Streamline Document Creation with UpSlide's Template Management

Provide easy access to automated, branded templates from within your business’ most-used Microsoft 365 applications with UpSlide's template management features.

Easily Manage
Microsoft Templates

Centrally manage, update and distribute templates company-wide in seconds.

Strengthen Your Corporate
Brand Identity

Standardize templates, fonts and styles across all your
business deliverables.

Empower Teams to Build
High-Quality Documents

Streamline document creation with access to automated, brand compliant templates.

Access Standardized Templates for Every Scenario

Embed automated, customized templates into Excel, PowerPoint and Word, giving teams the tools to build better documents faster.

Whether it’s a pitch deck template, or for due diligence reports or internal memos, UpSlide’s template management add in gives your teams full access to standardized finance presentation templates within their PowerPoint ribbon.

Manage Company-Wide Templates More Effectively

Easily rename, move, or edit all your Microsoft templates via a user-friendly pop-up, then distribute changes within a few clicks.

Choose to assign templates to particular user groups within your business – providing teams with the most relevant content at their fingertips.

Optional Module

Create High-Impact, Dynamic Proposal Templates in Seconds

We now have company-branded slide decks, templates, images, icons and assets stored in one centralized place that are readily available for our teams to use.

Samantha Cottle, Marketing Director, Clarksons

UpSlide has been useful in saving everyone’s time. Accessing standardized templates and a centralized Content Library has helped us collaborate better – especially on cross-border projects.

Yuiko Kawabata, Operations Manager, BDA Partners

UpSlide allows us to focus on the most important parts of our jobs. It runs seamlessly in the background and is intuitive to use. UpSlide is so integrated into our processes now that you forget it’s even an add-in!

Aakash Kotak, Associate, Campbell Lutyens

Ensure Company-Wide Brand Consistency

Need Quick Access to Slides and Visuals?

Spending Too Long Formatting PowerPoint Slides?

Our Microsoft 365 Expertise

Frequently Asked Questions

Can I Build a Pitch Deck Template in PowerPoint?

UpSlide’s Template Management features allow you to create a pitch deck template along other finance PowerPoint templates, and save it within PowerPoint. You can then build full pitch decks from scratch, and distribute the template to your teams in PowerPoint for guaranteed efficiency and consistency.

How Can I Build a Finance PowerPoint Template?

Receive guidance from our in-house template management experts, who will help you every step of the way; from offering design expertise to integrating templates into the UpSlide ribbon.

Do templates Come with PowerPoint Sections and Subsections?

Yes. Every UpSlide PowerPoint template comes with a built-in automated table of contents. UpSlide allows you to insert PowerPoint sections and subsections that will update automatically within your agenda slide.

How Does this Compare to Native Microsoft Functionality?

We built UpSlide features to answer the specific needs of professionals working heavily in Microsoft 365. While Microsoft offers an array of brilliant native functionality, like their generic document templates, we offer more specialist, customizable features that are tailored to the finance industry. With UpSlide’s template management, you will ensure long-term brand compliance.

How Secure is UpSlide?

Leading financial firms trust UpSlide thanks to our stringent security measures. We successfully completed a System and Organization Controls (SOC) 2 Type II audit, reflecting our commitment to the highest standards of security, availability, processing integrity and confidentiality.

We perform a security audit of our code before every release, use automated and manual testing to ensure each version meets strict quality and security standards, and integrate vulnerability management tightly within our development processes. UpSlide also integrates within your infrastructure, enabling you to keep full control of it. Even if you choose to use a cloud source for your library content, we still have zero visibility of your data.

How Much Does UpSlide Cost?

UpSlide prices depend on the number of licenses you require, the options you want and your setup model. If you want to know how much UpSlide would cost for you, please get in touch and our team will be happy to give you a personalized quote.

Note: Proposal Wizard is an optional module and can be bolted on to any other UpSlide package.

Can I Get an UpSlide Trial?

As UpSlide is a completely customized solution, we tailor our technology to your unique needs and brand, so you get a high ROI. Therefore, we don’t typically offer free trials. However, we do recommend having a chat with one of our experts to discuss your challenges in Microsoft 365 to see how we can help you achieve your strategic goals.