PMR — Informa Business Systems

Informa Business Systems

ATM / ITM · Security · Branch Transformation · Managed Services

PROJECT MANAGEMENT REQUEST Internal Use Only — Sales to PMR Team

* Deal Name

WE SELL · WE INSTALL · WE SERVICE

Info

Equipment

Scope

Submit

⚠ Please complete all required fields before continuing.

1 · Sales Representative

Sales Rep Name *

Date of Request *

2 · Customer / Financial Institution

Institution / Company Name *

Primary Contact Name *

Title / Role (optional)

Phone *

Email (optional)

🔴 Relocation selected — installation addresses are captured on the next step (Remove From / Relocate To).

Installation Address — Street *

City *

State *

ZIP *

Branch # / Name (optional)

Site Visit Contact Name, Title & Phone (optional)

💡 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 *

New Build

Remodel

Machine Replacement

New Equipment

Relocation

Estimated Date for Site to Be Built *

Estimated Date for Site to Be Completed *

🔴 Remove From

Street Address *

City *

State *

ZIP *

Branch # / Name (optional)

🔵 Relocate To

Street Address *

City *

State *

ZIP *

Branch # / Name (optional)

Equipment Item 1

Make *

Model *

New / i-Stock / Current *

Install Location *

Will Informa Bring Live New Equipment? *

Yes

Equipment Removal for Disposal (list items or leave blank)

Equipment Removal for Storage (list items or leave blank)

Storage Location (if storing above)

Step 2 of 4

⚠ Please describe the scope of work before continuing.

4 · Scope of Work & Notes

Detailed Scope of Work / Notes *

HubSpot Deal / Opportunity # (optional — helpful for tracking)

Step 3 of 4

5 · 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_TCR_Relocation_2026.pdf

Informa Business Systems

✅ PDF Generated

Main Menu

Solutions

About Us