Tips to Set Up Your First Workflow
Mode 1: Create Approval Workflow Only
1.1. Add Static & Dynamic Recipients
1.3. Set Conditions for the Recipient
1.7. Add & Use Recipient Group
Mode 2 & 3: Generate & Send PDF/document only
2.1. How to generate a PDF/document
2.2. Common file template errors
2.3. Send PDF/documents to recipients
2.4. Send PDF/documents to respondents
3.1. Combine Modes – Setup File Template
3.2. Combine Modes – Add recipients
Email Settings & Features:
4.1. Change Final Email Settings to Save Quota
4.3. Show or Hide the Sheets Report in the Final Email
4.4. Show File Attachment With Recipients
4.6. Customize Email Templates
4.8. Set Conditions for Custom Email Template
4.9. Add CC and BCC Email Addresses
Team Plan:
5.2. Share Edit Permission With Team Member
Additional Features:
6.1. Set Reminders for Approval Emails
6.2. Resend All Pending Requests
6.3. Dashboard or Form Management Page
6.5. Approval Link Authentication
6.6. Transfer All Forms to Another User
6.7. Transfer Paid Plan to Another User
6.8. Avoid Automatic Approval/Rejection
6.9. Signature on Generated PDF/Google Docs in Combined Mode
6.10. Approval Status Tracking Link for Respondent
6.11. Cancel a Request via Email
6.13. Change Approval Decision for Recipients
6.15. Approve via Dashboard for Recipients
6.16. Form Owner Approves on Behalf of Recipients
6.17. Bulk Actions: Approve, Reject, and Cancel
Can I have a refund if I cancel my subscription prior to the date of expiration?
This is one of the most frequent asked questions we have received.
Let’s check below for more details if you have the same query:
1. Full Refund Within First 30 Days
Within 30 days since the date of success payment, if you send a request for refund to our support email, you will get a 100% refund whether the cause of subscription termination comes from PerformFlow or user.
One thing to note that if you have made a transaction via Credit Card, it may take up to 30 days for the refund to be processed due to PayPal policy.
If you want to send refund request, please email to: [email protected]
2. Refund Policy After 30 Days
After 30 days since the date of successful payment, you will not receive any refund — including partial refund — regardless of the reason, even if the cancellation is due to PerformFlow’s technical issues.
3. Bonus of extra month subscription:
In case you have bonus of extra month subscription, please be noted that these bonus months shall NOT be considered as remaining quota when upgrading or asking for refund.
That’s it! Thank you for supporting PerformFlow. We’re grateful to have clients like you!
For any questions or concerns, please send us an email to [email protected].