Name: UpSlide
Author: UpSlide

Help Desk

Web and Video Conferencing

Customer Support

PHP Frameworks

Virtual Reality

Development

Academic Advising

Classroom Management

Learning Management

Online Learning

Education

Business Intelligence (BI)

Collaboration

VoIP

Workspace Planning

Enterprise

Accounting

Digital Banking

SaaS Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Diversity, Equity, and Inclusion (DEI)

HR Management

Leadership Development

Payroll

Professional Employer Organizations (PEO)

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Business Internet Service Providers (ISPs)

Change and Configuration Management

Cloud Storage

Configuration Management Databases

Data Masking

Fraud Detection

High Availability Cluster

Incident Response

Infrastructure-as-a-Service

Integration Platform as a Service (iPaaS)

IoT Security

Log Management

Network Performance Monitoring

Storage as a Service (STaaS)

Threat Hunting

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Data Management

Email Deliverability

Email Marketing

Marketing Automation

Retail Media Advertising

SMS Marketing

Social Media Management

Survey & Forms Building

Swag Management

Video

Web Analytics

Marketing

Field Service Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Gamification

Sales Performance Management

Sales

Intrusion Detection

Security

Aviation

Direct Secure Messaging

Fleet Management

Geographic Information

Legal Billing

Membership Management

OSS/BSS (Operations Support/Business Support)

Online Voting

Real Estate

Rental Property Management

Vertical-Specific

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### Document Generation
Users have expressed mixed feelings about UpSlide's document generation capabilities. While some appreciate the ease of creating data links and updating slides in PowerPoint, others have encountered challenges with formatting when linking to Word. The ability to link critical data from Excel to Word templates has been highlighted as a time-saving feature, although some users have reported minor bugs such as broken links. Despite these drawbacks, UpSlide seems to offer valuable functions for maintaining consistency in formatting and data transfer between Microsoft programs.

### Efficiency Tools
Users appreciate UpSlide's efficiency tools for their ability to quickly create custom-formatted tables, extract graphs and tables from Excel to PowerPoint, and convert number signs and units with ease. The integration with Microsoft programs and the export and update function between Excel and PowerPoint are highlighted as particularly useful features. While some users have noted minor issues with formatting when linking to Word and occasional crashes with the workbook clean-up tool, overall satisfaction with the efficiency tools remains high. The consensus is that UpSlide's efficiency tools play a valuable role in improving workflow efficiency and saving time on routine tasks.

### Task Automation
Users generally appreciate UpSlide's efficient functions and integration with Microsoft programs. When it comes to task automation, reviewers have highlighted the ease of creating custom-format tables, extracting graphs and tables from Excel to PowerPoint, and converting number signs and units swiftly. The ability to update and export between Excel and PowerPoint is seen as a significant time-saver. However, some users have noted that the individual "refresh" function in PowerPoint can be time-consuming compared to other UpSlide functions.

UpSlide has proven to be an invaluable tool for users looking to streamline their PowerPoint reporting process. With UpSlide, updating charts accurately becomes a breeze, saving users valuable time and ensuring version control. Inconsistent data transfer and formatting between applications are no longer a concern, as UpSlide solves this problem by guaranteeing consistent formatting of tables and formats across PowerPoint reports. Users have reported an improvement in modeling speed and productivity, particularly during updates to models and reports, thanks to the valuable shortcuts provided by UpSlide. 

One of the most appreciated aspects of UpSlide is its ability to fill the gaps in features that Microsoft Office lacks. It enhances user productivity by providing quick fixes, layout planning assistance, and tools that enable users to produce visually enhanced presentations with a modern and cleaner aesthetic. Users rely heavily on UpSlide's Slide Check feature, which ensures the quality and consistency of presentations by offering helpful tools like table of contents, paragraph updating, and table updating between PowerPoint and Excel. By solving business problems such as brand inconsistency, lack of brand control, manual layout planning, and time-consuming reformatting tasks, UpSlide allows users to complete their work more efficiently and allocate more time to critical tasks within the business.

Time-saving tool: Many users have found UpSlide to be a time-saving tool that eliminates human errors when transferring critical data from Excel to Word templates. This feature has been praised by multiple reviewers for its ability to save time and streamline the process.

Efficient slide updating: Reviewers have appreciated the ability of UpSlide to link and update slides in PowerPoint presentations, saving them hours of work. The feature of updating all slides at once has been particularly useful, as mentioned by several users.

Seamless integration across Microsoft programs: Users have highlighted the seamless integration of UpSlide with Excel, Word, and PowerPoint without compromising the desired format. They also appreciate the helpful shortcuts and tools provided by UpSlide, such as fast fill right and down, which streamline their work.

1. Glitches and Errors: Some users have reported occasional glitches and errors while using UpSlide, including broken links, library loading issues, and difficulty navigating to specific links with issues. They have suggested the inclusion of a feature that allows for quick navigation to these errors.

2. Linking Issues: Users have mentioned experiencing glitchy linking when working with Excel files in UpSlide. This includes difficulties unlinking or linking to similar tabs, as well as challenges in keeping up with changes made to the Excel file within UpSlide.

3. Limited Features and Navigation: Several users have found it difficult to navigate through UpSlide's features and templates, feeling overwhelmed by the software's extensive functionality. Additionally, they compared UpSlide to alternatives on the market and expressed that they believe other options offer better features.

UpSlide is a powerful add-in software designed for financial and professional services firms to streamline their document creation and management processes. It offers 60 features that help professionals save time, enhance productivity and ensure global brand consistency. With UpSlide, users can build flawless reports in less time without compromising quality or accuracy.

UpSlide's Excel to PowerPoint or Word Link feature allows users to link tables, charts, and text from Excel to PowerPoint and Word with just one click. This reliable feature ensures that linked text, tables, and charts are updated automatically even when changes have been made to the Excel source file. The Content Library feature gives all employees instant access to branded presentations, logos, images among other things within PowerPoint, Excel or Word ensuring easy collaboration between team members.

In addition to Slide Check which enables audit of documents with ease in identifying errors such as outdated content amongst others while applying automatic fixes where necessary; Power BI integration on UpSlide helps users leverage Power BI reports seamlessly in creating inspiring stories behind data projection effort by importing it into presentations via PowerPoint or Word. Lastly, Smart Format ensures branding compliance through its ability to apply graphic charter instantly across various contents of excel spreadsheets thereby eliminating the need for manual formatting efforts per occasion ultimately leading towards enhanced productivity levels at work.

UpSlide, headquartered in Paris, offers software that helps users work better in Microsoft Office, supporting creativity through its tool suite. UpSlide helps produce high-quality reports and presentations faster in PowerPoint, Excel, Word and Power BI. UpSlide boasts users among 600+ teams across 60 countries.

Basic - Free

Basic - Plus

Individual - Standard

Individual - Plus

Individual - Premium

Students & Educators - Basic

Students & Educators - EDU Plus

Students & Educators - EDU Teams

Business - Plus

Business - Premium

Business - Teams

PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.

Starter

Business

PandaDoc

UpSlide

Document generation or creation software enable the creation, editing, customization, and sharing of text-based files to create a range of documents such as contracts, notes, legal documentation, proposals, forms, and reports. These tools typically include dynamic templates, versioning, integration with content producing applications, analytics, workflow, and sometimes electronic signature.

Document Generation

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

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Document Generation Software

UpSlide

Overview

What is UpSlide?