Transfer Plan To Other Users

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How to Access PerformFlow

Get Started

Select a Mode

Tips to Set Up Your First Workflow

Mode 1: Create Approval Workflow Only

1.1. Add Static & Dynamic Recipients

1.2. Set Multi-level Workflow

1.3. Set Conditions for the Recipient

1.4. Add Form Respondent

1.5. Request Response Edit

1.6. Check Tracking Report

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

Mode 4: Combine All Modes

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

4.5. Resend Approval Emails

4.6. Customize Email Templates

4.7. Default Dynamic Fields

4.8. Set Conditions for Custom Email Template

4.9. Add CC and BCC Email Addresses

Team Plan:

5.1. Manage Your Team Plan

5.2. Share Edit Permission With Team Member

Additional Features: 

6.1. Set Reminders for Approval Emails

6.2. Resend All Pending Requests

6.3. Dashboard or Form Management Page

6.4. Unique Request Number

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

6.12. Admin Approval Revert

6.13. Change Approval Decision for Recipients

6.14. Edit Status Label

6.15. Approve via Dashboard for Recipients

6.16. Form Owner Approves on Behalf of Recipients

6.17. Bulk Actions: Approve, Reject, and Cancel

6.18. Set Conditions for Destination Folders

6.19. Build Visual Workflow

Quotas & Billing

7.1. Refund Policy

7.2. Cancel Subscription and Change Payment Method

We’re very happy to introduce a new feature to our PerformFlow – the option to transfer plan from one user to another.

Let’s take a look at how to Transfer Plan To Other Users.

Step 1: Go to PerformFlow Dashboard. Click on the Transfer Plan To Other Users button on the “Subscription” page.

Step 2: Enter the email address of the new user. Then click on “Transfer User Plan“

Step 3: Confirm the transfer by clicking on Yes, transfer now.

Step 4: Go to your current email inbox to find the verification code. Then enter it in the popup, click on Verify 

Now. After that, the plan will be transferred successfully.

 

Note: The plan transferring feature is only applied when you transfer paid plan from current account to a new account with free plan.

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