XTM Cloud v 13.0

Customer Editor — Estimate factors

In the Customer > Estimate factors you can set the factors that are used to automatically calculate the cost and duration estimates for the customer.

Setting Estimate factors for a Customer
  1. Select the Customers tab you see a list of all the active customers in the system.

  2. Select the context-menu icon bars-solid.png next to the customer's name. Select Estimate factors.

    The factors are:
    • Base cost per page

    • Base cost per word

    • Base cost per character

    • Base pages per day

    • Base words per day

    • Base characters per day

    • Minimum word count

    • Minimum character count

    • Minimum charge

    • Minimum charge on discount

    • Calculate estimates per page

    • Currency

    • Calculation method

    • Work schedule

    • Rounding point

    • Paying VAT

    • Project management fee

    • Project discount days factor

    • Project discount price factor

    • Factors for the number of copies

    • Speed factors – Premiums. There are three levels which become progressively faster and more expensive.

    • Metrics factors for all the different types of matching.

    • Price and duration factors for additional steps in the workflow

    • Actual price or factors for document authentication

For more information about the estimate factors check Project Editor - Estimates.