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Panorays Trust Center

Updated over 3 weeks ago

The Trust Center lets you share a ready-made security profile with potential customers. Share your security, privacy, and compliance info onceβ€”and save your team from answering repetitive questionnaires. It speeds up your sales process and shortens your sales cycle.


πŸ”Ή Access Your Trust Center

  • Click the building icon β†’ Trust Center to view or edit.
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πŸ”Ή Build Your First Trust Center

  1. Pick categories from the left-hand menu.
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  2. Customize based on your preferences.
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  3. Panorays pre-fills publicly available info to save time.
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πŸ’‘ Pro tip: Create multiple Trust Centers for different use cases via the dropdown β†’ New Trust Center.


πŸ”Ή Add Links or Files

  • Insert a link: Click Insert β†’ Save
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  • Upload a file: Select your file β†’ Save. When uploading a PDF, you can flag it with 'Allow Downloads' so the viewer will be allowed to download the file
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πŸ”Ή Edit or Remove Sections

  • Edit section: Click it β†’ pencil icon
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  • Remove section: Click it β†’ trash icon
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  • Edit/remove subsection: Click pencil icon β†’ hover over subsection β†’ remove
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πŸ”Ή Collaborate With Colleagues

  • Click Invite Collaborator (bottom left) to work together on a Trust Center
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πŸ”Ή Add an NDA

  • Click Add NDA in the top-right corner once your Trust Center is ready
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πŸ”Ή Share Your Trust Center

  1. Click Share (top-right corner). There are two private sharing options:

  • Send to a specific email address of the contact person at the company

  • Generates a company's private link
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  1. Optional: Set an expiration date & request NDA, the default is 30 days.
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  2. Optional: Create a public link for external sharing or your website
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πŸ“§ You’ll get an email when someone views your Trust Center for the first time.


πŸ”Ή Salesforce Integration

  • Integrate your Trust Center with Salesforce for your sales team
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  • Contact your Customer Success Manager or [email protected]
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πŸ”Ή Track Engagement

  • Click dropdown β†’ Track Engagement
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  • See all shared Trust Centers, including:
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    • Date shared
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    • NDA status
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