makes it difficult to resize them properly afterward. We often change the slide layout and need the graph to be larger or smaller, so having to reupload it every time is not very convenient. Other than that, I have no negative comments about the tool. **What problems is UpSlide solving and how is that benefiting you?** UpSlide generates precise Tombstones for our bank, which makes our daily work much easier and more convenient. We use these Tombstones to showcase our achievements, but until now the process required copying, pasting, and manually resizing them from a PPT presentation. With the new Tombstone library, we can insert the Tombstones directly into any pitch in the exact size and format we need. This not only saves time but also ensures that everyone uses a consistent layout. ### 3. Upslide feedback **Rating:** 4.5/5.0 stars **Reviewed by:** Cade S. | Transaction Advisory Services Manager, Enterprise (> 1000 emp.) **Reviewed Date:** March 16, 2026 **What do you like best about UpSlide?** Product is very easy to use and is explained very well by the customer service team. I appreciate that the team is always there to help with any questions / bring up new features. **What do you dislike about UpSlide?** The least helpful features of Upslide based on feedback from our team would be the formatting features, mainly due to a lack of using it. I think this is something we could use a refresh / update as we work to use more tools in Upslide. **What problems is UpSlide solving and how is that benefiting you?** UpSlide is helping us solve tombstone creation, which has been very manual in the past. It is benefitting us tremendously by housing all tombstones in a central location and helps us improve our process on gathering details needed to create tombstones. Shout out to the team for the ease of the process, even with staff changes occurring! ### 4. UpSlide Makes Excel-to-PowerPoint Updates Instant and Keeps Decks Consistent **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** April 26, 2026 **What do you like best about UpSlide?** UpSlide meaningfully improves how we work in PowerPoint and Excel. The Excel‑to‑PowerPoint linking is the biggest value add, it lets us update charts and tables instantly without reformatting, which saves real time on every deck. The built‑in formatting and branded templates also ensure consistency across teams with minimal effort. An unexpected benefit has been how much it’s reduced last‑minute presentation clean‑ups before client meetings. **What do you dislike about UpSlide?** Some Excel formatting actions applied via UpSlide can’t be undone using Excel’s native Undo function, which can interrupt workflow if changes need to be reversed. Improved Undo support or a preview step would significantly enhance usability. **What problems is UpSlide solving and how is that benefiting you?** UpSlide solves the inefficiency and risk that come with heavy PowerPoint and Excel usage in a fast‑paced environment. The tight Excel‑to‑PowerPoint integration removes manual updating and reformatting, which significantly reduces errors and saves time. The interface feels intuitive once set up, and the formatting tools and templates make it much easier to keep outputs consistent without slowing the workflow. Performance has been solid even with large, data‑heavy decks. From a cost perspective, the time saved across the team more than justifies the investment. Onboarding and support have also been strong, especially during setup and template customisation. While not positioned as an AI tool, the automation and rules‑based intelligence embedded in the product already deliver many of the efficiency gains users typically look for. ### 5. Essential for Reducing Errors with Linked Slides **Rating:** 4.5/5.0 stars **Reviewed by:** Nicola C. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2026 **What do you like best about UpSlide?** I really appreciate UpSlide because it allows me to use the linked slides feature, which isn't available in PowerPoint otherwise. This feature is particularly valuable as it reduces the risk of errors because I only need to edit the slide once, not across all my decks. I also found the UpSlide team to be very responsive and helpful during the setup process, even though it involved a lot of back and forth. **What do you dislike about UpSlide?** All PowerPoints using the linked slides feature must live in the UpSlide library. The initial setup was difficult with a lot of back and forth, but the UpSlide team was very responsive and helpful throughout the process. **What problems is UpSlide solving and how is that benefiting you?** UpSlide reduces the risk of error by allowing me to edit a slide once without updating multiple decks. ### 6. Powerful PowerPoint Shortcuts That Make Resizing and Swapping Shapes Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Venture Capital & Private Equity | Enterprise (> 1000 emp.) **Reviewed Date:** April 16, 2026 **What do you like best about UpSlide?** I like the poweropint shortcuts the best, especially the ability to copy width and height with two simple shortcuts and the ability to swap shapes really easily **What do you dislike about UpSlide?** I don't use the excel functionality as much and i have had issues with excel outputting in the past (i.e., it doesn't output correctly or when i hit refresh outputs it will crash my excel) **What problems is UpSlide solving and how is that benefiting you?** It's allowing me to work more quickly in powerpoint especially with effective shortcuts and allowing me to format slides quickly and efficiently. It saves me a lot of time when I use it and allows me to create better presentation materials. I don't use it in excel as much, but some of the auto formatting functionality can be pretty good too. ### 7. Great Library and Formatting Tools. Fantastic Training & Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Venture Capital & Private Equity | Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2026 **What do you like best about UpSlide?** 1. The library functionality saves us a lot of time in accessing latest slides, as well as eradicating the version control issues we were previously struggling with. 2.Slide checker tool is excellent to catch formatting inconsistencies, and the UpSlide formatting tools (alignment, swap shapes, format painter etc) make slide creation much quicker. 3. The links to excel/word have made our reporting production far more efficient (and accurate). 4. Training and general Q&A/support has been excellent from day one. **What do you dislike about UpSlide?** From an admin's perspective: 1. Adding new content to the library can be slow with long loading/buffering time. 2. Would love to be able to add a deck to the library and individual slides from that deck then be inserted by the team in isolation from that deck - that's currently not possible, so as admin I have to load decks twice - once as individual slides, and again as a full deck, to allow the team full flex on deck creation. 3. Slide converter tool is ok, but usually requires a fair amount of manual intervention to convert old (not UpSlide created) slides into the UpSlide format. **What problems is UpSlide solving and how is that benefiting you?** Version control, speed of content creation, efficiency of reporting production with direct links to excel source data. ### 8. Effortless Brand Consistency and Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** February 20, 2026 **What do you like best about UpSlide?** The fact that UpSlide is really easy to use and it integrates directly with PowerPoint, so we don't have to learn new software. The library feature is a game changer for us, having everything in one place and easily updatable is huge for our company. It saves a lot of time since everything is easily searchable. We have also found it easy to implement in Word and Excel, using the same library is super convenient. The setup process was simple thanks to the fantastic support from the UpSlide team, who have been great in getting templates set up and offering well-attended training sessions. **What do you dislike about UpSlide?** We have only had one struggle which was mass-uploading images to the library. But Natasha has been extremely helpful and given us a lot of support throughout the onboarding process, so it's not slowed us down or made an impact. **What problems is UpSlide solving and how is that benefiting you?** UpSlide saves time and costs, ensures better brand consistency, and provides a searchable library in one place, which is easy to update. Its integration with PowerPoint, Word, and Excel further simplifies our workflow. ### 9. Linked Slides Save Hours Each Week—Easy to Implement with Great Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Investment Management | Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2026 **What do you like best about UpSlide?** The linked slides feature which allows multiple decks to update from a single slide is excellent. This feature along would save hours each week. It has been easy to implement and integrate with plenty of support from the Upslide team. **What do you dislike about UpSlide?** We are yet to come across any major issues, so far we have liked what we have seen. **What problems is UpSlide solving and how is that benefiting you?** Allowing multiple decks to update from a single slide using the linked slides feature is a game changer. It saves time and reduces risk of errors. ### 10. A very easy to use, intuitive and high quality productivity tool for business **Rating:** 5.0/5.0 stars **Reviewed by:** Tom W. | Associate Director - Designer, Enterprise (> 1000 emp.) **Reviewed Date:** November 18, 2025 **What do you like best about UpSlide?** UpSlide’s client and user support is superb. The client team is always friendly and professional, and are highly responsive, offering clear, practical advice and guidance. For our management team, this has made reporting and decision making easier. For our users, this has meant quick resolution of any issues—whether through detailed written instructions or live walkthroughs over calls. Functionality: UpSlide’s intuitive user interface makes it easy to use, especially for new users who can get up to speed quickly. Other key features that stand out include: • Template & Slide Layouts: having these embedded in the UpSlide ribbon makes it easy to keep our whole team on-brand and visually consistent. • UpSlide Library: having pre-prepared content in one location saves users from across our whole team significant time, and also helps us to present ourselves consistently to clients. • Slide Library Linking: Simplifies the process of making updates to frequently used slides, ensuring consistency and saving time. • Automated Table of Contents: Removes the need for manual renumbering and removes the chance of mistakes, streamlining document preparation. • Formatting Tools: Makes formatting accessible even to those who are less familiar with PowerPoint, reducing reliance on our Graphic Design support. • Continuous Improvement: The introduction of new features—like the Dynamic library module—shows UpSlide’s commitment to evolving the product. This particular update looks to significantly improve what is currently a manual and time-consuming task. • Monthly Reporting: Helps us identify adoption gaps and target specific teams, ensuring they understand and benefit from UpSlide’s capabilities. **What do you dislike about UpSlide?** UpSlide is a very powerful tool, but there are a few areas where improvements would enhance the user experience: • Library Performance: Updating items in the UpSlide Library via PowerPoint can be slow. After making an update, there is often a delay before you can continue working in the library, which can interrupt workflow efficiency. • Limited Customisation of Automated Features: The automation around the Table of Contents and divider slides is helpful, but it restricts design flexibility. Greater control over layout and styling would provide useful freedom for different designs. • Dynamic Library Module Navigation: Currently, all images in the Dynamic Library module are stored in a single large folder, making it difficult to navigate. The ability to organise content into subfolders would significantly improve usability on our side and speed up content selection. • Update Master Layouts in the UpSlide Library: Currently, the Library allows linked slides to be updated individually. However, it would be useful to have a tool that can automatically update all older master layouts in the library to a new master template. • Excel to PPT Link Limitations o Charts not editable: Because the charts are imported as images, it becomes difficult to quickly edit and format them in PPT. It would be helpful if charts exported to PowerPoint were fully editable. o Editable tables: When tables are exported from Excel to PowerPoint as editable objects, they do not retain their original formatting. After updates, the formatting reverts to PowerPoint’s default style. It would be helpful if the “export as editable table” feature preserved the formatting from both Excel and PowerPoint. **What problems is UpSlide solving and how is that benefiting you?** UpSlide is helping solve several key workflow inefficiencies, delivering tangible benefits across our team: • Version control and duplication reduction: The UpSlide Library ensures everyone is working from the latest approved slides, eliminating confusion and duplicated effort. This reduces the need to respond to repetitive queries and avoids redoing work that has already been completed. • Empowering users with formatting tools: UpSlide’s formatting features allow team members to feel more confident handling document styling, a task that would previously require input from a Graphic Designer. This not only speeds up delivery but also frees up Designers to focus on more creative, high-value work. • Streamlining workflows and saving time: Features like Excel and Library linking enable efficient updates to slides, removing manual steps and reducing the risk of errors. This helps avoid time wasted on inefficient processes and ensures consistency across deliverables. ### 11. Time-Saving and Centralized Slide Management **Rating:** 5.0/5.0 stars **Reviewed by:** Eleanor D. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2025 **What do you like best about UpSlide?** Its saves time with formatting. It also gives us one place to hold key team slides in the library **What do you dislike about UpSlide?** Having to revisit training - not always possible to take onboard all of the information in one go! **What problems is UpSlide solving and how is that benefiting you?** Problem - Inconsistent slides: Upslides keeps our slide layout and branding more consistent Problem - Outdated slides: Upslides ensures that the team is picking up the latest version of firmside slides Problem - Dispersed slides across the firm: We now have one place where "best of" slides can live ### 12. Robust tool that increases productivity and consistency, backed by knowledgeable support team **Rating:** 5.0/5.0 stars **Reviewed by:** Carisa B. | Bids/Proposal Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2025 **What do you like best about UpSlide?** We've been using UpSlide for some time now, and it's become an essential part of our workflow. The tool is incredibly robust yet intuitive, making it easy for both new and experienced users to create high-quality, on-brand presentations and documents efficiently. What really sets UpSlide apart is not just the software itself, but the people behind it. The account management and support teams are fantastic. They are knowledgeable, responsive, and always a pleasure to work with. Another standout quality is UpSlide’s commitment to continuous improvement. They're always rolling out new features and enhancements that add real value and functionality, clearly listening to user feedback and staying ahead of evolving needs. Overall, UpSlide delivers a great product backed by a great team. Highly recommended for any organization looking to improve productivity and consistency in proposals and other branded materials. **What do you dislike about UpSlide?** Like with any tool, increasing internal adoption can be a challenge, especially in busy teams with ingrained habits. But the UpSlide team has been instrumental here too, offering training sessions, best practices, and tailored support to help drive engagement and demonstrate the tool’s value. **What problems is UpSlide solving and how is that benefiting you?** UpSlide is helping us tackle a key challenge faced by many global firms - maintaining consistency in content, messaging, and branding across regions and teams. By streamlining how we create and update materials, UpSlide ensures that our documents and presentations are aligned with our brand standards, saving time, reducing errors, and reinforcing a unified voice across the organization. **Official Response from Josh Reidt:** > Dear Carisa, Thank you for your review! We’re thrilled to hear that UpSlide has become essential to your team’s workflow. Our account management and support teams will be extremely happy with your feedback - I’ll make sure to share it with them! If you have any other feedback, feel free to share it directly in UpSlide under Help > Submit Feedback. Best, Josh from the Marketing team ### 13. Positive Feedback on UpSlide tool **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew D. E. | Senior Associate, Deal Advisory, Enterprise (> 1000 emp.) **Reviewed Date:** July 16, 2025 **What do you like best about UpSlide?** What I like best about UpSlide is its ease of use and integration with Microsoft Office, which allows me to work efficiently. Implementing it was a breeze, and the transition didn't require extensive IT support, so I could start benefiting from its features right away. The customer support team is incredibly responsive, always ready to assist and ensure I maximize the tool's capabilities. I find myself using UpSlide frequently, especially for its smart linking and automated formatting, which significantly streamlines my document and presentation workflows. Overall, UpSlide integrates effortlessly into my daily tasks, making it an essential part of my toolkit. **What do you dislike about UpSlide?** While UpSlide is a powerful tool, there are a few aspects that I find less appealing. One of the main drawbacks is the time it can take to refresh links between Excel and other documents, which can slow down my workflow considerably. Refreshing links also requires closing all other Excel windows, which is counterproductive. Additionally, there are some nuanced quirks in the software that aren’t immediately intuitive and require a bit of trial and error to work around effectively. These can be frustrating initially and demand some hands-on experience to navigate efficiently. Overall, while UpSlide has great capabilities, these aspects can be challenging and impact overall usability. **What problems is UpSlide solving and how is that benefiting you?** See the prior section regarding things I dislike about the product. **Official Response from Josh Reidt:** > Dear Andrew, Thank you for your review! We’re glad to hear that UpSlide has integrated into your daily workflow and that your interaction with our customer support team has always been positive - I’ll let them know! We appreciate your feedback as well, and though it is currently the best practice to have one Excel file open, you can have all of your files open when utilizing the Excel to PowerPoint Link. The reason that we have this best practice is to ensure that your data points update as quickly as possible. We take any issues with our software seriously. If you ever encounter anything you didn’t expect, don’t hesitate to reach out to your client success manager or submit a ticket in UpSlide (Help>Contact Support) so that we can deploy a solution as quickly as possible. In the meantime, our product team would be glad to investigate how we can improve your workflows. Just contact our Support team to schedule a call. If you have any other feedback, feel free to share it directly in UpSlide under Help > Submit Feedback. Best, Josh from the Marketing team ### 14. Incredibly helpful **Rating:** 4.5/5.0 stars **Reviewed by:** Ahmed E. | Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** June 19, 2025 **What do you like best about UpSlide?** Really easy to keep slides aesthetically pleasing and to the brand's style and makes a lot of things easier and more efficient. It makes finding certain slides and icons easier through the library. **What do you dislike about UpSlide?** A lot of the features I do not know about or are not my "go-to", as I have been using normal PowerPoint for a lot longer and know it better. Education sessions and the material on the website are good for solving this. It would be better if when I'm using normal ppt features or buttons like aligning stuff using what's in ppt shape format rather than the Upslide tab for a popup or something to tell you: "you could've done this quicker through X." I think the website could be more comprehensive on issues you could have or not know about, sort of like the Q&A Microsoft Support website you can find for general ppt. Ideally, there should be enough online that if I ask Chatgpt "how do I do this on Upslide?", it would know the answer. **What problems is UpSlide solving and how is that benefiting you?** Making pitches or reports for our clients. It helps us do them faster, more aesthetically pleasing, and more aligned with company branding. ### 15. Great tool to improve work efficiency and present professional deliverables **Rating:** 5.0/5.0 stars **Reviewed by:** Leandro M. | Transaction Services Director, Enterprise (> 1000 emp.) **Reviewed Date:** July 17, 2025 **What do you like best about UpSlide?** - Seamless Excel-PowerPoint integration: UpSlide maintains dynamic links between documents, even when source files are renamed or relocated. This saves time and improves reporting efficiency. - User-friendly and efficient tools: UpSlide’s intuitive design encourages frequent use and smooth workflows, making it easy to adopt and consistently effective. - Exceptional customer support: The UpSlide team sets a high bar with their deep commitment to client success, fast response times, and top-notch service quality. **What do you dislike about UpSlide?** I can't think of anything that I dislike. UpSlide has a number of tools for many purposes. Some of them, I don't use, but that does not mean they are not good tools, just that they are not what I need **What problems is UpSlide solving and how is that benefiting you?** Primary tool to create deliverables (Reports) following my Company's brand, and also a helpful tool to create supporting Excel analyses. **Official Response from Josh Reidt:** > Dear Leandro, Thank you for your review! We’re happy to hear that our user-friendly functionality has allowed you to save time and create your deliverables more efficiently. I’ve also passed along your kind message to our client success team. If you have any other feedback, feel free to share it directly in UpSlide under Help > Submit Feedback. Best, Josh from the Marketing team ### 16. Branding consistency and less time spent on formatting pitch books **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** March 26, 2026 **What do you like best about UpSlide?** Consistent branding, with less time spent on formatting. Also, the project team were fantastic with getting us setup! **What do you dislike about UpSlide?** Not much! It does limit some flexibility, but that is the purpose of enhancing consistency. **What problems is UpSlide solving and how is that benefiting you?** Time spent on pitch books and inconsistency in use of company branding. ### 17. Effictive and timesaving solution for on brand marketing material **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Enterprise (> 1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about UpSlide?** UpSlide offers us an effective solution for distributing templates and a shared library across our office, directly within PowerPoint and Excel. This means that anyone in our company can easily create their own presentations, bids, and figures while staying on brand. As a result, the marketing team saves a significant amount of time. Customer support responds quickly and provides tailored solutions. The layout and colour tools make working in PowerPoint so much easier. **What do you dislike about UpSlide?** The licensing costs are too expensive to provide every employee with a user account. Additionally, managing administrative tasks in the library takes up a lot of time. **What problems is UpSlide solving and how is that benefiting you?** It offers convenient access to branded templates directly within Microsoft software, along with a library of brand elements. ### 18. Streamlining presentation management with notable strengths and some limitations **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Mid-Market (51-1000 emp.) **Reviewed Date:** August 07, 2025 **What do you like best about UpSlide?** • Seamless integration with Microsoft Office, especially PowerPoint, makes slide content management intuitive and efficient. • Centralized access to content via the library to maintain templates, existing content, iconography, etc. across various applications • Automation features such as table of contents, smart formatting, and linking data to presentations via Excel or PowerBI • Support team responsiveness and availability to always address our organization's needs/questions **What do you dislike about UpSlide?** • UpSlide is less optimal for organizations with highly customized presentations and collateral, making it better suited for standardized or recurring materials. • Users would like to see new features and enhancements implemented more quickly in response to feedback to boost adaptability and long-term value. **What problems is UpSlide solving and how is that benefiting you?** UpSlide provides a solution to increase the efficiency of maintaining regularly updated collateral while also providing useful tools in creating new pieces of collateral. The tool is also in helping align our collateral with the proper branding guidelines. **Official Response from Josh Reidt:** > Dear User, Thank you for your review! We’re delighted to hear that UpSlide has helped to streamline your presentation creation process. Also, thank you for your kind feedback on our support team - I’ll let them know. We also really appreciate your feedback. We aim to ensure that our functionality maintains brand consistency throughout organizations. However, we also have general formatting functionality that is useful for more customized presentations. Linked below is a tutorial video that walks through how to use our PowerPoint formatting features. For new features and enhancements, we release product updates every other week - make sure to have auto-update on to ensure you’re using the latest version! If you have any feedback you would like implemented, feel free to share it with us directly in UpSlide under Help > Submit Feedback. Best, Josh from the Marketing team ### 19. Efficient Organization **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2025 **What do you like best about UpSlide?** UpSlide is very useful for organizing our materials into one easily accessible place. We no longer have to open multiple power points to copy and paste slides while simultaneously keeping up version control. This way we can control the most recent version of our materials and have our team members easily create decks with the most updated information. **What do you dislike about UpSlide?** It would be very helpful to be able to upload more than one slide to the library at a time. It's very tedious and time-consuming replacing slides in the library one by one. We are aware that you can save slides as a deck, but for the purposes of our materials, this is not a good way of saving things, and we need to do it individually. Not being able to select more than one slide to replace in the library adds a lot of time onto the process. **What problems is UpSlide solving and how is that benefiting you?** Previously, the most up-to-date version of materials got lost in our file systems, and our sales team were distributing older versions. UpSlide is helping us with organization and version control. **Official Response from Josh Reidt:** > Dear User, Thank you for your review! We’re happy to hear that the Content Library has allowed you all to be more organized and brand-compliant. And good news - you can upload multiple individual slides to the Library with our Advanced Publish functionality. I’ve linked our user guide to walk you through how to do just that. If you have any questions or need help, don’t hesitate to contact our support team (Help>Contact Support) or your client success manager! If you have any other feedback, feel free to share it with us directly in UpSlide under Help > Submit Feedback. Best, Josh from the Marketing team ### 20. Using Upslide in our workstream to maximise the level of productivity and efficiency. **Rating:** 5.0/5.0 stars **Reviewed by:** Xander W. | M&A Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2025 **What do you like best about UpSlide?** The most helpful thing is the user-friendly setup, frequency of usage, number of features, ease of integration and excellent customer support. **What do you dislike about UpSlide?** As Upslide is a premium tool it can be quite expensive for SME companies. However, after using it for over half a year now in our workstream, I can definetely say regarding our team that we 100% save the costs made. **What problems is UpSlide solving and how is that benefiting you?** All our repetitive tasks are taken care of in an user-friendly way. It increases the amount of fun working on project by focusing more on the content rather than the formatting. **Official Response from Josh Reidt:** > Dear Xander, Thank you for your review! We’re really happy to hear that you’re having such a good experience using UpSlide - we’ll aim to release new functionality that further elevates your level of productivity! If you have any other feedback, feel free to share it directly in UpSlide under Help > Submit Feedback. Best, Josh from the Marketing team ### 21. Great helper for everything MS office **Rating:** 5.0/5.0 stars **Reviewed by:** Lačezar M. | Junior Content Creator, Mid-Market (51-1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about UpSlide?** Upslide has been a real time-saver for creating consistent, branded documents and presentations. It integrates seamlessly with Office, reducing repetitive tasks and allowing me to focus on the content rather than formatting. A great tool for improving productivity and ensuring quality. **What do you dislike about UpSlide?** Nothing, it's great overall and don't have any negative remarks. **What problems is UpSlide solving and how is that benefiting you?** UpSlide saves me time by automating formatting and ensuring brand consistency in presentations and documents, which lets me focus more on the content itself. ### 22. Keeps Reports Consistent and Makes Excel Updates Easily Transfer to Word Docs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** March 16, 2026 **What do you like best about UpSlide?** I like that it helps maintain consistency throughout our report. When any cell values change in Excel, it is very easy to re-UpSlide all of the amended values throughout the report. This ensures consistency and saves us time. **What do you dislike about UpSlide?** I wish changes from Excel to Word would UpSlide faster. **What problems is UpSlide solving and how is that benefiting you?** -Data consistency -Saves time -Less reviewing required ### 23. Exceptional Tool with superb training and service from the team **Rating:** 5.0/5.0 stars **Reviewed by:** Rick B. | Hed of Technology, Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about UpSlide?** The features are have helped enhanced our powerpoint decks. It superpowers Microsof Office, and is used for all our client facing presentations. The Team Elle Harris and Dan do a superb job servicing us. **What do you dislike about UpSlide?** im forced to pay for so many licences, as the staff love it :-) The upgrade process for Citrix is alittle time consuming **What problems is UpSlide solving and how is that benefiting you?** providing a golden source of all our approved presentations and slides. so we can remain compliant and efficent ### 24. UpSlide from an associate within Deal Advisory **Rating:** 4.5/5.0 stars **Reviewed by:** Reilly M. | Deal Advisory Associate - Financial Due Diligence, Enterprise (> 1000 emp.) **Reviewed Date:** June 25, 2025 **What do you like best about UpSlide?** The features that I like most about UpSlide are the Explorer function within Excel to easily navigate tabs, the general formatting tools within Excel to easily align our schedules with firm formatting standards, and the Clean tool within Excel to remove redundant names. **What do you dislike about UpSlide?** When refreshing linked charts and schedules in PPT from Excel, it is frustrating that best practice is to only have one Excel file open while doing this. Typically, we have many Excel files open at once. This is my only main critique of the UpSlide features. **What problems is UpSlide solving and how is that benefiting you?** UpSlide is solving the ease of formatting regarding presentations in PPT and schedules/charts in Excel. **Official Response from Josh Reidt:** > Dear Reilly, Thank you for your review! We’re delighted to hear that you’re a fan of our Excel functionality - we are too. Thank you for your feedback on the Excel to PowerPoint Link! We are constantly looking to improve our functionality, so your feedback is valuable. Though it is currently the best practice to have one Excel file open, you can have all of your files open when utilizing the Excel to PowerPoint Link. This suggestion is to ensure that your data points update as quickly as possible. If you ever encounter any issues, don’t hesitate to reach out to your client success manager or submit a ticket in UpSlide (Help>Contact Support) so that we can deploy a solution as quickly as possible. Best, Josh from the Marketing team ### 25. Essential Productivity Tool to Step-up Organisational Processes and Presentations **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 18, 2025 **What do you like best about UpSlide?** Have leveraged UpSlide across two organisations, and over 8 years in total - provides a significant step up productivity, consistency across our presentations, and traceability/ease of review. Not sure how we could live without it now! What is standout to me is the level of customer service and care - the UpSlide team is always available to assist in enhancements and new ways to further drive productivity gains. **What do you dislike about UpSlide?** UpSlide is a great complement to other productivity software - we leverage ThinkCell alongside UpSlide for our presentations. There is an opportunity for UpSlide to incorporate some of the charting capabilities available in ThinkCell. **What problems is UpSlide solving and how is that benefiting you?** Inefficient and inconsistent presentation building; aiding in end-to-end automation of data from systems, to excel, to .pptx; traceability aiding in faster review processes. **Official Response from Josh Reidt:** > Dear User, Thank you for your review! We’re glad to hear that you’re still getting so much use out of UpSlide after eight years - here’s to another eight! Thank you for your suggestion regarding enhanced charting capabilities - it is appreciated. I’ll make sure to share this with our product team. As you have new ideas, feel free to share them directly in UpSlide under Help > Submit Feedback. Our product team heavily relies on user input to shape the roadmap. Best, Josh from the Marketing team ### 26. Brand consistency at scale **Rating:** 4.5/5.0 stars **Reviewed by:** Phil T. | Associate Director, Enterprise (> 1000 emp.) **Reviewed Date:** August 28, 2025 **What do you like best about UpSlide?** Very focussed on user experience Great for brand consistency Solves lots of small and repetitive issues for users Fantastic customer support / rollout Relatively simple product to understand and implement **What do you dislike about UpSlide?** Limited capacity to add additional company level features **What problems is UpSlide solving and how is that benefiting you?** Brand consistency at both the global and local level Automation of numerous tedious tasks for users ### 27. Great Productivity Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about UpSlide?** Very easy to use and the tool is robust. The customer support team are always on hand and knowledgeable about the product. Anytime I use PowerPoint I use the tool and it makes quarterly reporting simple. **What do you dislike about UpSlide?** Nothing I really dislike, the tool takes a short amount of time to get used to. **What problems is UpSlide solving and how is that benefiting you?** Quarterly reporting is made very easy with the ability to link excel spreadsheets. Additionally, the proofing and formatting tools ensure slides are always looking great. ### 28. Great time saving tool **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan O. | Analyst, Group Data & Insights, Mid-Market (51-1000 emp.) **Reviewed Date:** July 01, 2025 **What do you like best about UpSlide?** There are many great features provided by UpSlide which helps to save time daily and all of these are very easy to understand and implement into day to day work. The feature which I utilise most is the smart painter which regularly saves time and makes a tedious task straight forward to complete. The training and support provided by Elle at UpSlide is exceptional which enables our users to quickly understand how UpSlide works and how they can benefit from the tools available. **What do you dislike about UpSlide?** Nothing stands out as an area of dislike **What problems is UpSlide solving and how is that benefiting you?** UpSlide helps our users to focus on more value add tasks by saving time through the various features **Official Response from Josh Reidt:** > Dear Ryan, Thank you for your review! I’m glad to hear that you are a fan of Smart Painter (it is one of my favorite features too!) We’re thrilled to hear about your training session with Elle - I’ve passed along your kind message to her. If you have any other feedback, feel free to share it directly in UpSlide under Help > Submit Feedback. Best, Josh from the Marketing team ### 29. Boosting efficiency of updates across all types of marketing collateral **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Investment Management | Mid-Market (51-1000 emp.) **Reviewed Date:** July 24, 2025 **What do you like best about UpSlide?** The ability to streamline updating collateral to minutes vs what used to take hours. The linking feature is what I find the most useful but the fact that UpSlide is always working on new features is the big plus of working with them. UpSlide is always receptive to feedback and in turn puts out features that are primarily driven by client feedback. **What do you dislike about UpSlide?** I would like to see more innovation focused on Word as I believe the Powerpoint and Excel functionalities are fantastic and always expanding. **What problems is UpSlide solving and how is that benefiting you?** UpSlide is solving the problem of updating marketing collateral with the latest data. The ability to quick update data with the press of a button as opposed to one by one typing in updates to either excel or ppt has been a game changer and time saver. **Official Response from Josh Reidt:** > Dear User, Thank you for your review! We’re happy to hear that you’re a fan of our linking functionality and the new features we’re implementing - we really appreciate it. Thank you for your suggestions as well. Feel free to share any new ideas directly via the add-in under Help > Submit Feedback. Our product team heavily relies on user input to shape the roadmap. Best, Josh from the Marketing team ### 30. Useful tool to keep consistensy in the Marketing Materials **Rating:** 4.0/5.0 stars **Reviewed by:** Yuiko K. | Operations & HR Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 06, 2025 **What do you like best about UpSlide?** Since we are spread in different regions and different languages, this tool is useful to have to share on the branding and marketing front. **What do you dislike about UpSlide?** The sync function can be improved it does take time to sync at first when you open the tool. **What problems is UpSlide solving and how is that benefiting you?** UpSlide has many tools that is available within the Microsoft applications. The templates and precision tools are widely used in the firm. **Official Response from Josh Reidt:** > Dear Yuiko, Thank you for your review! We’re glad to hear that your firm has been able to use UpSlide to keep your brand consistent across regions. As for the speed of syncing your content, don’t hesitate to reach out to your client success manager or submit a ticket in UpSlide (Help>Contact Support) so that we can deploy a solution as quickly as possible. We understand that finding your content as quickly as possible is important, so we would love to see how we can improve on this front. Best, Josh from the Marketing team ### 31. Very helpful to quickly enhance the quality and consistency of reporting **Rating:** 4.5/5.0 stars **Reviewed by:** Tristan v. | Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2025 **What do you like best about UpSlide?** User-friendly and saves a lot of time with the integrated automation, which makes that we use it a lot. In the implementation phase we were supported by Upslide in a very smooth and good way and this led to a smooth implementation of Upslide. **What do you dislike about UpSlide?** No specific dislikes, it only takes some time to know how to use Upslide in full potential. **What problems is UpSlide solving and how is that benefiting you?** It helps to create consistent reports and improves the quality of our work. **Official Response from Josh Reidt:** > Dear Tristan, Thank you for your review! We’re really glad to hear you’ve had such a great experience using UpSlide. If you ever need a refresher on any of our functionality, head over to our Help Center (linked below!) for in-depth tutorials on each of our features. For any other feedback, feel free to share it directly in UpSlide under Help > Submit Feedback. Best, Josh from the Marketing team ### 32. Upslide removes menial tasks and creates crisp presentations **Rating:** 4.5/5.0 stars **Reviewed by:** Seth L. | M&A Tax Senior Associate, Enterprise (> 1000 emp.) **Reviewed Date:** July 14, 2025 **What do you like best about UpSlide?** I most like the automated TOC, which makes it easy to add new slides and keep the TOC updated. **What do you dislike about UpSlide?** While I do like the import from excel feature, the charts often don't look exactly the same as in excel. **What problems is UpSlide solving and how is that benefiting you?** Upslide helps me create cleaner presentations faster, while also reducing the amount of time to make updates later. **Official Response from Josh Reidt:** > Dear Seth, Thank you for your review! We’re happy to hear that features like the Automated Table of Contents have made it easier to create cleaner presentations faster. We’re also glad to hear you like the Excel to PowerPoint Link. That said, you're right: charts sometimes don’t look the same once imported, and this is a limitation of the Microsoft “Enhanced Metafile” format we use. You can read more information about this in the documentation linked below. However, we have implemented a way to export charts using the SVG format to work around this limitation. This format ensures perfect rendering, but the image will be slightly heavier in size. We would appreciate it if you could test it and give us feedback in UpSlide (Help > Submit Feedback). You can activate this new export type with the steps below: • In Excel, press the keys Ctrl + Shift + X to display the Log pane. • Click on Tools>Support>Export charts as SVG Just make sure the box is checked, and you‘re ready to go! Best, Josh from the Marketing team ### 33. Great for transferring data from excel to powerpoint or word **Rating:** 5.0/5.0 stars **Reviewed by:** Cameron C. | Director of Analysis and Compliance, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2025 **What do you like best about UpSlide?** Automates data transfer for repetitive tasks **What do you dislike about UpSlide?** No downsides come to mind. Maybe it could be cheaper but the price isn't bad at all. **What problems is UpSlide solving and how is that benefiting you?** We make prospectuses in Powerpoint for every business we value and need to transfer numbers across from excel to powerpoint that are always in the same cells. So UpSlide automates that with a click of a button **Official Response from Josh Reidt:** > Dear Cameron, Thank you for your review! We’re glad you’ve had such a positive experience using UpSlide and have been able to automate repetitive tasks. If you have any other feedback, feel free to share it directly in UpSlide under Help > Submit Feedback. Best, Josh from the Marketing team ### 34. UpSlide simplifies my day to day job **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 11, 2025 **What do you like best about UpSlide?** Using UpSlide has significantly improved the way I work in both Excel and PowerPoint. It provides intuitive shortcuts and smart automation features that streamline repetitive tasks, allowing me to focus on analysis and storytelling rather than formatting. For tasks from updating charts, aligning slides, or applying consistent branding in our deliverables, UpSlide makes everything faster and more efficient. It’s a real time-saver and has become an essential part of my workflow. **What do you dislike about UpSlide?** UpSlide has helped streamline my work and I therefore do not have any dislikes about the tool. **What problems is UpSlide solving and how is that benefiting you?** n/a **Official Response from Josh Reidt:** > Dear User, Thank you for your review! We’re delighted to hear that UpSlide has become an essential part of your workflow. We look forward to continuing to develop functionality so that you can even further streamline those repetitive tasks. If you have any other feedback, feel free to share it directly in UpSlide under Help > Submit Feedback. Best, Josh from the Marketing team ### 35. A powerful tool that can be more powerful **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 16, 2025 **What do you like best about UpSlide?** The library's ease of use and the ability to insert individual slides from a deck. The arrange and format painter tools are very important for tombstones, and the excel link update features allows for fast updates of decks. **What do you dislike about UpSlide?** Lack of client-facing template customizer, single-item customization, or ability to link internal data makes it difficult to make changes. Uploading can be slow. **What problems is UpSlide solving and how is that benefiting you?** Storing all generic firm materials in one, accessible place for analysts, reducing creation times. **Official Response from Josh Reidt:** > Dear User, Thank you for your review! We’re glad you’ve had such a great experience with our content management, formatting, and linking functionality. Thank you for your suggestions as well - they’re truly appreciated. Feel free to share any new ideas directly via the add-in under Help > Submit Feedback. Our product team actively relies on user input to shape the roadmap. Best, Josh from the Marketing team ### 36. Definitely Recommend! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 04, 2025 **What do you like best about UpSlide?** UpSlide definitely increases my productivity. The Slide Library keeps everything on-brand, Smart Formatting saves tons of time, and the Quick Send feature is super handy when you're rushing to share a deck. **What do you dislike about UpSlide?** With complex templates, their functions can become a bit muddled and not work correctly. **What problems is UpSlide solving and how is that benefiting you?** UpSlide Slide and Icon Library ensure everything is on brand which helps our graphics team tremendously. **Official Response from Josh Reidt:** > Dear User, Thank you for your review! We’re happy to hear that UpSlide increases your productivity and keeps you on-brand. If you ever encounter any issues, don’t hesitate to reach out to your client success manager or submit a ticket in UpSlide (Help>Contact Support) so that we can deploy a solution as quickly as possible. We take any issues with our software seriously and are committed to deploying a solution as soon as possible. If you have any other feedback, feel free to share it directly in UpSlide under Help > Submit Feedback. Best, Josh from the Marketing team ### 37. Great product, great team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 17, 2025 **What do you like best about UpSlide?** Efficiency boosting software that is genuinely used across the firm and sped up multiple workflows, even in areas we didn't initially think it would be used for! We particularly like the automatic contents generator, Excel to PowerPoint link and library functions. The UpSlide team are also awesome to work with - they have actively listened to and implemented a number of product enhancement suggestions we have. **What do you dislike about UpSlide?** There are going to be a few bugs here and there on breaking links and some links being slow to update - some may require training to ensure UpSlide is used in the right way to prevent these issues. **What problems is UpSlide solving and how is that benefiting you?** Allows us to create reports with a lot more efficiency and help with ensuring data integrity/consistency. **Official Response from Josh Reidt:** > Dear User, Thank you for your review! We’re thrilled to hear that your firm has benefited from deploying UpSlide. We love those features too! We take any issues with our software seriously. If you ever encounter anything you didn’t expect, don’t hesitate to reach out to your client success manager or submit a ticket in UpSlide (Help > Contact Support) so that we can deploy a solution as quickly as possible. In the meantime, our product team would be glad to investigate the root cause of the issues you're experiencing with Excel link updates. Our support team can coordinate and schedule a follow-up interview. We'd also happily walk you through our Excel Link Manager and share additional best practices. If you have any other feedback, feel free to share it directly in UpSlide under Help > Submit Feedback. Best, Josh from the Marketing team ### 38. Great add-in for PPT and Excel **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consulting | Enterprise (> 1000 emp.) **Reviewed Date:** June 20, 2025 **What do you like best about UpSlide?** The product functionality is very well developed and tremendously useful (e.g., technology bridge from Excel to PPT, automated table of contents, persistent hyperlinks that automatically update, UpSlide library). Customer service and client success are incredibly exceptional. **What do you dislike about UpSlide?** It would be great if UpSlide included a track changes feature within PPT. **What problems is UpSlide solving and how is that benefiting you?** Allows us to keep our client presentations standardized, so everyone is using the same format which saves time too **Official Response from Josh Reidt:** > Dear User, Thank you for your review! We’re really happy to hear that you have had such a great experience using UpSlide. We appreciate your feedback, and you’ll be glad to hear that we’ve just launched Track Changes in PowerPoint (linked below)! Now you can track, review, and manage changes in your presentation just like in Word. If you have any other feedback, feel free to share it directly in UpSlide under Help > Submit Feedback. Best, Josh from the Marketing team ### 39. great time saver **Rating:** 5.0/5.0 stars **Reviewed by:** Connor K. | Summer Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2025 **What do you like best about UpSlide?** the sizing function is very useful when creating multiple shapes **What do you dislike about UpSlide?** the distribution functions could use some work **What problems is UpSlide solving and how is that benefiting you?** efficiency **Official Response from Josh Reidt:** > Dear Connor, Thank you for your review! We’re glad to hear that UpSlide has increased your efficiency and saved you time. Thank you for your suggestions—they’re truly appreciated. Feel free to share any new ideas directly via the add-in under Help > Submit Feedback. Our product team actively relies on user input to shape the roadmap. In the meantime, you might want to take a look at our recently released Formatting Tools in PowerPoint. I've shared a link to our guide below! Best, Josh from the Marketing team ### 40. Great tool to streamline your Excel and Powerpoint work **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** July 14, 2025 **What do you like best about UpSlide?** The ability to trace Excel formulas and set bespoke keyboard shortcuts. The ability to quickly format charts on Powerpoint. The ability to quickly export content from Excel and Word to Powerpoint. **What do you dislike about UpSlide?** Not that I am aware of. So far, the experience using Upslide has been outstanding. **What problems is UpSlide solving and how is that benefiting you?** Upslide helps with financial modelling and slides creation. **Official Response from Josh Reidt:** > Dear User, Thank you for your review! We’re delighted to hear that our modeling, formatting, and linking functionality has allowed you to streamline your work. If you have any other feedback, feel free to share it directly in UpSlide under Help > Submit Feedback. Best, Josh from the Marketing team ### 41. Very easy to use and is efficient. **Rating:** 5.0/5.0 stars **Reviewed by:** Jesse B. | Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2025 **What do you like best about UpSlide?** Having integrated templates and linking Excel to Word and Powerpoint. **What do you dislike about UpSlide?** Not really anything for now. It's relitively new to our team. **What problems is UpSlide solving and how is that benefiting you?** When we write a valuation report and every numbers are linked to the Excel. When we make a change in our calculations, it updates automatically. **Official Response from Josh Reidt:** > Dear Jesse, Thank you for your review! We’re glad to hear our template management and linking functionality has made you more efficient. If you have any other feedback, feel free to share it directly in UpSlide under Help > Submit Feedback. Best, Josh from the Marketing team ### 42. Has made my day-to-day significantly more efficient **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2025 **What do you like best about UpSlide?** formatting graphs and ensuring consistent formatting across slides is extremely quick. the team is super hands on and proactive about ensuring we're all up to speed and maximizing the program **What do you dislike about UpSlide?** not a major complaint but still haven't had a great use case for it in word or excel **What problems is UpSlide solving and how is that benefiting you?** having to manually go back and forth between slides to ensure that objects are sized/positioned the exact same **Official Response from Josh Reidt:** > Dear User, Thank you for your review! We’re very happy to hear that you’ve been making great use of our formatting functionality. Our customer success team will be thrilled with your feedback - I’ll make sure to share it with them. For UpSlide in Excel, you may appreciate our formatting, charting, and modeling functionality. I’ve attached a link to a video guide on our modeling features below. As for UpSlide in Word, you may find our template, content management, and automated content check functionality useful. Feel free to learn more through our Help Center, where we have user guides, videos, and training webinars to show you how to make the most of your UpSlide license. If you have any other feedback, feel free to share it with us directly in UpSlide under Help > Submit Feedback. Best, Josh from the Marketing team ### 43. Good overall. Solid tool with good functionality in most areas with room for improvement in some. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** July 30, 2025 **What do you like best about UpSlide?** The dynamic linking which does not interrupt when rows/columns are added or removed. I appreciate the secure and accurate updating and refreshing to PPT **What do you dislike about UpSlide?** The graphical elements feel inferior to what others are doing. Thinkcell offers more options and better visuals which i would appreciate having in Uplside to consolidate license spend. **What problems is UpSlide solving and how is that benefiting you?** Automated presentation updating for exec presentations **Official Response from Josh Reidt:** > Dear User, Thank you for your review! We’re happy to hear that the Excel to PowerPoint Link has allowed you to ensure accuracy in your presentations. Thank you for your suggestion regarding increasing the amount of charting and visual options - it is appreciated. As you have new ideas, feel free to share them directly in UpSlide under Help > Submit Feedback. Our product team heavily relies on user input to shape the roadmap. Best, Josh from the Marketing team ### 44. Highly Recommend **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 18, 2025 **What do you like best about UpSlide?** Saves a lot of time, easy to use, good support **What do you dislike about UpSlide?** Wish I could update all items in a PPT at once **What problems is UpSlide solving and how is that benefiting you?** Saving time **Official Response from Josh Reidt:** > Dear User, Thank you for your review! We’re glad to hear that you’re having such a great experience using UpSlide. And good news - you can update all your linked items in PowerPoint at once! With the Excel Link Manager, you can filter updates by source file, slide, last updated date, and more for complete control. I’ve attached a link below to show how to use this functionality. If you have any other feedback, feel free to share it with us directly in UpSlide under Help > Submit Feedback. Best, Josh from the Marketing team ### 45. Tools for Success and Client Satisfaction **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Investment Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** July 17, 2025 **What do you like best about UpSlide?** Template management as an admin, access to the library content, and the dedication to continuously roadmap the tools to meet the needs of the client. **What do you dislike about UpSlide?** The Slide Converter feature needs refining. **What problems is UpSlide solving and how is that benefiting you?** UpSlide has helped to improve the standardization of assets in PowerPoint and Excel, facilitated the ease of brand consistency, and has increased efficiencies among users. **Official Response from Josh Reidt:** > Dear User, Thank you for your review! We’re really happy to hear that you’re having such a great experience using UpSlide. Thank you for your suggestion - it is truly appreciated. Feel free to share any new ideas directly via the add-in under Help > Submit Feedback. Our product team actively relies on user input to shape the roadmap. If you have any other feedback, feel free to reach out! Best, Josh from the Marketing team ### 46. Great team and very useful product **Rating:** 4.5/5.0 stars **Reviewed by:** Caitlin C. | Marketing Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** June 17, 2025 **What do you like best about UpSlide?** Team is great and always ready to jump on call / help if we have questions **What do you dislike about UpSlide?** had a few issues with replacing slides in decks but all sorted now **What problems is UpSlide solving and how is that benefiting you?** Library has been great **Official Response from Josh Reidt:** > Dear Caitlin, Thank you for your review! We're delighted you've had a positive experience with our client success team. We are always happy to help! If you have any other feedback, feel free to share it directly in UpSlide under Help > Submit Feedback. Best, Josh from the Marketing team ### 47. Happy UpSlide user **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2025 **What do you like best about UpSlide?** Slide repository to maintain consistency. **What do you dislike about UpSlide?** Template changes can be challending to make **What problems is UpSlide solving and how is that benefiting you?** Maintaining consistent branding and standard slides across the organization. Serving as a central repository for firm photos, logos, etc. **Official Response from Josh Reidt:** > Dear User, Thank you for your review! We’re happy to hear that our content management functionality has been so helpful in maintaining brand consistency. Our consultants are happy to support you with any template changes - reach out to your CSM, and they’ll coordinate the next steps. If you have any other feedback, feel free to share it with us directly in UpSlide under Help > Submit Feedback. Best, Josh from the Marketing team ### 48. Quick and efficient formatting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2025 **What do you like best about UpSlide?** Instant formatting to company colors and **What do you dislike about UpSlide?** Takes a while to get accustomed to how to use it **What problems is UpSlide solving and how is that benefiting you?** Reduction in formatting time **Official Response from Josh Reidt:** > Dear User, Thank you for your review! We’re delighted to hear that you have been able to utilize UpSlide to format your content efficiently. If you or your team ever need a refresher on our functionality, just reach out to your client success manager to organize a training. They’d be happy to get you all set up! We also have user guides, video tutorials, and recorded training webinars on our Help Center to assist. I’ve linked it below for you to take a look. If you have any other feedback, feel free to share it with us directly in UpSlide under Help > Submit Feedback. Best, Josh from the Marketing team ### 49. Very helpful to make work in ppt more efficient and reduce mundane tasks **Rating:** 5.0/5.0 stars **Reviewed by:** Devin W. | Investment Banking Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** December 13, 2022 **What do you like best about UpSlide?** The smart painter tool is by far the most readily used tool for me, I use it on every single work product I produce almost. **What do you dislike about UpSlide?** The largest downside is sometimes the linking to excel can be glitchy / unlink or with similar tabs will not be sure where to link to. The links also look different than their print (graph text looks like it is a different font until printed / pdfd). Another downside is the text linking has to be done one at a time (to my knowledge). This makes it annoying to link tables when you want the formatting to be in powerpoint for the table, but text to come from excel. A feature to input links in mass (i.e. copy table in excel and paste values with formatting and links to the excel. **What problems is UpSlide solving and how is that benefiting you?** Upslide solved a lot of the lack in features that microsoft office has which allows me to increase my producitivy and save my sanity some days. **Official Response from Elena Lazaro Vergara:** > Dear Devin, Thank you for your review and your positive comments about the Smart Painter! Regarding your comments about the Excel Link being glitchy, please send an example to our support team, who will investigate the issue. About the links looking different in their print, this limitation stems from Office; please see this workaround, https://support.upslide.net/hc/en-us/articles/360009993239--READ-FIRST-Linked-image-changes-appearance-after-update, or contact our support to help you change the configuration of Office/Windows. You will also be glad to hear that: - we are making it easier to manage source conflicts via a new Excel Link Manager. If you are interested in testing the preview, please get in touch with your UpSlide account manager. - we are currently investigating a solution to link a table in Excel to a table in PowerPoint while keeping the ability to format it in PowerPoint. Best regards, Elena from the Product team ### 50. Generally good, saves a lot of time. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** December 13, 2022 **What do you like best about UpSlide?** Easy to create data links. The formatting works great when linking to a powerpoint. Many of the other tools (other than linking) are pretty useful as well. **What do you dislike about UpSlide?** The formatting when linking to word isn't great. Instead of linking a table, we end up creating the table in word and linking the individual numbers instead. Not a big deal but an opportunity for improvement. The workbook clean up tool would be super useful if it worked but there was not one time that it didn't crash, making it unusable. **What problems is UpSlide solving and how is that benefiting you?** Updating numbers in a report following a change in the excel. **Official Response from Elena Lazaro Vergara:** > Dear user, Thank you for your review! Regarding your formatting issue when linking to Word, please share more details with our support in UpSlide help>contact support about what formatting you'd expect for Excel to Word table links. Also, we want to share with you some exciting news about our Excel Link feature: we are working on the ability to export an Excel table as an editable table in PowerPoint, which could solve your issue about individual linking. Regarding the workbook clean-up tool, apologies for any inconvenience you may have experienced. We recently solved an issue to make the clean tool smooth on documents stored in OneDrive. If you still face any disruptions, please get in touch with our Support team too. We hope you find this information useful! Best regards, Elena from the Product team - [View UpSlide pricing details and edition comparison](https://www.g2.com/products/upslide/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-02+01%3A51%3A58+-0500&secure%5Bsession_id%5D=049ee6c3-6f6b-4f25-957f-f8faf76bab5a&secure%5Btoken%5D=7f89801082d1a29311d347a1d2618a16dcb75d91e1daee638178e7594a523225&format=llm_user) ## UpSlide Integrations - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft PowerPoint](https://www.g2.com/products/microsoft-powerpoint/reviews) - [Microsoft Word](https://www.g2.com/products/microsoft-word/reviews) - [Pitchly Documents](https://www.g2.com/products/pitchly-documents/reviews) - [think-cell](https://www.g2.com/products/think-cell/reviews) ## UpSlide Features **Data Sources** - Software - Spreadsheets - Documents **Generation** - Templates - Automation - Branding **Email Signature Design** - Designed Templates - Advanced Template Customization - Image Editor **Design** - Graphics - Templates - Themes **Platform Basics - Presentation Management** - Brand Consistency Maintainment - Content Location Search - Access Control Abilities - Presentation Performance Analysis - Template Library Management - Centralized Storage - Team Collaboration - Version Control Features **Agentic AI - Enterprise Content Management (ECM)** - Autonomous Task Execution - Natural Language Interaction - Decision Making **Email Signature Management** - Departments - Auto Updates - Email Distribution - Collaboration **Collaboration** - Multi-User Collaboration - Real-Time Communication **Platform Additional Functionality - Presentation Management** - Integrations with Productivity Tools - Multiple Device Access **Delivery** - Workflow **Email Signature Marketing** - A/B Testing - Banner Advertising - Analytics Tracking **Agentic AI - Presentation Management** - Autonomous Task Execution **Edit & Revise** - Revision History - Suggestion Mode - Document Editor **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Image - AI Image-to-Text **Platform Additional Functionality** - Editor Rights - Mobile Compatibility - Cloning **Integrate & Embed** - Calendar - Website **Agentic AI - Document Generation** - Autonomous Task Execution **Operating System** - PC Operating System **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Image - AI Text-to-Speech - AI Image-to-Text **Agentic AI - Document Creation** - Proactive Assistance **File Management** - File Type Support - Metadata - Versioning - Collaboration - Document Assembly - Form Creation - Portals and Sites - Search - Web Interface - Mobile Apps **Workflow** - Process Automation - Conditions - Records Management **Platform** - Internationalization - Performance and Reliability - Reporting and Auditing - System of Record Integration - APIs ## Top UpSlide Alternatives - [Templafy](https://www.g2.com/products/templafy/reviews) - 4.4/5.0 (58 reviews) - [Macabacus](https://www.g2.com/products/macabacus-macabacus/reviews) - 4.7/5.0 (92 reviews) - [Conga Composer](https://www.g2.com/products/conga-composer/reviews) - 4.4/5.0 (834 reviews)