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
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
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]
2.1 Refund Policy After 30 Days:
After 30 days since the date of success payment, if you send a request for refund to our support email without any proof that such cancellation not due to PerformFlow’s bugs, or stated that such cancellation comes from your willing, you shall not receive any refund from PerformFlow.
2.2 Refund Request Due To PerformFlow’s Bugs After 30 Days:
- Description of technical problems when using PerformFlow
- The related screenshot/video showing such technical problems in specific and details;