--- title: "UpSlide Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about UpSlide Software - reviews, pricing plans, popular comparisons to other Document Management products and more." source_url: "https://www.capterra.com/p/163924/UpSlide/" page_type: "product" language: "en" --- # UpSlide Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 15, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[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 \- ### Starting price 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) ## UpSlide Overview Updated September 2026 AI summary UpSlide supports businesses of all sizes with document management, generation, and enterprise content management capabilities. It offers features such as customizable templates, version control, workflow management, and collaboration tools, along with options like document automation and API access. UpSlide is available via cloud, web-based, and Windows deployments, catering to diverse document creation and storage needs. ## 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 (4,262)](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 (29,113) Value For Money 4.4 (7) Value For Money 4.3 (20,667) Customer Service 4.8 (5) Customer Service 4.3 (18,698) ## UpSlide alternatives [4.5 (1,259)](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 (29,190)](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 (28,616)](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 (17,702)](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/) ## FAQs about UpSlide Overview ### What company size and specific industries is UpSlide built for? UpSlide is designed for mid-market and enterprise organizations in finance-related sectors, including investment banking, corporate finance, private banking, asset management, wealth management, private equity and venture capital, banks, and advisory firms. It is also used by controlling, reporting, marketing, and internal audit teams within these companies. Features and Usability ### What are the key features of UpSlide? UpSlide offers document automation and document generation, along with document management, document review, and document storage. It also includes workflow automation, workflow management, templates, customizable fields, version control, file sharing, access controls/permissions, reporting & statistics, and third-party integrations for handling content and collaboration. Integrations ### Which third-party tools and platforms does UpSlide integrate with? UpSlide connects natively to Microsoft Excel, Microsoft Outlook, Microsoft Power BI, Microsoft PowerPoint, Microsoft SharePoint, Microsoft Word, OneDrive, and Pitchly. These integrations cover Microsoft Office, cloud storage, and business intelligence workflows, giving teams direct compatibility with the core tools used for document creation, sharing, and reporting. Getting Started and Support ### What training and onboarding options does UpSlide offer? UpSlide provides in person training, live online sessions, webinars, documentation, and videos. In person training and live online sessions support guided instruction, webinars present scheduled group learning, documentation offers written reference material, and videos provide self-paced visual guidance for setup and feature use. Getting Started and Support ### What customer support options does UpSlide offer? UpSlide provides Email/Help Desk, FAQ/Forum, Phone Support, and Chat. No reviewer feedback about support experience is available in the catalog data, so user sentiment on response times, helpfulness, or common frustrations is not described here. ## Features AI summary Based on 32,025 Document Management reviews Capterra reviewers highlight these as the features buyers value most when comparing document management software: - **Secure Data Storage** (**56%** of reviewers rated this feature as critical) - **Document Storage** (**51%**) - **File Sharing** (**49%**) UpSlide includes **Document Storage** and **File Sharing**, giving teams a way to keep files organized and distribute documents more easily across stakeholders. However, it does not offer **Secure Data Storage**. Instead, it provides **Data Import/Export** (**44%**), which can support document movement between systems and make records easier to access in different workflows, helping businesses manage files efficiently and keep collaboration moving. Document Storage 4.5 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system 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 Data Import/Export 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Import and export data to and from software applications 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 UpSlide 36 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Conditional Logic: Capability of a software or system to make decisions and perform actions based on specified conditions - Content Library: Centralized repository to store content and assets - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Contract/License Management: Track, store, and access client contracts or licenses - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - File Management: Create, save, and store files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Full Text Search: Search for specific words or phrases within a document or database - Multi-Language: Manage and support multiple languages - Offline Access: Ability of websites, web applications, or mobile applications to function without an active internet connection - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: 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 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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. AN 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.