Discover our latest report Investment Banking Software 2024: Challenges, Trends and Strategies

Template Management

Provide easy access to automated, branded templates from within your business’ most-used Microsoft 365 applications.

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.

 

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.

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

Ensure company-wide brand consistency

Need quick access to slides and visuals?

Spending too long formatting PowerPoint slides?

Our Microsoft 365 expertise

13+ years

helping teams work better in Microsoft 365

98%

average renewal rate

Frequently asked questions

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.

The best document automation solution

Visuals showing global brand compliance
Visuals showing global brand compliance