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
6.18. Bulk Actions: Approve, Reject, and Cancel
If you no longer wish to continue your PerformFlow subscription, you can easily cancel it at any time.
You can choose 1 of 2 methods to cancel your subscription:
- Cancel the automatic payment in your PayPal account.
- Cancel via PerformFlow Dashboard
Below are the step-by-step instructions for each method.
Method 1: Cancel via PayPal
If you subscribed through PayPal, you can cancel your subscription directly in your PayPal account.
Steps:
Log in to your PayPal account.
Go to Settings (⚙️) → Payments → Manage automatic payments.
Choose PerformFlow → click Cancel and confirm.
Method 2: Cancel via PerformFlow Dashboard
You can also cancel directly through your PerformFlow Dashboard.
Steps:
Go to PerformFlow Dashboard and log in with your Google account.
Open the Subscription tab
Click Cancel Subscription and confirm in the pop-up
After your subscription cancellation, your data excluding custom email template data will be kept forever just like other Free plan users. Only data relating to the custom email template will be kept within 30 days after you cancel the subscription and after 30 days, it will be automatically deleted. If you want to remove all your data, please contact us via [email protected].