Tips to Set Up Your First Workflow
Mode 1: Create Approval Workflow Only
1.1 Add Static & Dynamic Recipients
1.3 Set Conditions for Recipient
Mode 2 & 3: Generate & Send PDF/document only
2.1 How to generate 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 Options for Sending Final Email
4.2 Enable/Disable Sheets Report on Final Email
4.3 Show File Attachment Link On Emails
4.4 Resend Email to Recipient & Edit Recipient Email
4.6 Dynamic Fields of Custom Email Template
4.7 Set Conditions for Custom Email Template
Team Plan:
Additional Features:
6.1 Set Reminder & Auto Approve/Reject
6.2 Resend All Pending Requests
6.5 Approval Link Authentication
6.7 Transfer Paid Plan To Other User
6.8 Avoid Automatic Approval/Rejection
6.11. Cancel a Request via Email
6.13. Change Decision for Recipients
6.15. Approve via Dashboard for Recipients
6.16. Set Conditions for Destination Folders
6.17. Form Owner Approves on Behalf of Recipients
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].