--- title: UpSlide Reviews meta_title: 'UpSlide Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 63 reviews by the users' company size, role or industry to find out how UpSlide works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 63 scale: '5' date_modified: '2026-07-20' parent_category: name: Collaboration & Productivity url: https://www.g2.com/categories/collaboration-productivity --- # 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 appreciate the **ease of use** of UpSlide, streamlining document creation and enhancing productivity within Microsoft Office. (12 reviews) - Users value the **quick and tailored customer support** provided by UpSlide, enhancing their overall experience and productivity. (9 reviews) - Users praise UpSlide for its **time-saving features** , enhancing efficiency in slide creation and report generation. (8 reviews) - Users value UpSlide's **seamless integration and powerful features** , enhancing productivity and consistency in presentations. (7 reviews) - Users commend UpSlide for its **time-saving features** , streamlining tasks and enhancing overall productivity in presentations. (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 functionality, impacting their overall experience. (3 reviews) - Users express frustration over the **lack of features** in UpSlide, limiting flexibility and efficiency in presentation management. (3 reviews) - Users find the **missing features** in UpSlide hinder flexibility, requiring cumbersome workarounds for content management. (3 reviews) - Users experience **performance issues** with UpSlide, including slow loading times and delays affecting workflow efficiency. (3 reviews) - Users report **slow performance** in UpSlide, affecting content loading and workflow efficiency during updates. (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. I use upslide for reports - its pretty easy and user friendly **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** January 12, 2023 **What do you like best about UpSlide?** Ease of use, Update all, and the important as text function **What do you dislike about UpSlide?** When the excel file changes, upslide has a hard time keeping up with the correct source **What problems is UpSlide solving and how is that benefiting you?** It is saving me lots of time in completing the reports. **Official Response from Elena Lazaro Vergara:** > Dear user, Thank you for your positive review and for choosing UpSlide! We understand your challenges with Excel file changes and maintaining the correct source. Please reach out to our Support if you still need to, so we can address this and ensure a seamless experience for you. If this is helpful: when trying to click Update with multiple versions of the source file, UpSlide will display a warning. By clicking on it, you will be able to navigate between available sources. More information can be found here: https://support.upslide.net/hc/en-us/articles/201919278. We're also improving our Excel link pane to simplify navigating and solving conflicts. Keep an eye on our product news https://www.upslide.net/en/content-hub/product-news/ Best regards, Elena from the Product team ### 2. Upslide is easy to use and eliminates some mundane formatting tasks **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** January 10, 2023 **What do you like best about UpSlide?** Easy to use. Time saver. Efficient and available support team. **What do you dislike about UpSlide?** Occasional glitches. Having to contact the support team to change our PPt template. **What problems is UpSlide solving and how is that benefiting you?** Help make sure our tables' format is consistent across our PPt reports. **Official Response from Elena Lazaro Vergara:** > Dear user, Thank you for your review and positive feedback on UpSlide! Regarding the occasional glitches and the need to contact our support team to change your PowerPoint template, we have exciting news: we are actively working on making the admin more independent by allowing admins to change their templates themselves. You can already get a preview by becoming a beta-tester; please reach out to our support team in UpSlide help>contact support if you'd like to join the beta program. If you have any further suggestions or feedback, please don't hesitate to reach out to us. Best regards, Elena from the Product team ### 3. Great product **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 12, 2023 **What do you like best about UpSlide?** It is helpful to link and update slides in a powerpoint presentation- has saved me hours **What do you dislike about UpSlide?** Can slow down the excel spreadsheet if several people are in same document **What problems is UpSlide solving and how is that benefiting you?** updating charts accurately in power point reports- version control is easier **Official Response from Elena Lazaro Vergara:** > Dear user, Thank you for your positive review of UpSlide and how it's helpful for linking and updating slides! Excel co-authoring had limitations with simultaneous actions, impacting speed. UpSlide's ability to condense formatting worsened the issue. Good news: Microsoft improved co-authoring and scheduled fixes. Microsoft Current Channel: June 2023 (Version 2305) Microsoft Monthly Enterprise Channel: July 2023 (Version 2304) Microsoft Semi-annual Enterprise Channel: January 2024 (Version 2208) You can find more details here: https://support.upslide.net/hc/en-us/articles/6799084910098 Feel free to reach out if you have further feedback, Best regards, ### 4. Easy way to manipulate, present, and update data in a standard format **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** January 03, 2023 **What do you like best about UpSlide?** Ease of use. The system/addin allows for rapid update integration across excel, word, PowerPoint without losing desired format. **What do you dislike about UpSlide?** While the initial setup can take some time, it is well worth it. For larger organizations, may require a data steward(s) for most effective implementation. **What problems is UpSlide solving and how is that benefiting you?** UpSlide is solving for simplification in data transfer and formatting between applications. They are also solving for reduction in data quality issues. **Official Response from Elena Lazaro Vergara:** > Dear user, Apologies for the delay, and thank you for your positive review! As you mention, taking the time to implement UpSlide properly is worth it as it helps our clients guarantee a successful rollout. We continuously work to optimise our processes and ensure every user gets the right access to our tool. Please feel free to reach out if you have any further feedback. Best regards, Elena from the Product team ### 5. UpSlide Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** December 15, 2022 **What do you like best about UpSlide?** Some shortcuts, such as fast fill right and down, are super helpful. **What do you dislike about UpSlide?** Upon linking Excel values to the report in Word/PowerPoint format, if there are errors, it is difficult to navigate to the errors. I would recommend including a feature to quickly navigate to the exact link(s) with an issue. **What problems is UpSlide solving and how is that benefiting you?** UpSlide is helping me improve my modeling speed with valuable shortcuts. UpSlide is also helping me be more productive, particularly during updates to the models and the reports. **Official Response from Elena Lazaro Vergara:** > Dear user, Thank you for your review and feedback on the Shortcuts and the Excel Link feature. We are happy to announce our current focus on developing more shortcuts. We recently added the F4 shortcut to reapply all UpSlide formatting features! We'll inform you of any new shortcuts in our Product blog: https://www.upslide.net/en/content-hub/product-news/ Regarding the Excel link feature, we are also happy to share that we are currently overhauling the Update All feature to provide a new solution that displays all links with errors grouped by type. If you have any further suggestions, please feel free to get in touch. Best regards, Elena from the Product team ### 6. Some functions should be ppt native! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** December 13, 2022 **What do you like best about UpSlide?** the best is: Swap position, Copy height, Width **What do you dislike about UpSlide?** Arrange should have a circular option, it only has square and rectangle for now **What problems is UpSlide solving and how is that benefiting you?** Saving time really, having quick fixes that ppt doesn't have **Official Response from Elena Lazaro Vergara:** > Dear user, Thank you for your feedback! We appreciate your positive comments about the Swap Position and Copy Height/Width features. We have great news: we have just launched our Swap Text feature, which we hope will be as helpful to you as the others! Regarding your request for a circular option in the Arrange feature, we currently have other focus areas on our roadmap, but we give great value to our customer feedback. We will continue to gather input on this feature, and you will be able to see any future developments after launch here: https://www.upslide.net/en/content-hub/product-news/ If you have any more feedback, please get in touch with our Support team. Best regards, Elena from the Product team ### 7. Good collaboration and corporate branding **Rating:** 4.0/5.0 stars **Reviewed by:** Yuiko K. | Operations Lead **Reviewed Date:** May 18, 2022 **What do you like best about UpSlide?** Easy branding for internal and external purposes. **What do you dislike about UpSlide?** If the sync was faster would help admins a lot. **What problems is UpSlide solving and how is that benefiting you?** Collaboration and reducing work time finding materials and references. **Official Response from Elena Lazaro Vergara:** > Dear Yuiko Thank you for your positive review! We understand that faster sync would greatly benefit admins: we are constantly working on improving performance, particularly for our Library features, and we continue monitoring any sync issues to ensure a seamless experience for both admins and users of UpSlide. Should you have any more feedback, please do not hesitate to get in touch. Best regards, Elena from the Product team ### 8. Great PowerPoint template **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Investment Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** June 14, 2022 **What do you like best about UpSlide?** Speeds up slide creation process significantly **What do you dislike about UpSlide?** Hard to navigate the templates some times. **Recommendations to others considering UpSlide:** nil **What problems is UpSlide solving and how is that benefiting you?** Saves me time from planning the lay out of my slides **Official Response from Elena Lazaro Vergara:** > Dear user, Thank you for your great review! We are currently working on improving template management and developing the ability for admins to share templates with specific user groups. This would limit the number of templates you see in UpSlide to avoid scrolling through the list of all templates available in the company. Please get in touch with your UpSlide admin or our support in UpSlide, Help>Contact Support, so we can provide further assistance if needed. Best regards, Elena from the Product team ### 9. Marketing extended! **Rating:** 5.0/5.0 stars **Reviewed by:** Samantha C. | Marketing and Communications Director, Maritime, Enterprise (> 1000 emp.) **Reviewed Date:** October 02, 2019 **What do you like best about UpSlide?** From my role as marketing director, the most beneficial aspect of Upslide is the ability to put controls around the brand and standardisation of presentations across global offices. In doing so there is a new appreciation of the importance of marketing and brand from within the business and an eagerness to do more and seek input from the team. **What do you dislike about UpSlide?** This is likely to be unique to us, but the file weights are significant - i assume it is the design of the covers and title slides which is adding weight. **Recommendations to others considering UpSlide:** Ability to sever links from Excel. **What problems is UpSlide solving and how is that benefiting you?** Personally i am solving the issue of brand inconsistency and lack of brand control. It's great to be able to say "the latest version is in the library" and know that key people have direct access and there is version control. Aesthetically, presentations just look much more modern, cleaner and visual because the tools are there to enable users to produce presentations in this way. Slide check is used heavily with users. The users across the business are realising efficiencies with tools such as table of contents. **Official Response from Elena Lazaro Vergara:** > Hi Samantha, Apologies for the delay in responding, and thanks a lot for your comment on how UpSlide helps with brand control and standardisation! We appreciate your feedback regarding the file weight issue. To address this, if you still need to do it, we recommend compressing images or changing formats before inserting them in the presentation or utilizing PDFs once the presentation is final to reduce file size. Please let us know if you have any more feedback. Best, Elena from the Product team ### 10. Efficiency enhancement **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 07, 2019 **What do you like best about UpSlide?** Upslide helps us on our daily work to improve the efficiency and time spent on trivial tasks such as searching for standard slides. The integration of all application of MS Office Suit makes it easier to work across different programs (Excel, Word, PPT). Furthermore the most useful function in my opinion is the export and update function (Excel <-> Powerpoint). **What do you dislike about UpSlide?** At first a huge amount of work has to be done upfront until the usefulness of upslide can be realised, e.g. setting up the new format, fill in the tombstone library etc. **Recommendations to others considering UpSlide:** Do the training/preview session by one of the upslide sales guy and you get conviced that upslide is very useful in daily work. **What problems is UpSlide solving and how is that benefiting you?** Daily or regular updates of presentations which can be done with a mouseclick! Most used slides are at your fingetips in the libary (no need to search in old files) **Official Response from Elena Lazaro Vergara:** > Dear user, Thank you for your positive review, and apologies for the delay in getting back to you. We appreciate your feedback and understand that the upfront setup process can take time. We indeed need to ensure settings are adequate and to integrate content to ensure the adoption and ROI of UpSlide together. We keep optimizing our processes to make this initial investment as smooth as possible for you. We hope this information is helpful, and please let us know if you have any further feedback. Best, Elena from the Product team ### 11. Extreme time saver **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 09, 2019 **What do you like best about UpSlide?** Ability to quickly create custom-format tables Ability to quickly extract graphs and tables from Excel to PowerPoint Function that allows ability to convert number signs and units (i.e. convert 1 to 1000s) Good integration with Microsoft programmes and ease of access and use PowerPoint content table / sections saves a lot of time and ensures report accuracy **What do you dislike about UpSlide?** PowerPoint individual "refresh" function takes a while compared to other UpSlide functions **Recommendations to others considering UpSlide:** It easily integrates into Microsoft programmes and is easy to navigate and use **What problems is UpSlide solving and how is that benefiting you?** Enables me to complete my work much more efficiently - in terms of formatting and extracting information between Microsoft programmes Ensures consistent formatting of data Ability to trace to source **Official Response from Elena Lazaro Vergara:** > Dear user, Thank you for your positive review, and apologies for the delay! We're glad that UpSlide has been an extreme time saver for you and is performing well. We appreciate your feedback on the time it takes to refresh PowerPoint files. Depending on your computer's CPU speed, for very large files, the content refresh table can take between 15 and 60 seconds as UpSlide updates each section, sub-section, breadcrumb, reminder, etc., in the presentation. The more there are, the longer it can get. We constantly monitor and improve performance. If you experience any unexplained slowness, please do reach out to our support in UpSlide Help> Contact Support. Best regards, Elena from the Product team ### 12. Very efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** October 02, 2019 **What do you like best about UpSlide?** Out of all the features, I think the Excel to paragraph text in PowerPoint is the most powerful. It is convenient and greatly improves efficiency of our valuation team members **What do you dislike about UpSlide?** There are no features that we dislike so far **What problems is UpSlide solving and how is that benefiting you?** Updating paragraphs and tables between PowerPoint and Excel **Official Response from Elena Lazaro Vergara:** > Dear user, Thank you for your positive review, and apologies for the delay in answering! We're very glad to hear that you like UpSlide and that it helps improve efficiency for your valuation team members :) Best regards, Elena from the Product team ### 13. Great Software **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 16, 2019 **What do you like best about UpSlide?** This software makes it so easy to format slides from one version to another. It saves so much time. **What do you dislike about UpSlide?** It can be a little tricky to use at first, but once you figure it out it is a huge time saver. **Recommendations to others considering UpSlide:** This product really saves so much time. I would recommend it to companies looking to increase efficiency and stop wasting time on frustrating formatting issues. **What problems is UpSlide solving and how is that benefiting you?** We're saving employees the pain of reformatting from one version to another of a presentation. It creates more time in the day to do work that is more critical to the business. We are just starting to implement it into our business and have not rolled it out firm-wide. **Official Response from Elena Lazaro Vergara:** > Dear user, Apologies for the delay in responding, and thanks for your review! Regarding your usability concerns, we’re excited to announce that we have launched new tutorial videos and webinars: https://support.upslide.net/hc/en-us/categories/360001797834-Tutorial-videos and https://app.livestorm.co/upslide-1?lang=en. Our goal is to make UpSlide even more intuitive and smoother, so we are also reworking UX based on feedback like yours. Please feel free to share any further feedback with us. Best, Elena from the Product team - [View UpSlide pricing details and edition comparison](https://www.g2.com/products/upslide/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-20+13%3A26%3A22+-0500&secure%5Bsession_id%5D=e610868a-0247-44f4-9035-063032598a4f&secure%5Btoken%5D=f9d9d41293f540dd4ce6452377d5c5a87770eb00c8bba132987db7689b37213e&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) - [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 **File Types** - Import **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 **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 (846 reviews)