Let me ask you something.

Have you ever been in a situation where your team is scrambling to put together order forms, each one different from the last, and you're just hoping legal doesn’t find something wrong?

Well, that’s exactly what Kore.ai was dealing with before they found Portant.

Here’s how they turned that chaos into order.

The Chaos: A Mess of Order Forms

Imagine this:

Kore.ai, a growing company with multiple sales reps, each creating their own order forms.

It was like the Wild West—no rules, no templates, just a bunch of different formats thrown together.

As long as the dollar amount matched, it went out to customers. You can probably guess what happened next.

Legal and finance were left cleaning up the mess. Every order form looked different, some with unapproved terms and conditions, and others missing crucial information altogether. No one was happy.

Sound familiar?

You’re not alone.

Richard Passavant, Kore.ai’s Vice President of Revenue Enablement & Operations, summed it up perfectly:‍

"It was all just chaos. No consistency, no approvals. Legal was always scrambling to catch up with whatever had been sent out."

Can you imagine the frustration?

Every deal felt like a gamble.

Would the order form be correct?

Would it get approved?

Would it hold up under legal scrutiny?

It wasn’t sustainable.

The Turning Point: How Portant Saved the Day

Then came the turning point—Portant. Kore.ai found a solution that would change the game. Portant gave them what they desperately needed: consistency.

Instead of sales reps creating random order forms with different terms and conditions, they now had standardized, pre-approved templates. Whether it was a direct sale, a reseller, or a distributor deal, every order form was accurate down to the penny and, most importantly, legal didn’t have to play catch-up anymore.

Here’s how Richard described it:‍

"We now have standard order forms for every type of sale. Legal no longer has to stress about chasing down approvals. Everything is set up correctly from the start."

This wasn’t just about tidying up a messy process—it was about creating a system that worked for everyone.

Sales reps didn’t have to worry about legal coming back to them with issues.

Finance didn’t have to rework numbers. Legal didn’t have to waste time rewriting contracts.

Everything was in place, right from the get-go.

Why Standardization Matters

Let’s break this down.

Why does standardization matter so much?

1. Consistency: Every order form looks the same, no matter who creates it. This means no surprises for customers, and no headaches for internal teams.
2. Accuracy: When you use a standardized system, you know the numbers are right. No more double-checking, no more going back and forth with legal to fix errors.
3. Efficiency: Time is money. When your team isn’t wasting hours on fixing mistakes or chasing approvals, they can focus on what really matters—closing deals and growing the business.

Kore.ai went from a disorganized, chaotic system to a streamlined, efficient one, and it’s all thanks to Portant.

The Numbers Don’t Lie

Let’s talk about the impact.

Before Portant, Kore.ai’s legal team spent countless hours cleaning up after the sales team.

Each order form had to be reviewed, rewritten, and approved—sometimes after it had already been sent to the customer.

That’s a lot of time and effort that could have been spent on more important tasks.

Now, thanks to Portant, those hours are being put to better use.

The sales team can focus on selling, legal can focus on bigger-picture projects, and finance isn’t stuck reworking numbers.

As Richard pointed out:‍

"It’s all soft dollars, but those really add up. Time saved is money saved."

And who doesn’t love saving money?

A Win for Sales, Legal, and Finance

With Portant in place, Kore.ai’s sales team isn’t bogged down by administrative tasks.

They can focus on what they do best—building relationships and closing deals.

Legal can rest easy knowing that every order form is correct, and finance doesn’t have to worry about chasing down missing information.

The whole company benefits from a smoother, more efficient process.

And the best part? It’s scalable.

As Kore.ai continues to grow, their standardized process will grow with them.

What Can You Learn from Kore.ai?

Here’s the takeaway:

If your team is struggling with inconsistent order forms, endless legal reviews, and a general sense of chaos, you’re not alone. But you don’t have to live like that.

Portant can help you standardize your process, save time, and ultimately, help your business grow.

Don’t let chaos rule your sales process.

Follow Kore.ai’s lead, and bring some order into your order forms.

Get started free below.

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