You can update Salesforce fields after certain stage of the document generation process. For example, to mark a checkbox field that a document has been created. or to change status of an opportunity after the offer document is sent out to customer.
This article will show you how to create the logic in an advanced template to handle the work. The example is to update the Opportunity's Stage to "Proposal / Price Quote", after the document output is sent.
Convert your template to Advanced Template
*Make sure you have completed all the Settings required for the template. This will save your time from editing the options in the logic.
In Settings, select Advanced Template
Now you are able to customize the logic of the template further
Select a step to update the field
Click to open the Main
Select the step that you want the updating to happen. For example, to change the Opportunity's Stage after the document is sent, which is the final step of the document generation process, scroll to the end step where there is "Send Options- End"
Click Edit Step in the "Send Options - End"