PMR — Informa Business Systems

Informa Business Systems

ATM / ITM  ·  Security  ·  Branch Transformation  ·  Managed Services

PROJECT MANAGEMENT REQUEST Internal Use Only — Sales to PMR Team
WE SELL  ·  WE INSTALL  ·  WE SERVICE
1
Info
2
Equipment
3
Scope
4
Submit
⚠ Please complete all required fields before continuing.
1 · Sales Representative
2 · Customer / Financial Institution
💡 Why does the customer want this?  Required — helps PMR understand the business need driving this request
Step 1 of 4  ·  * Required
⚠ Please complete all required fields before continuing.
3 · Equipment Installation / Bring Live
Project Type *
1
Equipment Item 1
Will Informa Bring Live New Equipment? *
Step 2 of 4
⚠ Please describe the scope of work before continuing.
5 · Scope of Work & Notes
Step 3 of 4
Review & Generate PDF
ℹ️ Clicking Generate PDF opens a print dialog. Save as PDF, then upload the file to the HubSpot deal record.
Step 4 of 4

✅ PDF Generated

Your PMR has been generated. Next step: Go to the HubSpot deal record and upload the PDF under Attachments.

💡 Tip: Name the file clearly before uploading — e.g. PMR_FirstNationalBank_ATM_2026.pdf
Informa Business Systems  ·  Flushing, MI  ·  informabusiness.com  ·  Internal Use Only