I've converted the Generate Document button on the Quote object into a hyperlinked formula field so that we can display it dynamically based on the quote's Status field.
I have two questions that I'm looking for assistance on:
1) Once a user Saves their quote document, is there a way to adjust the visualforce behavior to take them back to the quote record? Currently it's taking them to the Quote Document record which we feel isn't very helpful.
2) Once a user generates a Quote Document, we'd like this action to change the picklist value of the Status field to "Generated", and to also then hide the "Generate Document" hyperlink. Again - I assume I have to adjust the SBQQ__GenerateDocument VF page, I'm just unsure which edits I need to make.
Any help is appreciated.