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UpSlide

By UpSlide

4.6 out of 5 stars
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UpSlide Reviews & Product Details

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

UpSlide Integrations

(7)
Verified by UpSlide

UpSlide Media

UpSlide Demo - An Overview
UpSlide is an AI-enabled document automation add-in for Microsoft 365 that helps teams across your firm produce exceptional documents in less time. With innovative, intuitive features across PowerPoint, Excel, Power BI, Outlook, and Word, UpSlide streamlines the entire document workflow, from...
UpSlide Demo - Excel to PowerPoint Link
Use UpSlide to ensure data accuracy in your pitchbooks and reports, by eliminating painful, repetitive manual data updates. Easily link high resolution tables, charts and text from your Excel or Power BI workbooks to PowerPoint or Word - in just one click. As your data or report version chang...
UpSlide Demo - AI Functionality
Equip your teams with AI-powered automation which will transform their daily workflows. Ask our AI Assistant to shorten, translate, and refine your presentation commentary and analysis to ensure maximum impact. Automatically detect any abbreviations within your deck and build a pre-formatte...
UpSlide Demo - Financial Modeling Tools
Build, navigate, and review complex financial models faster with UpSlide's smart financial modeling tools. Spend less time auditing and more time impressing investors. Quickly add formulas, track precedents, and solve errors to ensure all financial models are consistent, error-free, and well-s...
UpSlide Demo - Tombstones, Bios, and Case Studies Library
Showcase the most relevant, up-to-date credentials in your pitchbooks and proposals by giving teams access to your firm’s tombstones, bios, and case studies within PowerPoint. Easily filter and search for credentials - based on customizable criteria - select the pre-branded format and insert t...
UpSlide Demo - Track Changes and Slide Check
Significantly reduce reviewing time and ensure accuracy by keeping track of all changes to your deck in PowerPoint, even when collaborating with a large team. Quickly identify all edits made to your presentation across tables, charts, text, and linked Excel Data through an integrated pane. Onc...
Learn why financial services companies in over 60 countries have been trusting UpSlide to help them achieve their goals for the past 12 years.
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Learn why financial services companies in over 60 countries have been trusting UpSlide to help them achieve their goals for the past 12 years.
Discover 65+ automation features, built for finance workflows in Microsoft 365.
Play UpSlide Video
Discover 65+ automation features, built for finance workflows in Microsoft 365.
How UpSlide helped Singer Capital Markets rebrand all client-facing deliverables to achieve long-term brand consistency.
Play UpSlide Video
How UpSlide helped Singer Capital Markets rebrand all client-facing deliverables to achieve long-term brand consistency.
How the marketing team at world-leading shipping firm, Clarksons, achieves brand consistency and improves collaboration with UpSlide.
Play UpSlide Video
How the marketing team at world-leading shipping firm, Clarksons, achieves brand consistency and improves collaboration with UpSlide.
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UpSlide Reviews (52)

Reviews

UpSlide Reviews (52)

4.6
52 reviews

Pros & Cons

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TW
Associate Director - Designer
Enterprise (> 1000 emp.)
"A very easy to use, intuitive and high quality productivity tool for business"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

ED
Director
Small-Business (50 or fewer emp.)
"Time-Saving and Centralized Slide Management"
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 Review collected by and hosted on G2.com.

What do you dislike about UpSlide?

Having to revisit training - not always possible to take onboard all of the information in one go! Review collected by and hosted on G2.com.

Carisa B.
CB
Bids/Proposal Manager
Mid-Market (51-1000 emp.)
"Robust tool that increases productivity and consistency, backed by knowledgeable support team"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Josh Reidt of UpSlide

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

Andrew D. E.
AE
Senior Associate, Deal Advisory
Enterprise (> 1000 emp.)
"Positive Feedback on UpSlide tool"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Josh Reidt of UpSlide

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

AE
Analyst
Mid-Market (51-1000 emp.)
"Incredibly helpful"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Leandro M.
LM
Transaction Services Director
Enterprise (> 1000 emp.)
"Great tool to improve work efficiency and present professional deliverables"
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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Response from Josh Reidt of UpSlide

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

Verified User in Commercial Real Estate
AC
Enterprise (> 1000 emp.)
"Effictive and timesaving solution for on brand marketing material"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Investment Management
AI
Mid-Market (51-1000 emp.)
"Streamlining presentation management with notable strengths and some limitations"
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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Josh Reidt of UpSlide

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

See how UpSlide improved
Verified User in Commercial Real Estate
AC
Mid-Market (51-1000 emp.)
"Efficient Organization"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Josh Reidt of UpSlide

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

See how UpSlide improved
Xander W.
XW
M&A Consultant
Small-Business (50 or fewer emp.)
"Using Upslide in our workstream to maximise the level of productivity and efficiency."
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Josh Reidt of UpSlide

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

Pricing Insights

Averages based on real user reviews.

Time to Implement

2 months

Return on Investment

7 months

Perceived Cost

$$$$$
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