Case Study: Kore.ai saves hundreds of hours on order forms with Portant

Kore.ai saves hundreds of hours each quarter with Portant

Kore.ai, a growing company, faced significant challenges with its order form process. Its sales representatives each created their own unique documents, leading to inconsistent terms, missing information, and a lack of legal approval. This chaos resulted in constant rework for the legal and finance teams, creating frustration and inefficiency across the organization.

To solve this, Kore.ai implemented Portant to create standardized, pre-approved order form templates. This solution ensured consistency and accuracy for every type of sale, eliminating the need for legal to chase down approvals or correct errors. By using Portant, Kore.ai saved hundreds of hours each quarter, allowing its sales, legal, and finance teams to focus on more strategic work and contributing to substantial soft dollar savings.

Kore.ai