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TEMPLATES AND TABLE OF CONTENTS

Create Quality Deliverables at Speed With On-Brand Templates and Automated Table of Contents

Teams can move rapidly while keeping branding, page numbers, and breadcrumbs consistent, thanks to templates and table-of-contents automation built into Microsoft 365.

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Deliver Faster

Teams spin up high-quality decks rapidly and spend time on insights – not copying old slides or building TOCs.

Raise Quality Standards

Well-structured, brand-compliant pitchbooks, due diligence reports, and fund materials become the default globally.

Adapt Effortlessly

When slide titles change or content moves around, UpSlide ensures the breadcrumbs, page numbers, and reminders stay perfect.

KPMG logo displayed against a background of vertical lines.
PwC logo.
Deloitte logo. UpSlide for BDA Partners uses Deloitte.
Cushman & Wakefield logo
Rothschild & Co logo featuring a bundle of arrows, relevant to outlook signature manager solutions.
PKF logo featuring a stylized circular graphic and the company name.
Greenhill tombstone logo for Mizuho M&A Restructuring.

Admin-Friendly For Effortless
Content Management

Intuitive Library Structure

Organize libraries to fit your workflows or the structure of your documents. Finding the right content feels intuitive for everyone.

Built-In Feedback

Notify users about new updates. They can suggest changes or flag issues via M365, so your content’s always fit for purpose.

Effortless Global Updates

Use tags to quickly find content that needs reviewing. Update tombstones, bios, and slide content everywhere, instantly.

How Teams Build Client-Winning Deliverables in UpSlide

Presentation templates with Core, Client, and Sub Brand options. "Click here to add a title" text is visible.

Access Standardized Templates from the Microsoft 365 Ribbon

Automated templates customized to your brand are embedded directly in PowerPoint, Word, and Excel, so teams use them instinctively. Approved layouts, fonts, colors, and logos are the default – even when teams are starting from scratch.

Use Standardized Templates for Every Scenario

Users can switch between templates for different document types, teams, sub-brands, or clients effortlessly. Assign templates to particular user groups within your business to put the most relevant content at their fingertips.

Create a PowerPoint Table of Contents in One Click

Insert an agenda slide, sections, and subsections instantly to create structured, on-brand presentations. Whenever you rearrange your slides or add new ones, click refresh to update your TOC, page numbers, and section titles.

Customize Your PowerPoint Table of Contents for Maximum Clarity

Depending on your team’s needs, they can select whether to add or hide page numbers, footers, and breadcrumbs in your PowerPoint Table of Contents settings. All updated automatically whenever your deck structure changes.
M&A strategy agenda slide with "Transaction Structure and Integration" section creation.
Revenue analysis graph with breadcrumbs feature enabled.

Keep References Accurate

Make it easy for clients to navigate to key information – even when you reorder your source slides. Dynamic cross-references make it easy to link your executive summary to your detailed analysis,or your high-level narrative to your appendix.

Generate an AI Glossary in Seconds

Say goodbye to spending hours manually building or updating glossary slides. Use UpSlide’s context-aware AI to generate an alphabetized glossary slide for abbreviations, customized to your graphic charter.
Greenhill tombstone logo for Mizuho M&A Restructuring.
Before UpSlide, an analyst would have to update all page numbers or display reminders. A vice president would then need to go back and check their work. With UpSlide, however, we’re able to update all of that content in one click with the Table of Contents feature.

VP, Greenhill

Read Greenhill's Story
Clarksons logo in dark red, featuring the company's name and a stylized wave design.
We now have company-branded slide decks, templates, images, icons and assets stored in one centralized place that are readily available for our teams to use.
Smiling woman in office setting. Managing an Outlook signature manager.

Samantha Cottle, Marketing Director, Clarksons

Read Clarksons' Story
BDA Partners logo
UpSlide has been useful in saving everyone’s time. Accessing standardized templates and a centralized Content Library has helped us collaborate better – especially on cross-border projects.
Professional Asian woman smiling in a business setting.

Yuiko Kawabata, Operations Manager, BDA Partners

Read BDA Partners Story
Cambon partners logo

We used to spend 3 hours creating and updating our PowerPoint Table of Contents. Now we do it in one click.

Professional woman smiling, possibly related to PowerPoint template management.

Oriane Benveniste Profichet, M&A Director, Cambon Partners

Read More Client Stories

Structure Your Message With No Manual Formatting

Table of Contents

Insert a fully branded, automated TOC that updates automatically as sections move or evolve.

Section Titles

Generate perfectly formatted, branded section divider slides, aligned to your firm’s branding.

Breadcrumbs

Keep readers oriented with dynamic section tracking across your entire deck.

Cross-References

Link within your deck with dynamic slide references that automatically update when slides move.

Reminders

Add prompts to guide readers and contributors through your narrative.

AI Glossary

Generate a perfectly formatted, alphabetised glossary slide in seconds – with AI that understands context and applies your brand styling automatically.

Footnotes

Add and manage footnotes consistently across slides, maintaining professional formatting.

Endnotes

Centralize references at the end of your deck with automated numbering and alignment.

Build Branding Into
Every Detail

Templates and TOC are the beginning. Now automate every aspect of brand compliance – from arranging the first slides to spotting inconsistencies in the final draft.

Explore Brand Compliance
Slide check tool highlighting misalignment on a presentation slide. Fix button shown.

Structured. On-Brand. Ready to Send.

Discover how automated templates and navigation help leading financial services companies work faster – and still deliver high-quality documents.

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FAQs

Can I Build a Pitch Deck Template in PowerPoint?

UpSlide’s Template Management features allow you to create a pitch deck template along other finance PowerPoint templates, and save it within PowerPoint. You can then build full pitch decks from scratch, and distribute the template to your teams in PowerPoint for guaranteed efficiency and consistency.

How Can I Build a Finance PowerPoint Template?

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.

Do Templates Come with PowerPoint Sections and Subsections?

Yes. Every UpSlide PowerPoint template comes with a built-in automated table of contents. UpSlide allows you to insert PowerPoint sections and subsections that will update automatically within your agenda slide.

How Does this Compare to Native Microsoft Functionality?

We built UpSlide features to answer the specific needs of financial services 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.

What Happens When I Add a Section to a Presentation with UpSlide’s Table of Contents?

Native PowerPoint allows you to organize slides into sections by right-clicking between slides and choosing the “Add Section” button. This will then separate your deck into distinct sections.

With UpSlide, once a PowerPoint section is added to your presentation, it will automatically populate within your agenda slide. The agenda slide will update whenever you refresh all sections and subsections in PowerPoint.

How Do I Add a New Section to My Presentation?

Within native Microsoft 365, you can right-click between slides and select the “Add Section” button. This will then create a section within your deck.

With UpSlide, you can find the control to add a section to your presentation at the top-left of your UpSlide ribbon.

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 with us, and our team will be happy to give you a personalized quote.

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.