# UpSlide Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about UpSlide Software - reviews, pricing plans, popular comparisons to other Document Management products and more.

Source: https://www.capterra.com/p/163924/UpSlide

---

# 

 UpSlide Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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How Capterra ensures transparency

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

UpSlide

## What is UpSlide?

UpSlide is the leading all-in-one document management add-in for Microsoft Office. We specialise in supporting financial and professional services firms across the globe. Our 65+ features empower professionals in 60+ countries to build and distribute flawless, brand-compliant pitchbooks and reports in less time. Our easy document management tools save users 12 hours on average per month in Excel, Word, PowerPoint and Power BI.

## What is UpSlide used for?

[Document Management](https://www.capterra.com/document-management-software/)[Document Generation](https://www.capterra.com/document-generation-software/)[Enterprise Content Management](https://www.capterra.com/enterprise-content-management-software/)

Top alternative

Featured

Overall rating

Based on 9 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for UpSlide?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.upslide.net/&name=UpSlide)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### UpSlide

4.8 (9)

VS.

[4.7 (4,198)](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/reviews/)

Starting Price

Contact vendor

Starting Price

$19.99

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.9 (9)

Ease Of Use

4.6 (28,839)

Value For Money

4.4 (7)

Value For Money

4.3 (20,427)

Customer Service

4.8 (5)

Customer Service

4.3 (18,462)

## UpSlide alternatives

[4.5 (1,245)](https://www.capterra.com/p/131735/PandaDoc/reviews/)

Starting price

$19.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[Google Docs](https://www.capterra.com/p/160756/Google-Docs/)

[4.7 (28,916)](https://www.capterra.com/p/160756/Google-Docs/reviews/)

Starting price

$6.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/160756/Google-Docs/)

Highest Rated

[Google Drive](https://www.capterra.com/p/161425/Drive/)

[4.8 (28,478)](https://www.capterra.com/p/161425/Drive/reviews/)

Starting price

$7.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/161425/Drive/)

[Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)

[4.7 (17,548)](https://www.capterra.com/p/247901/Google-Workspace/reviews/)

Starting price

$7.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/247901/Google-Workspace/)

[View all alternatives](https://www.capterra.com/p/163924/UpSlide/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Document Generation

4.2 (6)

50.00% of 6 reviewers that rated this feature as important or highly important

Custom forms to streamline repetitious aspects of a document

Content Management

4.8 (4)

75.00% of 4 reviewers that rated this feature as important or highly important

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Access Controls/Permissions

4.7 (3)

66.67% of 3 reviewers that rated this feature as important or highly important

Define levels of authorization for access to specific files or systems

Collaboration Tools

4.7 (3)

33.33% of 3 reviewers that rated this feature as important or highly important

Provides a channel for team members to share media files, communicate, and work together

File Sharing

4.3 (3)

66.67% of 3 reviewers that rated this feature as important or highly important

Public or private sharing of digital files such as documents, audio/video, images, and more

Archiving & Retention

2.5 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

UpSlide 36 features

Define levels of authorization for access to specific files or systems

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Software's ability to perform similar action on multiple similar files simultaneously

Provides a channel for team members to share media files, communicate, and work together

Track and manage adherence to policies for any service, product, process, or supplier

Capability of a software or system to make decisions and perform actions based on specified conditions

Centralized repository to store content and assets

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Track, store, and access client contracts or licenses

Add customized logos and colors to align with company branding

Customize data fields to support various needs and use cases

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Automated or logic-based workflows that assist in the creation of electronic documents

Custom forms to streamline repetitious aspects of a document

Store, manage, and track all electronic documents in a centralized location

Review and analyze existing information across documents

Store and organize documents in a centralized system

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Create, save, and store files

Public or private sharing of digital files such as documents, audio/video, images, and more

Search for specific words or phrases within a document or database

Manage and support multiple languages

Ability of websites, web applications, or mobile applications to function without an active internet connection

Streamlining repetitive tasks and activities through automated and predefined workflows

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Search and filter data across systems to locate required information by entering keywords or certain criteria

Create, save, and re-purpose templates for emails, forms, etc.

Sample files or documents that could be customized as needed or used as is

Set up connections to third-party platforms to improve business processes

Track revisions and updates made to files and navigate between different versions

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.4 (9)

4.4

Based on 9 reviews

## Pricing

Value for money

4.4 (7)

### Starting price

Contact vendor  
for pricing

Free trial  
available

Value for money

4.4 (7)

4.4

Based on 7 reviews

## Integrations

[

Microsoft PowerPoint](https://www.capterra.com/p/141633/PowerPoint/)[

Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[

OneDrive](https://www.capterra.com/p/161304/OneDrive/)[

Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[

Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)[

Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[

Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/)[

Pitchly](https://www.capterra.com/p/151099/Pitchly/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.8 (5)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.8 (5)

4.8

Based on 5 reviews

## User reviews

Overall rating

4.8

Based on 9 reviews

Filter by rating

5(8)

4(0)

3(1)

2(0)

1(0)

Mentioned topic

Sorted by most recent

KW

Kelly W.

Porter

Facilities Services

### "Upslide is wonderful"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

May 5, 2025

Pros

It is time-saving as well as help to minimize errors.

Cons

I can not think of any cons about upslide.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

May 6, 2025

Hello. We really appreciate you taking the time to leave this review and are so pleased to hear the impact UpSlide is having.

RF

Riccardo F.

Managing Director

Financial Services

### "Great product"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

June 26, 2024

Pros

Easy to use, easy to customize, great customer service

Cons

Some more options for charts could be a good upgrade

Switched from

[Grunt](https://www.capterra.com/p/238129/Grunt/)

not satisfied with offered functions and customer service

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

KS

Kathryn S.

Head of International Marketing

Financial Services

### "\[sensitive content hidden\] - 10 out of 10"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 10, 2024

Pros

\[sensitive content hidden\] has been an absolute rock on what was, and still is, one of the most important workstreams in a project worth £1m+. If the PPT / UpSlide workstream failed / fails, it had / has the potential to skew the entire success of the project and \[sensitive content hidden\] has navigated that pressure and challenge with aplomb. She has guided me through the process from start to finish (well, will it ever be finished!) and having started with very little understanding as to the full capability of UpSlide, I now feel educated and empowered to talk to my team about it. \[sensitive content hidden\] is patient (she's had to be with me!) and never makes you feel like a question is a silly question. I know it is a team effort, but for me \[sensitive content hidden\] has been the stand-out team member. Ready to take calls, always responsive on emails - just there with you - it's hard to capture, but anybody managing a project with multiple workstreams will understand the comfort that brings. Thank you \[sensitive content hidden\]. Onwards, upwards, and forwards!

Cons

Once I had a complete understanding of UpSlide and all its functions and features I immediately saw the benefit to the business and our employees.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AB

Amit B.

Manager

Real Estate

### "User friendly software"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 21, 2024

Pros

Good and saves time in doing repetitive work

Cons

Nothing as such

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

LB

Louise B.

Analyst

Financial Services

### "Bon outil, gain de temps garanti "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

January 26, 2024

Pros

Outil très facile d’utilisation, qui permet de gagner du temps dans la réalisation de slides Une note particulière pour les exports de données excel vers PowerPoint qui permet une fiabilité forte

Cons

Rien à signaler, très bon outil facile d’utilisation

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AU

Anonymous User

System & Operations Manager

Real Estate

### "Time Saver! "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

May 14, 2023

Overall very positive, the customer service is excellent and we feel that the implementation of UpSlide allows us to focus on other tasks at hand.

Pros

UpSlide allows us to link critical data from Excel to our Word templates. Not only does it save us time due to the volume of data that needs to be transferred, but it also eliminated human error.

Cons

Small bugs such as sometimes a link can break or the library doesn't load, although it seems these have ben resolved in recent updates.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

June 21, 2023

Dear user, Thank you for your positive feedback and for choosing UpSlide. We're glad to hear that our customer service has been excellent and that UpSlide has helped you save time and eliminate human error. We're also happy to read that the issues you experienced are solved. Regarding the Library, we recently worked on improving performance, and we continue monitoring any loading issues to ensure a seamless experience. Please get in touch with our support should you need any assistance with the library, the link, or anything else. Best regards, Elena from the Product team

JH

Jessica H.

Homemaker

Arts and Crafts

### "Just an artist"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

7/10

April 23, 2021

Overall I was satisfied with my experience with upslide.

Pros

It is easy to use software with a fairly straightforward interface. It operated smoothly and I was satisfied.

Cons

The software has many features that I will likely never use let alone navigate through.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

June 15, 2023

Dear Jessica, Thanks for your feedback, and apologies for the delay in responding. Please do not hesitate to get in touch should you have any more feedback. Best regards, Elena from the Product team

TD

Thomas D.

Head Hunter

Human Resources

### "Ok, but not great"

3.0

Overall Rating

3.0

3.0

Ease of Use

4.0

4.0

Features

3.0

3.0

Customer Service

0.0

0.0

Likelihood to Recommend

2/10

July 3, 2020

Pros

Nice user interface and some nice features

Cons

The features are not the best compared to some alternatives, while the software is on the contrary maybe the most expensive

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

June 15, 2023

Dear Thomas, Apologies for the delay in answering, and thanks for taking the time to write a review. We're sorry to hear you didn't have the best experience with our features. We are constantly improving our offerings based on user input, we would love to hear your specific feedback on the features you're interested in. This will help us enhance them further. Best regards, Elena from the Product team

CP

Corina P.

Analista de Garantias

### "A wonderful platform for large companies."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

0/10

March 30, 2018

Pros

\* It is a system created to optimize the way presentations of office packages are currently used, since it generates higher visual quality files with a large number of updated templates and designs. \* Increase the capacity of work within the organization, since its processes of creation of tasks is automated, which makes the time of human capital more profitable. \* Being a cutting-edge platform, it keeps the content of the shared libraries within the organization updated making all the commercial growth material easier to access. \* It has an excellent system of identification and marking of documents and important aspects for a greater ease of reviewing the content. \* One of the best features is that its price, which is quite accessible given the productivity, feasibility, rapids, increase of work capacity, as well as the feasibility and efficiency of presentation of results within the companies.

Cons

This as all major software is not allowed to have erroes or negative comments, which shows that your application opmizacion study is quite high to maintain the liking of users and as a safe bet within your organization.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

June 15, 2023

Dear Corina, Apologies for the delay in responding. Thank you for your positive feedback, we're glad you find UpSlide useful! Best regards, Elena from the Product team

[View all Reviews](https://www.capterra.com/p/163924/UpSlide/reviews/)

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Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)