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
4.3. Show or Hide the Sheets Report in the Final Email
4.4. Show File Attachment Links on Emails
4.5. Resend Email to Recipient & Edit Recipient Email
4.8. Set Conditions for Custom Email Template
4.9. Add CC and BCC Email Addresses
Team Plan:
Additional Features:Â
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. Form Owner Approves on Behalf of Recipients
6.17. Bulk Actions: Approve, Reject, and Cancel
This article explains how to cancel your subscription and change your payment method in PerformFlow.
Cancel Subscription
You can cancel your PerformFlow subscription anytime directly from your Subscription page.
To cancel your subscription:
Open PerformFlow and go to the Subscription tab on the left panel.
Under the Subscription section, find Cancel Subscription next to your next billing date.
Click Cancel Subscription and follow the on-screen instructions to confirm.
After cancellation, your subscription will remain active until the end of the current billing cycle.
Change Payment Method
If your credit card is expiring soon or you need to update your billing details, you can change your payment method at any time.
To change your payment method:
Go to Subscription in PerformFlow.
Under the payment information section, click Change Payment Method.
Enter your new billing details and submit.
Your updated payment method will be used for future billing cycles.