Description:

It would be valuable to have an automation trigger for when an estimate is about to expire. This trigger would allow the system to notify both the customer and our team, ensuring timely follow-up and reducing the risk of missed opportunities.

Proposed Functionality:

Add a trigger: “Estimate is expiring” (e.g., X days before expiration or on expiration date).

Automation action: send notifications to the customer and internal team.

Optional: allow customization of notification messages and recipients.