The following are common reasons and resolution that an EB contract might be blocked. The error message typically provides enough detail to diagnose the issue.
Error: “Phase assigned to user employees” - the employee license number needs to be filled out for the user
Employee license number info can be added in Org Settings > Users > Search for user > add info to User Details - Employee License Number
Error: Org insurance information is missing
Organization Insurance information is entered on the home page for the Configuration Setting for an organization:
Error: Quote phase assigned to user ID
When the following error is encountered, check the user details associated with the user trying to generate the contract. An license number has to be entered in the following states for a user to be able to generate a contract: CA, CT, DC, FL, MD. Settings-Organization Settings-Users. See the figure below.
Error: Sale Rep Signer ID missing from contract
This means the document/contract is configured to have a salesperson signer, but the information needed is missing. This is a config ticket to repair.
Error: Document generation blocked! Please update the job to pass rules or issue a change order to continue
This error can occur when the homeowner’s name entered in the credit Qualification phase does not match the name entered in the Contact phase. If the contract is already signed, the customer has to cancel the workflow and generate a new quote and contract based on the updated legal contact spelling. See article: How to update homeowner contact information in Qualification for a new or revised contract
Error DOC-029: Could not find a valid Contract Signer
This error can occur when if the org admins do not have ops access. To troubleshoot this error, go into the org settings and select teams. Ensure that the org admin team has the ops phase toggled on.
In one case, the authorized signers for the particular organization did not have operations access, therefore their contract was blocked with this error message.
Related Articles:
How to find if an org is set up with a sales signer
How to process Authorized, Sales, and Default Signer update requests
How to update homeowner contact information for a new or revised contract