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UpSlide Review

UpSlide
Our score: 8.0 User satisfaction: N/A

What is UpSlide?

UpSlide is a customizable add-in for Microsoft Office that enables finance professionals to streamline their document creation and management.

Choose from over 60 features to help you build and distribute flawless, brand-compliant reports in less time. Notable features include the Excel to PowerPoint or Word Link, Power BI to PowerPoint or Word Link, Content Library, Slide Check, Smart Format, and Modelling features.

Professionals in 60+ countries save up to 12 hours per month in Excel, Word, PowerPoint, and Power BI. Notable clients include HSBC, Mazars, BNP Paribas, UniCredit, and KPMG.

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Overview of UpSlide Benefits

All UpSlide features are designed to help you boost productivity, ensure global brand consistency and guarantee compatibility and security in Microsoft Office.

Boost productivity in Microsoft Office

UpSlide’s Excel to PowerPoint or Word Link is the most reliable way to link tables, charts, and text from Excel to PowerPoint and Word. Even when you have moved, renamed, duplicated, or made changes to the Excel source file, one click is all it takes to update the linked text, tables, and charts in your document.

You can also link your Power BI visuals to PowerPoint or Word to tell more inspiring stories with your data.

Ensure brand consistency in all documents produced

Give everyone in the business instant access to branded and up-to-date content with UpSlide’s Content Library. Teams can instantly source compliant presentations, slides, logos, images, paragraphs, CVs, workbooks, tables, charts, and more – directly within PowerPoint, Excel, or Word. Plus, it works even when you’re offline.

Plus, with UpSlide’s Smart Format, you can apply one-click formatting to any tables or charts in Excel.

Guarantee compatibility and security in Microsoft Office

UpSlide is compatible with Microsoft Office: 2013, Office 2016, Office 2019, and Office 365. The app works under Windows Vista, 7, 8, and 10 (x32 or x64). Plus, you can deploy it in Citrix environments.

UpSlide has a negligible impact on the machine. The vendor provides an .msi or .exe for centralized deployment. Simply enter your email address to activate this app and access its menus and buttons directly in Word, Excel, and PowerPoint.

UpSlide does not, and will never, require access to your data, its ownership and control mechanisms remain within your organization.

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Overview of UpSlide Features

  • Excel to PowerPoint and Word Link
  • Content Library
  • Apply brand formatting
  • Slide Check
  • Slide Converter
  • Dynamic Tombstones and Bios Library
  • Table of contents
  • Create complex charts
  • Design tools
  • Smart track
  • Autocolor
  • Clean workbook
  • Generate audit reports
  • Reliable security

What Problems Will UpSlide Solve?

Case #1: “We chose UpSlide for two reasons; The first reason is that in our job we always need to present documents to our prospects and clients so UpSlide helped us adapt our presentations and industrialize our processes. As a result, our analysts can now work faster when they prepare these presentations. The second reason why we chose UpSlide is that the setup was really perfect – we were able to fully customize UpSlide to our needs, our visual identity and to our way of working. Finally, from a qualitative point of view, we are now doing better with fewer resources which is the main quick win related to UpSlide when used by a company.” – Marc Sabate, In Extenso Deloitte

Case #2: “I’m in the Management Control Department in charge of central reporting and management control. In our day to day life we use a lot of presentations and Excel files so we need a tool that will be efficient and user friendly so we can all use it. The implementation process with UpSlide was great, it took around a month with lots of back and forth to make sure the tool met our needs. We always use UpSlide to create our official presentations, as we save so much time because we can refresh, charts and presentations each time there is an update. We can also harmonize our presentation – to make sure it is on time with live and reliable data.” – Tram Anh-Vu, LVMH

Case #3: “One of the objectives of my work is to provide our bankers with tools to help them interact with existing and future clients more effectively. After 2 years of benchmarking we decided to choose UpSlide because UpSlide’s value for money spoke for itself. Everyday UpSlide’s teams are on our side to understand our needs and solve any issue that might arise. We can really count on them on a daily basis. In our past we merged with other private banks which had their own visual identities, so the tool provided by UpSlide helped us create, deploy and strengthen a unique visual identity.” – Arnaud Roux, Neuflize

UpSlide Position In Our Categories

Knowing that businesses have unique business-related wants, it is reasonable they avoid seeking an all-in-one, ideal system. Needless to say, it would be difficult to try to come across such application even among branded software systems. The better step to undertake is to tabulate the numerous key aspects which merit research including major features, plans, skill levels of the users, organizational size, etc. Next, you must perform your product research to a full extent. Read some UpSlide evaluations and look into each of the solutions in your shortlist in detail. Such well-rounded research ensures you weed out ill-fitting apps and buy the system that delivers all the function your business requires.

Position of UpSlide in our main categories:

TOP 500

UpSlide is one of the top 500 Collaboration Software products

Every company has different requirements and requires an application that can be personalized for their size, kind of staff members and buyers, and the specific industry they are in. For these reasons, no software can provide perfect features off-the-shelf. When you search a software app, first be sure what you require it for. Read some UpSlide Document Management Systems reviews and ask yourself do you need basic tools or do you need sophisticated tools? Are there any industry-specific features that you are searching for? Get the answers to these queries to aid your search. There are plenty of aspects that you need to reflect on and these include your finances, specific business needs, your company size, integration requirements etc. Take your time, try out a few free trials, and finally choose the system that presents all that you want to improve your company effectiveness and productivity.

How Much Does UpSlide Cost?

UpSlide Pricing Plans:

Free Trial

UpSlide Plan

by quote

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What are UpSlide pricing details?

UpSlide Pricing Plans:

Free Trial

UpSlide Plan

by quote

Reach out for a customized offer.

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We know that when you choose to purchase a Document Management Systems it’s crucial not only to learn how professionals rank it in their reviews, but also to discover if the real people and enterprises that bought this software are indeed happy with the product. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and UpSlide reviews across a wide range of social media sites. The information is then displayed in an easy to digest format revealing how many customers had positive and negative experience with UpSlide. With that information at hand you will be prepared to make an informed business decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

  • English
  • German
  • Spanish
  • French
  • Dutch
  • Portugese
  • Polish

Pricing Model

  • Monthly payment
  • One-time payment

Customer Types

  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for UpSlide?

UpSlide is an add-in for Microsoft Word, Excel, PowerPoint and Power BI. We also integrate with Dynamics 365 and Getty Images. 

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Jenny Chang

By Jenny Chang

Jenny Chang is a senior writer specializing in SaaS and B2B software solutions. Her decision to focus on these two industries was spurred by their explosive growth in the last decade, much of it she attributes to the emergence of disruptive technologies and the quick adoption by businesses that were quick to recognize their values to their organizations. She has covered all the major developments in SaaS and B2B software solutions, from the introduction of massive ERPs to small business platforms to help startups on their way to success.

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