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:Â
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
Learn how the Team Plan works, and how to add, remove, and monitor members in your team.
1. How the Team Plan Works
The Team Plan lets one admin manage up to 99 additional users, creating a total of 100 team members (including the admin).
When the admin subscribes to a Team Plan, the email quota is shared across all members. Any emails sent by members count toward the team’s total quota.
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Quota reset: The total quota renews every month, starting from the date the admin first subscribed.
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Available plans: Team Plans range from 5,000 emails (about 1,250 requests) up to 200,000 emails (about 50,000 requests).
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For detailed pricing and plan options, visit the pricing page.
2. Add or Remove Users
You can manage your team directly from the Team Plan dashboard.
Access the Dashboard
Go to https://apps.performflow.com/subscription,
or click Login on the PerformFlow website header.
Once logged in, you’ll see your team’s total quota and the list of current members.
Add Users
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In the Add team member section, enter your member’s email address.
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Click Add.
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The new member will appear in the Manage team members section.
💡 Tip: You can add up to 99 members in total.
Remove Users
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Click the red bin icon next to a member’s email address to remove them.
A short demo video is available in the dashboard to help guide you through adding and removing members.
3. View Member Usage
To monitor how much of the quota each member has used:
Go to your Team Plan dashboard.
In the member list, check the Member Used Quota column.
This shows the number of monthly emails each member has sent, helping you track and manage your team’s overall usage.
