Since virtually every signature request comes via email, we built the signature process into the email workflow and the result is the easiest way to sign a document.
The right actions may require workflow or process orchestration, whether manual or via software engines, to control the flow of work and to trigger the execution of human (or automated activities) at the right time.
On a broader level, you could find out that your team wants additional training on the company CRM software or a workflow that clearly documents a new process.