Proposal Wizard

Create high-impact, customized pitches and proposals in a matter of clicks. Ensure your pitchbooks, RFPs and presentations are consistent and brand-compliant.


Streamline your proposal building process to dramatically reduce turnaround times


Guarantee every proposal contains up-to-date, best-practice, impactful content

Brand consistency

Ensure clients receive perfectly branded, homogenous proposals from every team

Pull together content from multiple sources

The Wizard pulls together information from various, disparate sources on your behalf. So you can create a new proposal with up-to-the-minute information, without ever leaving PowerPoint.

Customize the Wizard to suit your needs

Tailor the Wizard’s fields so you can guide users from any department, business unit, or experience level through your process to build high-quality, bespoke proposals.

Watch the relevant content appear in seconds

From CVs to credentials, service descriptions or market overviews, your content is curated based on your selection, saving you time spent sourcing, organizing and formatting your materials.

Automate multiple text elements

Text such as your proposal name, contact information or confidentiality status is instantly inserted into the relevant places for greater personalization and maximum efficiency.

“A powerful and easy-to-use tool, UpSlide is used by 800 users in more than 50 countries by financial and tax advisors alike. It makes it easy to collaborate on international projects and ensure group-wide consistency.”

Théophile Redaud
M&A Senior Manager, Mazars

“Thanks to UpSlide our bankers can now rely on the Library to build customized client presentations. They have access to 250 branded, compliant slides. The design is flawless and the compliance of the content is ensured: everyone is satisfied!”

Yannick Fouillet
Digital Project Director, Natixis Wealth Management

“UpSlide is a clean and easy to use tool that allows to create delightful, highly professional and more eye-catching presentations.”

Ludovic Dubrana

Director, Hedging Strategy Development, AXA US

Boost productivity and create better documents with UpSlide