Quote Studio · Support
How can we help?
Common questions are answered below. For anything else, email hello@code-dash.com. We reply within two working days.
iPhone and iPad
iCloud sync
Does my iPhone sync with my iPad?
Yes, from version 2.0, which needs iOS 27 or later. Turn on Business settings → iCloud → “Sync with iCloud” on each device, signed into the same Apple Account. Your quotes, clients, services, templates, phrases, photos, signatures, logo and finalized PDFs then appear on both. Version 1.x does not sync: each device keeps its own library.
Where is my data stored when sync is on?
In your own private iCloud, under your Apple Account. Code-Dash has no server and cannot see it. It counts towards your iCloud storage.
Does it work offline?
Yes. Everything is saved on the device first. Changes you make offline sync when you're back online.
What does the status under the switch mean?
Up to date: everything has synced. Syncing…: changes are on their way; the first sync on a new device can take a minute. Waiting for network: it will carry on when you're online. iCloud is off on this device: sign in to iCloud in the Settings app. iCloud storage is full: free up space or upgrade your iCloud plan in Settings → your name → iCloud.
A change hasn't reached my other device.
Check both devices say Up to date, then pull down on the quote list to check for changes straight away, or close and reopen the app. If it still doesn't arrive, turn “Sync with iCloud” off and on again on both devices. That keeps everything on the device and uploads it again.
I see a quote marked “(conflicted copy)”.
The same draft was changed on two devices before they could sync, for example while one was offline. Quote Studio keeps both versions rather than losing either: keep the one you want and delete the other. Finalized quotes can't clash, because they can't be edited.
If I delete a quote, is it deleted everywhere?
Yes. Sync mirrors your quote book, so a deletion on one device happens on all of them. That's why sync is not a backup: see below.
How do I stop syncing?
Turn off “Sync with iCloud”. Everything stays on that device. To remove the copy in iCloud as well, go to Settings → your name → iCloud → Manage Account Storage (or Manage Storage) → Quote Studio.
Your data
Backups and new devices
Is my data backed up?
Your device's own backup covers it: if iCloud Backup (Settings → your name → iCloud → iCloud Backup) or a computer backup is on, iOS includes the app's quotes, clients, photos and PDFs in it. iCloud sync is not a backup on its own, because a deletion syncs too.
I have a new iPhone or iPad. How do I move my quotes?
With version 2.0 or later and sync on, install Quote Studio on the new device, sign into the same Apple Account and turn on “Sync with iCloud”: your quote book downloads. Otherwise, set up the new device from your iCloud or computer backup of the old one, and Quote Studio's data comes back with it.
My device was lost or damaged.
If sync was on, your quote book is in your iCloud and on your other devices: install the app on the replacement and turn sync on. If not, restore your iCloud or computer backup. Without either we cannot recover your data: we never hold a copy.
How do I save or restore a backup?
In Business settings → Backup, choose Save a backup and pick iCloud Drive or a folder in Files. The backup is one file with your quotes, PDFs, photos, logo and settings. To bring it back, choose Restore from a backup and pick the file. Restoring replaces everything in the app with what is in the backup, and with sync on your other devices follow. This needs version 2.0.2 or later.
How do I delete my data?
Delete draft quotes by swiping on them in the library. Finalized quotes stay so their PDF is always available. To remove everything, use Business settings → Erase all data (version 2.0.2 or later). It offers to save a backup first, then asks you to type ERASE. With sync on it also erases iCloud and your other devices. To erase only one device, turn off Sync with iCloud on it first.
Security
App lock
How do I turn on the app lock?
Business settings → App lock → “Require Face ID to open” (or Touch ID, depending on your device). You confirm with Face ID, Touch ID or your passcode to turn it on or off.
Face ID doesn't recognise me.
Tap “Enter Passcode” and use your device passcode, the same one that unlocks your iPhone or iPad. After a few failed attempts iOS asks for the passcode straight away.
The switch is greyed out.
The app lock needs a device passcode. Set one in Settings → Face ID & Passcode (or Touch ID & Passcode), then try again.
Using the app
Quotes, reminders and payments
How do I send a quote to my client?
Open the quote, finalize it, then use Share to send the PDF by email, Messages or any app, or print it. Finalizing locks the prices; to change a finalized quote, create a revision.
Can I import my price list from a spreadsheet?
Yes, from version 2.0. Save your list as a CSV file (in Excel or Numbers: File → Export or Save As → CSV) to Files or iCloud Drive. In Services, tap the import button, choose “Import price list (CSV)” and pick the file. You see every row before anything is saved, with any problem rows listed by line. “Get CSV template” gives you a file with the right columns: Name, Group, Unit, Rate, Default quantity and Notes. UK, US and German formats all work, including semicolons and “9,50”.
Is there a guide to the app?
Yes. Version 2.0 has a short Quick guide at the top of Business settings (the gear icon in the Quote book), and on the empty quote book as “How Quote Studio works”.
How do I add my logo and colour?
Business settings → Branding. Your logo appears at the top of new PDFs and the brand colour is used for your business name and totals.
How do clients pay me online?
Create a payment link with your payment provider (for example a Stripe Payment Link or PayPal.me), then paste it into Business settings → Payments. Invoices, and quotes with a deposit, show it as a link and a QR code. Quote Studio adds no fees and never handles the payment.
My reminders don't appear.
Check that notifications are allowed for Quote Studio in Settings → Notifications. Reminders are scheduled from a quote's Review tab.
“Take photo” is missing, or the camera doesn't open.
The button appears only on devices with a camera. If you declined camera access, allow it in Settings → Quote Studio → Camera.
Still stuck?
Email us and we'll take a look.
Tell us your device model, iOS version and Quote Studio version (on the App Store page under Version History), and what you expected to happen. Please don't send client details or screenshots of private quotes.